SmartV Access Control

Business Background

To control the access permissions on your project for different users, you need to set up and manage different roles for these authenticated users.

Titan Solution

Titan lets you set up and manage permissions with a few clicks and no code. You can control any data, action, or element on the project that the user interacts with.

Read more on our best practice advice: How to maximize access control in Titan Web.

How to Guide

1. Click the Gear icon to open the Project settings screen.

2. Select the User Access option.
3. Use the toggle switch to enable the Access Control. The Access control screen opens.

Just a quick overview of this screen:

Add a user and configure access control

1. Click the + icon to add a new role.

2. Add the name and the SmartV Parameter Value in the fields. The value must be unique for each role.

3. Select a Project option on the left of the screen to set the access control for the role, for instance, Header. The Header elements are shown in the Elements column, and you can select the visibility of an Element rule. The visibility can be as follows:
   • Default
   • Hidden
4. Select the element in the Element column (if there are many) and click the Hidden radio button to hide that element on the webpage for this specific role.

5. Select a Project option on the left of the screen to set the access control for the role, for instance, Variables. The Variable elements are shown in the Elements column, and you can select the state of an Element rule. The state can be as follows:
   • Default
   • ReadOnly
6. Select the element in the Element column (if there are many) and click the ReadOnly radio button to make that element read-only on the webpage for this specific role.

7. Select a Project option on the left of the screen to set the access control for the role, for instance, Salesforce > Get records. The Salesforce Get is shown in the Salesforce column, and you can select the status of a Salesforce rule. The status can be as follows:
   • Default
   • Disabled
8. Select the Salesforce Get in the Salesforce column (if there are many) and click the Disabled radio button to disable that Salesforce object on the webpage for this specific role.
   • If the Salesforce Get is disabled, no information from Salesforce will be shown on the webpage.

9. Select a page on the left of the screen. The elements are shown in the Elements column, and you can select the page access of a Page Rule. The status can be as follows:
   • Allow
   • Disallow
10. If needed, select the elements in the Elements column.
11. Click the Disallow radio button to hide that page for this specific role.

12. Select a page on the left of the screen.
13. Select an element in the Elements column. You can select the visibility or the state of an Element rule.
    • The visibility can be as follows:
      • Default
      • Hidden
    • The state can be as follows:
      • Enabled
      • Disabled
14. Click the Hidden radio button to hide the element on the webpage for this specific role.
15. Click the Disabled radio button to disable the element on the webpage for this specific role.

16. Repeat the steps for all the pages for which you want to configure the access control.

Copy a user

1. Click the Copy icon to copy an existing role. The copied role has the same settings as the original role.

2. Change the name and any of the role settings required.

Delete a user

1. Use the drop-down list to select a role and click the Delete icon to delete the role.

2. Click the Yes button to confirm that you want to delete the user. The user is deleted.