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Detail Panel & ACC Links
Learn how to use the slide-out detail panel to view, edit, and manage permissions, connections, and Advisor insights for nodes in the access control graph.
The Slide-Out Panel
Click any node in the graph to open a slide-out detail panel on the right side of the screen. The panel slides in without blocking interaction with the graph — you can still pan, zoom, and click other nodes while it's open.
Panel Tabs
The panel has two tabs:
- Details — shows connections and editing controls for the selected node
- Advisor — shows the Permissions Advisor analysis with severity-filtered insights and one-click fixes
You can also open the Advisor tab directly from the Advisor button in the toolbar.
Panel Header
The header shows:
- A coloured icon matching the subject type (folder, user, role, or company) when on the Details tab, or a lightbulb icon for the Advisor tab
- The type label (e.g., "Folder", "User", "Role", "Company")
- The resolved name in large text
Connections List
The panel body lists all permissions for the selected node:
- For folders — shows all subjects (users, roles, companies) that have permissions on this folder
- For subjects — shows all folders this subject has access to
Each connection shows:
- The permission level in a dropdown (editable for direct permissions)
- An Inherited badge for permissions inherited from a parent folder
- A remove button for direct permissions
Connections are sorted by permission weight (highest first).
Editing Permissions
Changing a Permission Level
For any direct (non-inherited) permission, use the dropdown to select a new level:
- View Only
- View/Download
- Upload
- Upload + Edit
- Full Control
The change is staged locally — the connection highlights in blue to indicate a pending change. Changes are not applied until you click Save Changes.
Removing a Permission
Click the trash icon next to any direct permission to stage it for removal. The connection highlights in red with a strikethrough.
Adding a Permission
When viewing a folder node, an Add Permission button appears at the bottom of the panel (only available when the project has a role CSV uploaded).
- Click Add Permission to open the add panel
- Select the permission level from the dropdown
- Search for a role by name
- Click a role to stage the addition
Roles that are already assigned (or already staged) are automatically hidden from the list.
Pending Changes
All staged changes appear in the Pending Changes section at the bottom of the panel. Each change shows:
- A colour-coded icon: green (+) for adds, red (trash) for removals, blue (edit) for level changes
- The subject name and folder name
- The specific change (e.g., "View → Full" or "Add as Edit" or "Remove (Full)")
- An undo (x) button to revert individual changes
Click Save Changes to apply all pending changes in a single batch, or Discard to cancel all of them.
Right-Click Context Menu
Right-click on any edge (permission line) to open a context menu where you can:
- Change the permission level — select from the available levels (the current level is highlighted)
- Remove the permission — stage it for deletion
Right-click on any node to:
- View Details — open the detail panel for this node
- View Subfolders (folders only) — drill into the folder
- Open in Autodesk Forma (folders only) — open the folder in Forma with the permissions panel visible
For inherited permissions, the context menu shows an informational message instead of edit options.
Folder Actions
When a folder is selected, two action buttons appear:
| Button | Description |
|---|---|
| View subfolders | Drills into this folder, loading its children in the graph |
| Forma | Opens the folder directly in Autodesk Forma with the permissions panel visible |
The link is region-aware — it uses the correct domain for your account (US, EMEA, etc.).
Forma Links on Connections
When viewing a subject's connections, each folder in the list also has a small external link icon that opens that folder in Forma.
Permissions Advisor Tab
The Advisor tab analyses the current graph data and surfaces insights grouped by severity:
- Critical (red) — issues that likely need attention, such as folders with no permissions
- Warning (amber) — potential problems worth reviewing, such as direct user permissions or permission gaps
- Suggestion (blue) — optimisation opportunities, such as role consolidation or redundant permissions
Filtering Insights
Use the severity pills at the top to filter: All, Critical, Warnings, or Suggestions.
Expanding an Insight
Click any insight card to expand it and see:
- Affected items — the specific folders, users, or roles involved
- Fix actions — buttons to stage recommended changes
Applying Fixes
For insights with actionable fixes:
- If there are 3 or fewer fixes, each gets its own Apply button
- If there are more, an Apply all button stages everything at once, or click Review individually to see and apply each fix separately
- Applied fixes appear in the Pending Changes section on the Details tab and can be saved or discarded from there
The Advisor re-runs automatically whenever the graph data loads or refreshes. In full tree mode, the Advisor analyses permissions across the entire hierarchy, catching cross-level issues that single-level analysis would miss.
Closing the Panel
Click the X button in the panel header, or click on empty space in the graph.