In every plan

Clear privileges: who can see, change, approve and export what

Set up roles from ready templates in plain words, or tick exactly what each role can do. Hide fields per role or make them read-only, and money and contact details a role cannot see are never sent to that person at all.

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Included in every plan. No card needed for the trial.

Key features

What you get with Roles & permissions.

Tick boxes per module

Every role is a column. Each module has the actions it really has (View, Create, Edit, Delete, Approve, Export, Manage), with a level as a quick preset.

Scopes in plain words

Choose whose records a role reaches: only their own, projects they manage, their groups, direct reports, their whole team, their department or everyone.

15 role templates

Admin, Manager, Team lead, Accountant, HR, Sales executive, Support agent, Warehouse / packer, Store operations, Finance, Read-only auditor and more, shown as cards that say what they allow.

Field rules per role

Fields can be Visible, Read-only or Hidden for a role, and tabs, sections and widgets can be shown or hidden. A person can have their own exceptions.

Sensitive data never sent

Hidden costs, prices, rates, salaries, order totals and customer phone, e-mail and address are left out of pages, downloads and exports for that person. Packing slips print without prices.

Who can do what

By person, by permission or by action: every tick box with the roles that have it, the groups that add it and the people who can do it now, with exceptions marked and a CSV download.

View as

See one person's access in plain words, their menu as they see it and "Why?" for every module. It never signs you in as them.

Your roles, groups and exceptions

Build your own roles on a company role, give groups extra access, and allow or deny one thing for one person with a reason and an end date. A deny always wins.

Sensitive switches

Approve leave, approve time, see salaries and rates, see locations, export data and delete items are separate switches. Nobody can give themselves extra access.

TaskSync Roles & permissions in Advanced mode: roles as columns with tick boxes for View, Create, Edit, Delete, Approve and Export per module

How it works

Up and running in 4 steps.

1
Start in Simple mode
Open Settings → Roles & permissions and give each role a ready template, or let Guided setup create the starter roles for you.
2
Tick what differs
Switch to Advanced for the tick boxes, scopes and sensitive switches of each role.
3
Set field rules
On a role's Tabs & fields, make cost or customer details Read-only or Hidden, and check the summary before you save.
4
Check with View as
Open View as for one person, or Who can do what for everyone, and download it when someone asks.

Questions

Roles & permissions: common questions.

Are roles and field rules an add-on?+

No. Roles & permissions, field rules, Who can do what and View as are part of TaskSync on every plan.

Is a hidden field only hidden on screen?+

No. Read-only and Hidden are enforced by TaskSync's server. Hidden money and contact details are left out of pages, quick views, downloads and CSV / Excel exports for that person.

Can owners be limited?+

No. Owners always have full access, and rules and exceptions do not apply to them. Only an owner can change the Admin role.

Does anything change when we upgrade?+

No. Nothing is set up by default, and a company that sets no rules works exactly as before.

Can I see why someone can open a page?+

Yes. View as shows each module with "Why?": the role, group or personal exception that gives the access.

Does View as sign me in as the person?+

No. It shows what they can and cannot do and their menu, without signing in as them.

Try Roles & permissions free for 30 days.

Set it up with your own people and work. See pricing when you are ready.

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