March 28, 2017

User Roles and Access Rights(s)

User access section provides the interface for adding and removing users from the process access list.

Smart process is based in the following application roles:

  • Process administrator (with all rights in the process)
  • Case Editors (all rights required to manage cases)
  • Case Viewers (read-only access)
  • Page level User Access List (in case there is an input form made with form designer it is possible to define access for each page)


Create Roles and manage user role membership.

Define the access rights for the cases for each of the process statuses.

Access level can be defined for the entire form or to be detailed at page level access.