Roles & Assignment

A role is the unit of access control in Smart Access Manager: one bundle of restrictions with a business name, which you then hand to people. These pages cover building roles, reusing them as templates, assigning them visually, granting them temporarily, and letting users request them.

• Create and configure a role
  • General Information
  • Permissions
    • Record Permissions
    • Domain Access
  • UI Control
    • Hidden Menus
    • Hide & Lock Fields
    • Filter Field Values
    • Hide Buttons & Options
    • Block Everywhere
  • Security & Status
    • Conditional Rules
  • Granted Role Access
  • Managing a person’s access from the user form
  • Permission conflict detection
  • Save as Template
  • How several roles combine
• Role Templates
  • What a template contains — and what it does not
  • Ready-made templates
  • Apply a template
  • Create a Role from a Template
  • Combine Several Templates
  • Add a Template to an Existing Role
  • Save Your Role as a Template
  • Track Template Usage
• Access Board
  • How the board is organised
  • Assign and remove access
  • Indirect roles
  • Live conflict detection
• Granted Role Access
  • Create a grant
  • Temporary handover
  • Status
  • Revoke a grant
  • Expiry reminders
• Access Requests
  • Raise a request
  • Approve or reject
  • Status
  • Visibility