Smart Permissions Management

Control Who Sees Which Project—Down to Every Hour Bank or Billing Rate

Proposal margins, client NDAs, hour-bank balances—professional-services data is a privacy minefield. Origami’s no-code permissions let you craft view/edit rights at workspace, record, or single-field level, so project teams collaborate smoothly while finance keeps sensitive numbers sealed.

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Key Highlights

Granular Levels

Limit juniors to “Marketing Projects” board; hide Billing Rate fields.

Role-Based Rules

Groups like Consultant, Project Lead, Finance inherit the right access from day one.

Assignment Boost

Record owner or AM gains deeper edit power automatically.

Audit & Compliance

Full view/edit trails meet ISO 9001 / 27001.

Client-Portal Segregation

Each client sees only their own dashboards, docs, and invoices.

Why It Matters

Protect mark-ups, margins, and PII.

Lock down sensitive data and pricing formulas with field-level rules and audit logs, so only authorized users can view or edit your most critical information.

Eliminate onboarding errors—no ad-hoc permission tinkering

Automate access grants based on role templates and workflows, ensuring every new user gets exactly the permissions they need—no manual tweaks required.

Deliver white-label portals off a single back-end instance.

Deliver white-label portals off a single back-end instance.

Real-World Use Cases

Multi-Client PMO

External contractors never see other clients’ budgets.

Finance-Only Fields

“Profit Margin” editable by Finance, hidden from project staff.

Escalation Access

Senior consultant gains budget visibility the moment they’re assigned.

Ready to protect project data with precision? Request a Permissions Demo

Request a Demo