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Documentation Index

Fetch the complete documentation index at: https://docs-terra.withunify.org/llms.txt

Use this file to discover all available pages before exploring further.

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Authorization

Terra uses fail-secure RBAC: when in doubt, deny access.

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Role Hierarchy

RoleDashboardFormsSubmissionsSettingsUsers
super_adminFullAllAllAllManage
adminFullAllAllViewView
editorLimitedAssigned (edit)Assigned——
viewerLimitedAssigned (read-only)Assigned——
userLimitedAssignedAssigned——
applicant—SubmitOwn only——
editor and viewer are scoped roles — they only see forms explicitly assigned to them by an admin. See Scoped Access for details.

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Permission Checks

Every server action checks permissions: 
// src/app/actions/team.ts

export async function requireAdmin() {
  const session = await getSession();
  if (!session) throw new Error("Unauthorized");

  const { data: user } = await supabaseAdmin
    .from("user_profiles")
    .select("role")
    .eq("workos_user_id", session.user.id)
    .single();

  if (!user || !["admin", "super_admin"].includes(user.role)) {
    throw new Error("Forbidden");
  }

  return user;
}

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Fail-Secure Pattern

export async function requireFormAccess(formId: string) {
  try {
    const session = await getSession();
    const user = await getUserWithRole(session.user.id);

    // Super admins see everything
    if (user.role === "super_admin") return user;

    // Check form-level access
    const hasAccess = await checkFormAccess(formId, user.id);
    if (!hasAccess) throw new Error("No access to form");

    return user;
  } catch (error) {
    // ANY error = no access
    throw new Error("Unauthorized");
  }
}
Key principle: If permission check fails for any reason (database error, missing user, etc.), deny access. Never fail open.

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Folder-Based Access

Users can have access to specific folders (workspaces): 
SELECT f.id
FROM forms f
JOIN folder_members fm ON fm.folder_id = f.folder_id
WHERE fm.user_id = $1 AND f.id = $2

Scoped Access

Editor and viewer form assignments

Authentication

Login flow and sessions

Multi-Tenancy

Organization structure