• Product

    Document Studio

    Generate, Sign, and Automate Salesforce documents with real-time sync

    Document Generation eSign Files CLM

    Experience Studio

    Build portals, apps, and forms directly in Salesforce with Dynamic data flow and adaptability

    Forms Flows Portals Surveys

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
  • Solutions
    Financial Services

    KYC, mortgages, and compliance
    Healthcare

    HIPAA patient intake and portals
    Education

    Admissions and FAFSA automation
    Nonprofit

    Donors, grants, and workflows

    Legal

    Intake, contracts, and approvals
    Insurance

    Quoting, claims, and renewals 

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
Log In Slack sales

Titan Support

How can we help you?

Platform

Access Control Parameter

Business Background

Use the Access Control without configuring the SmartV process but together with other user access mechanisms in a few clicks with no code.

Titan Solution

Use the Access Control parameter to configure flexible access control, for instance, Salesforce LWC.

How to Guide

  1. Click the Gear icon to open the Project Settings.
  2. Select the User Access option and use the Access control toggle switch to switch it on. The Access control screen opens.

Access Control option.
  1. Click the + icon to add a new role. For more information, see Add a user and configure access control.
  2. Type a name and Access Profile value.
  3. Click the Apply button.

Access control screen

Access control screen
  1. Browse to Tools and click the Custom Variable option Gear icon. The Custom Variable screen opens.

Custom Variable option

Custom Variable option

The parameter is added under Static.

Added parameter

Added parameter

You can use the parameter when you map Salesforce fields or any other affect element functionality.

Map Salesforce fields

Map Salesforce fields

The Only Forms Solution Built 100% in Salesforce.

Slack an expert