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Instance Settings

Instance Settings holds configuration that applies across an entire instance rather than to any one model. It's reached from Instance Settings on a model or application page.

Because these settings affect every model and every user on the instance, it's a Modeller-level area.

The Instance Settings page, annotated to show the user security, integration security and instance branding sections

It's organised into three sections.

Groups

PagePurpose
GroupsCreate and maintain the groups that permissions are granted to, and set what each group can access.
User GroupsAssign users into those groups.

This is where Instance Security is administered. MODLR applies object permissions to groups rather than to individual users: access is set once on a group, and users inherit it by membership. That indirection is what makes security maintainable - restricting an Employee dimension, or restricting elements so managers see only their own department, is written against a group, and onboarding a new manager becomes a matter of adding them to it.

The Security Settings menu on this page controls instance-wide security behaviour, and New Group creates a group.

Groups can also be maintained from a Process, via userSecurity.groups, userSecurity.group and userSecurity.users - useful where membership should follow an HR system rather than be maintained by hand.

Security and Integrations

PagePurpose
Process SecretsCredentials and tokens a Process needs, held outside the Process script so they aren't stored in readable code.
WebhooksInbound endpoints that let an external system trigger a Process. See Webhooks.
API KeysKeys authenticating external callers into this instance's API. See Restful API.

Process Secrets matter for any Integration: a script that embeds an API key in its source exposes that key to anyone who can open the Process. Storing it as a secret and referencing it instead keeps the credential out of the script, and lets it be rotated without editing every Process that uses it. The Visual Process editor reads them through the Secret node, and a worked example is in Mailgun Webhooks.

Instance Branding

PagePurpose
Landing PageThe page served at the instance URL itself, before any application route.

This is what a user sees at company-name.modlr.cloud when no application route follows. It's distinct from an application's own initial landing page, which governs where a user lands within an application.