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.
Last modified 7mo ago