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Permissions

What data can the user access or create

Introduction to permissions

Within an organization, there are several types of persons/entities that can collaborate with it, for example:
  • Administrators
  • Managers
  • Heads of departments
  • Employees
  • Curricular Internships
  • Professional Internships
  • Outsourcing
  • External partners
  • External consultants
The access to information is also dynamic, like the cases below:
  • Trainee can only access their information.
  • They can access all the information of the their team.
  • The person in charge can access all the information of the department.
  • The Billing team can access everything and edit everything.
  • The Sales team can access everything but only edit the deals feature.
Not only are there countless types of people/entities. But there are also cases where, some users can only access a specific information, others can access all information, or even non-sensitive data.
To meet all needs, Airdesk works with a hierarchical level of permissions, represented as follows:
Workspace
└── Companies
└── Departments
└── Teams
└── Users

Types of Users

Airdesk allows the user to define individual rules.
There are several types of users in Airdesk:
  • Owner
  • Administrators
  • User

Owner

The Owner has access to all workspaces and information. This user can never be blocked or removed and can create Administrators or Users.

Administrators

The Administrator has access to all the space This user can be blocked or removed and can create Administrators or Users. He will not be able to change any Owner's data.

Users

Users have individual permissions and by default don't have access to the configuration panel.

Types of Permissions

The permissions are divided into the following categories:

User

In the user category, you can assign the user to:
  • Company
  • Department(s)
  • Team(s)

Contacts

In the "Contact" category, it's possible to define if the user has access to sensitive data such as: name, email, birthday, among others. There are situations where employees don't need to have access to contact data, but only to task or case information.
In this area, you can assign the access to import.

Services

It's in the category of services that the permissions are assigned in order for users to explore Airdesk. Below is an example of a possible permission:
This user has access to the call MENU. He/she cannot export any data. He/she can view all calls from the workspace, but only edit those of the company of which he/she is a member, but cannot delete any data.
He/she can assign individual permissions per service:

Reports

In this category, you can give access to reports.

Configuration

In this category, you can give access to Airdesk's configuration menu.

Admin

In this category, you can assign Admin access to a user.