Understanding Access to Home and Applications
What it is
RAPTIX adapts Home and the main navigation to your role. Applications then applies resource grants to decide which workspaces, applications, and pages you can browse. A colleague can therefore see a Home section, navigation item, or Applications resource that is absent for you.
Why it's useful / Key benefits
- Clean, focused workspace. Home and the navigation show only the sections and product areas relevant to your role.
- Security by default. Applications containing sensitive data, advanced configuration, or administrative controls are automatically invisible to users who do not need them.
- Scoped Applications access. Resources that you cannot view are omitted instead of appearing as locked cards.
- Fast updates. Permission and grant changes appear after the affected page reloads.
Before you start
- You must be signed in. See How to log in.
- No special role is needed to read this guide — it applies to every user.
- Where to check your access: Use
/homefor Home sections and/applicationsfor the workspaces, applications, and pages granted to you.
How the permission system works
Roles and permissions
Every RAPTIX user is assigned one or more roles (for example, User, Manager, or Admin). Each role carries a set of permissions, including system permissions that control which application modules are accessible.
The main access relationships are:
| Area or section | Access used by the current interface |
|---|---|
| Home — Needs you | home.tasks or administrator access |
| Home — Your workflows | home.workflows or administrator access |
| Home — Recently in Applications | home.recent-apps, Applications access, or administrator access |
| Applications | Applications access, followed by resource-level grants |
| AI Agents | AI Agents access |
| Admin | Administrator role or the relevant administration permission |
These keys are implementation labels. When requesting access, name the user-facing area and the exact workspace, application, or page you need instead of asking for unrestricted access.
Where your role is displayed
Your current role is visible in the top navigation bar on every page, shown as a small colored badge next to your name:
- Admin — gold badge
- Manager — purple badge
- User (or any other role) — green badge
This helps you quickly confirm which access level you are working under.
How access is determined
When you sign in, RAPTIX retrieves your roles and permissions. Home uses those values to show its available sections, and Applications loads the resource grants that apply to your account. Reload the affected page after an administrator changes your access.
How to use it — step by step
Checking what you currently have access to
- Open
/homeand note whether Needs you, Your workflows, and Recently in Applications are available. - Open
/applicationsand browse the workspace, application, and page hierarchy. - Note your role badge in the top bar when asking an administrator to compare your access.
Identifying a missing module
- If a Home section or main navigation item is missing, note its current user-facing name.
- If content is missing inside Applications, note the workspace, application, and page names. Clear the current search first so a search result is not mistaken for an access problem.
Requesting access from your administrator
- Contact your organization's RAPTIX administrator and provide the area and resource names you recorded.
- After the administrator grants access, reload Home or Applications and check again.
Note: For Applications, a general product permission and a resource grant solve different problems. Ask the administrator to verify both when the area opens but a specific resource is absent.
Navigating to a module you have access to but cannot find
If a product area should be available but you cannot find it:
- Click the hamburger menu icon (three horizontal lines) in the top-left of the header to open the sidebar navigation panel.
- The sidebar lists the main areas available to your account. Select Applications to browse its resources; they are not presented as a Home app grid.
- If an area is absent from the sidebar, or a resource remains absent after clearing search, follow steps 5–7 above.
Options & settings explained
| Element | Description |
|---|---|
| Role badge (top bar) | Displays your current role. Determines which permissions you hold. |
| Home sections | Show tasks, workflow runs, and recent Applications items according to section access. |
| "No applications available" message | Shown when Home has no accessible application or section content. Contact your administrator. |
| Applications hierarchy | Shows only workspaces, applications, pages, and runnable forms available to your account. |
| Sidebar navigation | Lists the main product areas available to your role. |
Tips & best practices
- Do not try to access a module via a direct URL if you lack the permission. Typing a URL like
/workflow-managementwhen you don't have theworkflow-managementpermission will redirect you to an Access Restricted screen, not the target page. - Permissions can be added without any disruption. When your administrator grants you access, your session does not need to end — simply reload the Home screen.
- If you are an administrator and need to grant or adjust page access, open Admin → User management → Roles & access. See Manage Roles and Page Access for the current guide.
- Multiple roles are supported. If your account has been assigned more than one role, your effective permissions are the union of all permissions across all your roles. Multiple role badges appear in the top bar.
Frequently asked questions
Q: I had access to an area or Applications resource yesterday but it is gone today. What happened? A: Your administrator may have removed that permission from your role, or your role may have changed. Check with your administrator.
Q: My role badge says "User" but I need Admin access. Can I change this myself? A: No. Role assignments can only be changed by a system administrator. Contact your administrator and explain what additional access you need.
Q: I see more Applications resources than a colleague with the same role. How is that possible? A: Your organization may combine multiple roles with direct or role-based resource grants. Two users with the same displayed role can therefore have different Applications access.
Q: I'm an administrator and a Home section or Applications resource is missing. A: Verify the role permission for the product area and, for Applications, the applicable resource grant. Also clear search and reload the page before changing access.
Q: What happens if I follow a link someone shared that goes to a module I don't have access to? A: The platform will show you an Access Restricted screen explaining which permission is required and offering a Go Back and Open Home button. Your session remains active — you are not logged out.
Q: Can I request access for someone else on their behalf? A: You can ask your administrator to change another user's permissions, but you cannot change permissions yourself unless you are an administrator with access to the Admin area.