What data can the user access or create
Within an organization, there are several types of persons/entities that can collaborate with it, for example:
- Heads of departments
- Curricular Internships
- Professional Internships
- 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:
Airdesk allows the user to define individual rules.
There are several types of users in Airdesk:
The Owner has access to all workspaces and information. This user can never be blocked or removed and can create Administrators or Users.
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 have individual permissions and by default don't have access to the configuration panel.
The permissions are divided into the following categories:
In the user category, you can assign the user to:
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.
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:
In this category, you can give access to reports.
In this category, you can give access to Airdesk's configuration menu.
In this category, you can assign Admin access to a user.