Configure access separately from job roles

Match access to the responsibilities people carry

Inspect profiles, assignments and visible scope against the person's current duties, including changes that leave their job title unchanged.

Inspect matrix Choose profile Review scope

Roles, playbooks and a practical launch plan for your team.

Keep work roles, reporting scope and access separate. Two native views distinguish organization meaning from the access-profile matrix.
SkillSmith · Keep work roles, reporting scope and access separate

Keep work roles, reporting scope and access separate

Pay only when you see results
Pay only when you see results

Agree the outcome for your first workflow with our team.

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“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”

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Configure access separately from job roles

Which access profile should apply to the person's actual responsibilities?

Start with profiles and assignments. This method makes access assignment and change history available within its permitted scope.

WORKED DECISION

Revisit access when duties change

Decision pointInformation to useResponsible next step
Inputs to reviewProfiles and AssignmentsInspect matrix.
Method actionVisible scopeChoose profile and Review scope.
Result to inspectAccess assignment and Change historyInspect the available result within the permitted scope.
Review the selected material, this occurrence's response and any conditional follow-up.

Connected work across your team

Configure access separately from job roles

Start with profiles and assignments. The steps below show the actions and information available for this method.

Super administrator

Inspect matrix

Start with profiles and assignments. Inspect matrix.

  • Profiles
  • Assignments

The difference in your team’s day

Access that matches responsibility

BeforeA job label or group membership is treated as every kind of access.

With SkillSmithSeparate reporting scope, playbook availability, published use and collaboration permissions.

Privacy-respecting measurement

BeforeInformation is collected without a clear purpose or viewing scope.

With SkillSmithUse scoped views and collect information for an explained work purpose.

Shared know-how that stays useful

BeforeUseful working knowledge remains in an unowned draft.

With SkillSmithBuild, review and reuse resources with owners, versions and collaboration.

Connected information and agent support

The materials that make this method usable

Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.

Your work context

Information to use

Profiles, Assignments and Visible scope.

Source context

A result to inspect

Access assignment and Change history.

Reviewed response
SkillSmith

We bring the relevant
context into your work

InputsProduct method
Inspect the result

Configure access separately from job roles

  • The job context
  • Your approved instructions
  • A clear response
Available to the right team member

Configure access separately from job roles

A person needs workspace permissions

Access assignment and Change history.

Cover of the SkillSmith product sheet

Keep the conversation moving

Take the method into your team's discussion

Use the product sheet to review the roles, materials, workflow and setup choices together.

  • The full working method and the focused decision
  • Responsibilities and useful materials
  • A practical starting plan

PDF · 6 pages

Our delivery approach

Set up a useful first example

Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.

  1. 01

    Choose the working inputs

    Review profiles, assignments and visible scope.

    What we prepare togetherThe inputs and scope for this method are clear.

  2. 02

    Agree who will use the method

    Confirm the relevant people and their permitted scope: Super administrator.

    What we prepare togetherPeople use the method within the agreed responsibility and access.

  3. 03

    Try the useful actions

    Inspect matrix, Choose profile and Review scope.

    What we prepare togetherWorkspace permissions reflect the assigned profile.

Talk with our team

We are here to help

Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.

Bring your work; we help prepare the method

We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.

Your materialUse the instructions, forms and references your team already maintains.

Practical preparationConnect the material to the people and responses needed for the method.

A useful walkthroughTry the ordinary route and the point where your team needs a different decision.

Rohit Singh

Rohit Singh

VP of Strategic Partnerships

Connecting your workflows with the systems and partners you rely on.

Brent Jackson

Brent Jackson

Director of Customer Success

Helping your team turn procedures into practical learning and task completion.

Your questions

Prepare the method for your team

What can we inspect after using this method?

The method provides access assignment and change history. Workspace permissions reflect the assigned profile.

Who uses this method?

The permitted roles are Super administrator. Confirm the people and their access for the selected example.

Which choices do we need to make first?

Review profiles, assignments and visible scope. Use those choices to prepare the first example and its permitted scope.

Which access profile should apply to the person's actual responsibilities?

A person changes duties but keeps the same job title; review access against the new responsibility rather than inferring it from the label.

Plan a useful first walkthrough

See it with your team’s work

Bring one real example and the information needed for this method. We will walk through its actions, result and permitted scope.

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