How to Make a Workplace Section Role-Specific?

09:40 Jul 28, 2025

Hello Community,

I would like to configure my Workplace so that a custom section is visible only to specific user roles. For example, I want to hide the Owner Mapping section from regular users, as shown in the screenshot below.

Could anyone please guide me on how to set up role-based access or visibility for sections within a Workplace? Any best practices, steps, or documentation links would be greatly appreciated!

Thank you in advance for your help.

4 comments

Daria Spirina

11:13 Jul 28, 2025

Hello!
You can find detailed instructions on how to do this at the following link:
Creatio Academy – Set up workplaces

To proceed, you need to manage workplace access based on the user.

Ajay

12:26 Jul 28, 2025

Daria Spirina,

Thanks for the response.

The documentation mentions that workplaces can be managed based on user roles.

If I want to hide the only 'Owner Mapping' section from regular users, is it possible to do so within the same workplace?

Daria Spirina

12:31 Jul 28, 2025

Hi! You can grant access only to Supervisor or Administrator so that regular users won't see your section.

Ajay

12:36 Jul 28, 2025

Daria Spirina,

Yes, you're right, but I want the regular users to be able to see the Sales Analytics section.

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