Help

The hub: Access

Who may do what in each tool, over which of your records, and who holds each tool's seats. Every change is written to Keyway Core, which enforces it, and kept in the history.

Getting started

These are the steps in the order somebody would do them. The same list is on the page: open the Keyway hub, choose Access, and press F1 or the link reading "How this works".

1. Press New role and name a job, such as Office

A role is what one job may do. Save it, then grant it what that job uses: a tool, what they may do in it and over which records. Give this role puts a person in it.

2. Pick the person whose access you are changing

The Person box shows their roles, their seats and what they can do in each tool, with the reason for every answer.

3. Grant or deny one thing

Choose who it is for, the tool, what they may do and how far it reaches, then press Save. A deny wins over every grant, and what is already written is listed under the form with Withdraw.

4. Give a seat, or release one

A seat says the business pays for somebody to use a tool; what they may do in it is still the grant. A tool with no seat left says so, and a seat is never bought from this page.

5. Take something away and change your mind

A removal waits ten seconds with Undo before it is written, and every change is listed under Every change with who made it and when.

When there is nothing here yet

Nobody's access is written yet

Until a role or a grant is saved, everybody here may use every tool the business holds.

First thing to do: Press New role to make the first, then give it to the people who do that job.

If you get stuck

Write to support@keywaysuite.com. We answer within one business day.