WorkSmart Platform
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  • Low code, Unified Platform
  • Custom Database Apps
    • Create new App
    • Columns
      • Column Types
        • Text
        • Multi-Line
        • Number
        • Auto Number
        • Currency
        • Date/Time
        • TimeInput
        • Duration
        • Yes/No
        • Choice – Drop Down, Radio Button, and Check Box
        • Email Address
        • Phone/Fax No.
        • URL
        • Relationship
        • E-Signature
        • Formula
      • Adding a New Column
      • Modifying Existing Column
      • Removing a Column
    • Views
      • Adding a View
      • Adding a Chart View
      • Adding a New Summary View
      • Editing a View
      • Deleting a View
      • View Settings
        • Setting default view
        • Re-ordering view sequence
        • Making view active/inactive
    • Forms
      • Adding a New Form
      • Editing a Form
      • Deleting a Form
    • Plug-ins
    • Relationships
      • Lookup
        • Adding a New Lookup Field
        • Editing a Lookup Field
        • Deleting a Lookup Field
      • Summary
        • Adding a New Summary Field
        • Editing a Summary Field
        • Deleting a Summary Field
    • User Permissions
      • Levels of Access Controls
      • Sharing an App
      • Sharing a Record
    • Notification Settings
      • Adding a new Email Template
      • Editing a Email Template
      • Deleting a Email Template
      • Turning a Email Notification as On/Off
    • Automation Rules
      • Adding a new Rule
      • Edit a Rule
      • Deleting a Rule
      • Custom Action Rules
        • Overview
        • Rule Conditions
        • Rule Actions
      • User Based Rules
        • Rule Conditions
        • Rule Actions
      • Record Based Rules
        • Rule Conditions
        • Rule Actions
      • Time Based Rules
        • Rule Actions
        • Rule Conditions
      • Periodic Rules
        • Rule Conditions
        • Rule Actions
      • Rule Actions
        • Hide Form Tabs
        • Update Record
        • Add Record
        • Column Control
        • Apply Approval
        • Add Subform Record
        • Email Alert
        • Delete Connected Records
        • Navigate To
      • Conditional Formatting
      • Operator Precedence
    • Workflow Process
    • Modifying Database App Details
    • Save As Template
    • Transferring Ownership of Database App
    • Exporting Data
      • Excel
      • PDF
    • Delete a Database App
    • Formula Functions
      • Formula Funtions
      • Text Functions
      • Number Functions
      • Date Functions
      • Formatting Functions
      • Aggregate Functions
      • Database Functions
  • Ready to Use Apps
    • Files Manager
      • Working with Folders
        • Adding a Folder
        • Adding a Sub-Folder
        • Downloading a Folder
        • Renaming a Folder
        • Moving a Folder
        • Sharing a Folder
        • Managing Folder Properties
        • Setting-up Approval Process on a Folder
          • Approval Settings
          • Defining a Approval Process
          • Modifying Approval Process
          • Deleting Approval Process
        • Deleting a Folder
        • Sequencing Sub-Folders
      • Working with Files
        • Adding Files
        • Adding a New File
        • Viewing File Details
        • Downloading a File
        • Viewing Files Revisions
        • Adding a New Version to a File
        • Locking a File
        • Unlocking a File
        • Sharing a Record
        • Adding a Comment to a File
        • Copying/Moving a File
        • Setting-up Approval Process on a File
          • Approval Settings
          • Defining a Approval Process
          • Modifying Approval Process
          • Deleting Approval Process
        • Approving a File
        • Deleting a File
    • Kanban WorkFlows
      • Installing Tasks Manager
      • Adding a Task
      • Viewing a Task
      • Editing a Task
      • Sharing a Tasks Manager
      • Sharing a Task
      • Completing a Task
      • Undoing the completion of a Task
      • Deleting a Task
    • Spreadsheet To Smart Apps
  • FAQ
    • Update User Profile
    • Lost Access
    • Two Factor Authentication
      • Authenticator App Setup
      • Security Key Setup
      • Change Primary Channel
  • Additional Features
    • Reports Management
    • Smart Dashboards
  • Portal Management
    • Address Book
      • Working with Address Book
    • Portal Administration
      • Workspace Branding
        • Change Logo
        • Remove Logo
        • Change Workspace Details
      • Data Retention Policy
      • Theme Selection
      • Notifications Settings
      • Security
        • Password Settings
        • Security Policy
        • Two Factor Authentication
          • Setup as Optional
          • Setup as Mandatory
      • Time/Date Settings
      • Monitoring
        • Activity Log
        • Site Log
      • Special Privileges
      • Templates
        • Global Catalogue
        • Local Catalogue
    • Sites Management
      • Working with Sites
      • Site Members
        • Adding Individual Members
        • Removing Members
        • Managing Workgroups
          • Adding Work Group
          • Editing a Work Group
          • Deleting Work Group
          • Adding members to a Work Group
        • Contact Groups
          • Adding a Contact Group
          • Removing a Contact Group
        • Site-Specific Special Privileges
        • Visibility Settings
      • Managing Sites
        • Creating a New Site
        • Editing a Site
        • Making a Site Active
        • Archiving a Site
        • Deleting a Site
        • Customising Site Dashboard
        • Exporting Site as Template
        • Site Quota Settings
        • Notification Settings
      • Site Categories
        • Adding a New Site Category
        • To Edit a Site Category
        • Deleting a Site Category
        • Re-ordering Site Categories
      • Site Statuses
        • Adding a New Site Status
        • Editing a Site Status
        • Deleting a Site Status
        • Re-ordering Site Statuses
    • Billing and Payment
      • Setup Payment - Direct Debit
      • Setup Payment - Card (Debit/Credit)
      • Invoices
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  1. Custom Database Apps
  2. User Permissions

Levels of Access Controls

WorkSmart provides different ways on controlling and managing access to your data within your WorkSmart portal.

Following are the different ways of access management availbable in WorkSmart:

  1. Contact Groups - the setup access permissions at all app level using Contact Group. Any user added to a Contact Group automatically gets access to all the apps where this Contact Group is setup as part of the User Permissions

  2. All Site Members - this is a special group created for each site - Any user added to a site gets access to all the apps where "All Site Members" is setup as part of the User Permissions

  3. Individual access - you can add access for a specific user to a specific app

  4. Via User Based Field - if you have a User field in an app, you can enable access control based on that field. This is a very powerful feature where you can control access for each record based on the value of the User field of that record - so need to worry about setting up access in any other way.

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Last updated 2 years ago

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