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Roles & permissions

WorkSquares controls access with roles and permissions, enforced on every request across all modules.

Concepts

Section titled “Concepts”
  • Users — people in your workspace.
  • Roles — named sets of permissions (e.g. Sales Rep, Accountant, Admin).
  • Permissions — fine‑grained rights per object and action (view, create, update, delete).

How it works

Section titled “How it works”
  • Each user is assigned one or more roles.
  • Permissions are checked server‑side on every action — the UI only ever shows what a user is allowed to do.
  • The Admin role has full access; create additional roles to match how your teams actually work.

Good practice

Section titled “Good practice”
  • Give each team the least access it needs.
  • Use separate roles for finance (Accounts/Billing) and sales (CRM/CPQ).
  • Review role assignments when people change teams; assignments can be time‑bound.