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The Key to Your Buildings

After a user enters the platform with their Business Privilege (Tier 1), the next layer of security determines what they can interact with. This is Item Access Management.
If a Business Privilege is the ID badge that gets a user onto the campus, Item Access Management provides the specific keys to each building on that campus.

Item Access Control

The granular permission system that controls who can view, use, edit, or manage a specific “Item” (like a Function or Dashboard).

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What is an “Item”?

This is a critical distinction. In the context of Item Access Management, an “Item” is a high-level, structural component of your system, not the individual 🧊 Objects (like tasks or deals) that your team works on day-to-day. Access to those is handled by Tier 3: Permission Schemes.
Item Access Management gives you contextual control over the containers, blueprints, and shared resources that define your workspaces.
The following “Items” include a built-in access control mechanism:
  • 📋 Functions
  • ⏹️ Spaces
  • 📂 Areas
  • 👥 Groups (Controlling who can manage the group’s membership)
  • Dashboards
  • Saved Filters

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Item Permission Levels

When you grant a User or Group access to an Item, you assign them one of three permission levels.
Crucial Distinction: These Item-level roles (Admin, Manager, Member) are assigned per Item and are completely separate from a user’s system-wide Business Privilege. For example, a user can be a Member of the system but an Admin of a specific Dashboard.
  • Admin: Full control over the Item. An Admin can manage the Item’s content, settings, and its access controls (i.e., they can add or remove other Admins, Managers, and Members).
  • Manager: Can manage the Item’s content and settings but cannot change its access controls. For example, a Manager of a Dashboard can add or remove charts, but cannot change who is allowed to see that Dashboard.
  • Member: Can view or use the Item but cannot change its content or settings. This is the standard “read-only” or “user-level” access.

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How to Manage Item Access

As a best practice, we recommend assigning access to Groups whenever possible, rather than to individual Users. If a team member’s role changes, you only need to update their Group membership, and all their Item Access permissions will update automatically.
# Tutorial: Setting Access on a Function

! Important: You must have the appropriate Business Privilege (e.g., Admin or App Manager) and `Admin`-level access on an Item to change its permissions.

## Section 1: Locate the Item

1.  **Navigate to the Item's Location**
    For this example, go to `Global Settings` > `Functions` to see the list of all Functions in your system.

2.  **Find the Access Control**
    Hover over the `Function` you wish to secure and click the `...` (More actions) menu. Select `Access Control`.
    ![A list of Functions with the "More actions" menu open on one of them, showing the "Access Control" option.](https://via.placeholder.com/1200x600.png/000000/FFFFFF?text=Step%202:%20Select%20Access%20Control)

## Section 2: Assign Permissions

1.  **Add a User or Group**
    In the Access Control panel, click `Add People`. Search for and select the `User` or `Group` you want to add.

2.  **Set the Permission Level**
    Once added, choose the level of access from the dropdown next to their name: `Admin`, `Manager`, or `Member`.
    ![The Access Control panel showing a User being assigned the "Admin" permission level from a dropdown.](https://via.placeholder.com/1200x600.png/000000/FFFFFF?text=Step%202:%20Set%20Permission%20Level)

3.  **Confirm Changes**
    The permissions are saved and take effect immediately.

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What’s Next?

Now that you can control access to the “buildings” on your campus, it’s time to manage the rules inside them.