Roles & Permissions — Granular RBAC & Access Control
Give every person the access their job needs, and nothing they don't. Model roles once, and permissions flow to every user who inherits them.
Overview
Roles & Permissions is the access-control backbone of Office24by7. Instead of toggling checkboxes for one user at a time, you define a Role — a named bundle of permissions tied to a job — and every user assigned to it inherits that access automatically. When a responsibility changes, you edit the role once and the change propagates to everyone who holds it.
Underneath, Permission Sets group object- and action-level rights — Create, Read, Update, Delete and Export — so they can be granted, reviewed and revoked as a single auditable unit. Parent roles let you build a hierarchy that mirrors your org chart, so a regional head sees everything their team does while a field executive sees only their own records. Every grant is recorded, so an access review is a report, not an archaeology dig.
Explore Security & Access →- ✓ Role-based access — assign by job, not by individual
- ✓ Object- and field-level permissions in reusable Permission Sets
- ✓ CRUD + Export controls on every object
- ✓ Role hierarchy that mirrors reporting lines and data scope
- ✓ One edit updates every user who inherits the role
- ✓ Access matrix reports for reviews and audits
Everything Roles & Permissions gives you
Named Roles
Define roles as reusable bundles of permissions that users inherit by job function.
Permission Sets
Group Create, Read, Update, Delete and Export rights per object into one grantable unit.
Role Hierarchy
Chain roles to parents so managers inherit visibility over the records their teams own.
Record Scope
Limit each role to its own records, its team's, or the whole tenant.
Field-Level Control
Expose, hide or make read-only individual fields so sensitive data stays with the right roles.
Access Matrix
See who can do what across every object in a single reviewable report.
How the agent works with Roles & Permissions
The Flow-Cognition Agent runs a real loop on your Roles & Permissions data — grounded in your records, governed and logged.
Sense
Watches role assignments and permission changes.
Decide
Flags over-provisioned roles and unused access.
Act
Proposes revocations for an admin to approve, and logs every change.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Live in four steps
Define roles
Create roles for each job — such as Sales Rep, Team Lead or Admin — and set their data scope.
Attach permissions
Bind Permission Sets that grant object and field rights to each role.
Assign users
Add people to roles so they instantly inherit the right access.
Review and revoke
Run the access matrix, spot over-provisioning, and adjust the role in one place.
Where teams put it to work
Onboarding a new hire
Assign the new joiner to their role and they inherit exactly the right access on day one, with nothing to configure by hand.
Least-privilege for finance data
A field-level permission hides margin and cost fields from sales roles while keeping them visible to finance, without duplicating records.
Regional visibility
A parent role gives a zonal manager read access to every deal their executives own, while each executive sees only their own pipeline.
The payoff
Least-privilege made simple
People get only the access their job requires, shrinking your attack surface.
Faster access reviews
Permissions live in roles and sets, so audits become a report rather than a manual crawl.
Consistent enforcement
The same roles govern users, dashboards, exports and every Flow-Cognition Agent action.
Lower admin overhead
Edit one role instead of touching dozens of individual user records.
Questions, answered
A Role is a named job that users are assigned to, while a Permission Set is a reusable bundle of object- and action-level rights. You attach Permission Sets to Roles, then assign users to Roles so they inherit the underlying permissions.
Yes. Beyond object-level Create, Read, Update, Delete and Export, you can expose, hide or make individual fields read-only per role, so sensitive columns like cost or margin stay with the roles that need them.
Roles can have a parent role, and higher roles inherit visibility of the records owned by roles beneath them. This lets managers oversee their teams' data without granting everyone tenant-wide access.
Yes. The Flow-Cognition Agent acts within the same roles and permissions as the users it works for, so automation can never reach data or actions a person's role would not allow.
Export the access matrix report to run periodic access reviews and show DPDP and ISO 27001 accountability for who can see personal data.
Related capabilities
Sessions & MFA — Session Control, 2FA & Device Management
See every active login, kill the ones that look wrong, and put multi-factor authentication in front of the accounts that matter.
Security Policies — Password, Access, Approval & Retention Rules
Turn security intentions into rules the platform enforces on every action — passwords, access conditions, approvals and how long data lives.
Audit Trails — Tamper-Evident Logs of Who Did What, When
A tamper-evident, searchable record of every action across the platform, so you can always answer who changed what, when — and prove it to an auditor.
See Roles & Permissions in your workflow
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