IAM in ROK: Smart Permissions Tailored to Every Role

Features to Discover
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IAM in ROK: Smart Permissions Tailored to Every Role

Security and clarity in access management are not optional.

ROK integrates a built-in IAM (Identity & Access Management) layer that allows you to precisely define who sees what, who does what, and under which conditions.

:bullseye: What’s It For?

  • Protecting sensitive data
  • Offering a personalized experience to each user
  • Preventing input or processing errors
  • Simplifying validations while remaining compliant with internal policies

:gear: How Does It Work?

  • Each user is assigned a role or position within the organization

  • Tasks, form fields, documents, and dashboards can be:

    • visible
    • editable
    • or completely hidden

    depending on the user’s role

:brain: The AI even suggests smart default assignments and restrictions when you create your process.

:briefcase: Real-World Examples

:small_blue_diamond: The CFO sees financial data and supporting documents
:small_blue_diamond: Managers only see HR-related data for their team
:small_blue_diamond: Field staff only see the forms they are responsible for

:locked_with_key: All other content is either hidden, inaccessible, or read-only

:white_check_mark: Why It Matters

  • Less clutter in the interface for end users
  • Stronger security without complex setups
  • A solid foundation to adopt Zero Trust models or meet regulatory compliance requirements