Permissions Settings – Access Control Management
The Permissions Settings section allows administrators to define granular access controls for different user roles within the Hidesk platform. This comprehensive documentation outlines all permission categories, their purposes, and how they affect user behavior across various organizational roles including Owner, Manager, and Employee.
Access Path
Access Path
Settings > Permissions
Permission Types & Logic
Permission (Checkbox)
Toggle on/off permission for specific actions
Access Level (Dropdown)
Control scope of data visibility and management
Allocation (Dropdown)
Determine assignment scope for tasks and resources
Access Level Options
Full Access
Can view and manage all records
Restricted Access
Only view/manage own or direct reports
Self
Access to own items only
No Access
Cannot view at all
Scope Controls
Everyone
Full organization access
Self
Only actions related to the user
Direct Reports
Subordinates in hierarchy
Restricted Access
Limited visibility/actions
1. Tasks Permissions
Task Management Controls
Controls how users interact with task functionalities including creation, verification, editing, and file attachments.
Core Task Permissions
Create Tasks
Allows users to create tasks
Allocation:
Verify Tasks
Grants permission to mark tasks as verified
Edit Tasks
Enables modification of task details
Delete Tasks
Allows deletion of tasks from the system
Visibility & Attachments
View Tasks
Defines task visibility scope
Scope:
Create Task Attachment
Grants permission to upload files to tasks
View Task Attachment
Allows viewing of task attachments
Delete Task Attachment
Permits deletion of attached files from tasks
2. Projects & 3. Templates Permissions
Projects Management
Defines access related to project creation, editing, deletion, and organizational visibility.
Create Projects
Allows creation and assignment of projects
Edit Projects
Enables changes to project details
Delete Projects
Allows deletion of projects
View Projects
Controls project visibility scope
Options:
Templates Management
Controls access to task templates including creation, editing, and organizational visibility.
Create Templates
Let users define reusable templates
Edit Templates
Permits editing existing templates
Delete Templates
Grants permission to remove templates
View Templates
Controls template visibility
Options:
4. Users & 5. Contacts Permissions
User Management
Governs user-level administration including creation, editing, and deletion of user accounts.
Create Users
Enables user creation with allocation scope
Edit Users
Grants ability to update user profiles
Delete Users
Permits removing users from system
View Users
Controls user visibility across organization
Scope:
Client Management
Controls access to client contact management including creation, editing, and viewing of client records.
Create Contacts
Grants permission to add and assign clients
Allocation:
Edit Contacts
Enables modifying client information
Delete Contacts
Permits deleting client records
View Contacts
Defines client record visibility
Scope:
6. Documents & 7. OKRs Permissions
Documents Management
Manages access to file and document modules including creation, editing, and organizational visibility.
Create Document
Enables adding documents and assigning them to others
Edit OKR
Allows updates to OKR information stored within files
Delete Task Attachment
Permission to delete uploaded attachments
View Files
Controls file visibility across organization
Scope:
OKRs Management
Permissions to manage Objectives and Key Results including creation, editing, deletion, and organizational visibility.
Create OKR
Allows adding OKRs with allocation control
Allocation:
Edit OKR
Permits changes to existing OKRs
Delete OKR
Enables deletion of OKRs
View OKR
Sets OKR visibility across organization
Scope:
8. Timesheet & 9. Reports Permissions
Timesheet Management
Manages timesheet access and control including creation, editing, and organizational visibility.
Create Timesheet
Let users create time entries with allocation
Edit Timesheet
Grants ability to edit time logs
Delete Timesheet
Enables deletion of timesheets
View Timesheet
Controls timesheet data visibility
Scope:
Reports & Analytics
Permissions for accessing data insights, team performance metrics, and analytical reports.
Report Visibility Settings
Defines whose reports are visible within organization
Options:
View Team Report
Grants access to summarized team performance reports
View Time Log
Allows access to raw time-tracking entries
View Time History
Enables seeing complete time history per user
View Graphical Reports
Allows viewing of visual charts and analytics
10. Labels & Invoice & 11. System Configurations
Labels Management
Minor but important feature permissions for organizing tasks and projects with custom labels.
Create Label
Lets users define and create custom task/project labels
Usage Examples:
Invoice Management
Controls access to financial and billing-related features within the platform.
Invoice Visibility Settings
Controls access to view and manage invoice-related features
Typical Access:
System Configurations
Controls deeper administrative access and critical system configuration permissions.
Manage User Settings
Access to general user settings configurations
Enabled for all rolesManage Organization Settings
Critical admin control for org-level settings
View User Group
Permission to view role-based user hierarchies
Benefits
Granular Control
Fine-grained permissions for precise access management across all modules
Role Flexibility
Support diverse organizational structures and team hierarchies
Data Security
Ensure sensitive data only accessible to authorized roles and individuals