Smart Permissions Management

Control Who Sees What—Down to Every Record, Field, or Module

Sensitive data often lives across multiple modules—sales pipelines, financials, HR records, or support tickets. Origami’s Smart Permissions Management ensures each user only accesses exactly what they should: view, edit, create, or delete permissions at the entity, group, or individual field level—all without writing code.s.

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Key Highlights

Layered Data Security:

Grant or restrict access at the entity (e.g., “Opportunities,” “Employee Profiles”), field group, or field level.

Role & Group Rules:

Map real-world teams (sales, finance, HR, support) to user groups and inherit the combined permissions of all assigned groups.

Assignment-Based Access:

Assign a user to a specific record—project, ticket, deal—and they automatically gain elevated rights for that record.

Regulatory Compliance:

Lock down PII or financial data to meet GDPR, HIPAA, SOX, or internal policies.

Audit Trail:

Log every permission change and record access for full transparency and compliance.

Why It Matters

Protect Confidential Data:

Keep sensitive pipelines, contracts, or personnel files visible only to authorized individuals.

Streamline Onboarding:

New users inherit correct access based on group assignments—no manual configuration.

Scale Easily:

Configure region or department-specific permissions as your organization grows.

Real-World Use Cases

Deal Confidentiality

Only the responsible sales team sees key pipeline records; leadership retains read oversight.

Financial Privacy:

Hide discount and margin fields from junior reps, visible only to managers.

Ticket Ownership:

Support agents see full details only on tickets assigned to them; others get summary view.

Ready to control access with precision? Request a Demo or Contact Us to explore Smart Permissions Management.

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