- Project access decides whether the person can open the project.
- The active project or company permission role decides the baseline module access.
- Per-user module overrides and granular flags can allow or deny specific modules or sensitive actions.
- Explicit page-role policies from Site Map can further restrict which roles can open a page.
- the user is not assigned to the project,
- the page is admin-only,
- the page has an explicit Site Map Allowed Roles policy and the user’s role is not selected,
- the action requires a stronger permission level,
- the record is intentionally private or employee-sensitive,
- the source system has not synced the expected record yet.
Page Access In Site Map
Site Map has two role-related columns:- Allowed Roles controls the page-level allowlist.
- Roles That Qualify is a read-only explanation of which roles satisfy the current module requirement.