Roles and permissions

Access control that is enforced where it counts

Agent, supervisor and admin roles live in a dedicated table and are checked on the server for every privileged call. Hiding a button is not security, so Hookdesk returns 403 instead of trusting the UI.

  • Roles stored separately from profiles to prevent privilege escalation
  • Server-side verification on security, billing and admin endpoints
  • Permission matrix to toggle capabilities per role
  • Global, group and restricted scopes for larger teams

Roles & permissions

Live in your workspace

Active
  • Database-enforced
  • 403 by default
  • Capability toggles
  • Scopes
  • Change history

Inside the workspace

What your team actually sees

Admin > Team holds the permission matrix: each capability against each role, with scope, saved instantly and enforced on the next request.

HookdeskBeta
AC

Good morning, Adam

Last 7 days

9

Assigned to me

3

Due within 4h

1

SLA at risk

0

Unassigned

184

Resolved (7d)

4.7

CSAT (7d)

My queue - due first

  • Invoice total looks wrong12m left
  • Cannot sign in to the portalbreached
  • Order SO-88213 never arrived1h 40m
  • How do I add a teammate?3h 05m

Setup health

  • Mailboxes connected3 syncing
  • Routing rules active11
  • Pending invites2
  • Portallive at help.northwind.co

Capabilities

Built for this job, not bolted on

Database-enforced

Row-level security uses a security-definer role check, not client state.

403 by default

Privileged endpoints reject non-admin callers regardless of what the UI shows.

Capability toggles

Turn individual abilities on or off per role without code changes.

Scopes

Global, group or restricted access for teams that serve separate client sets.

Change history

Permission changes are auditable like any other admin action.

Invite flow

New teammates receive a role at invite time rather than after the fact.

How it runs

From arrival to answer

  1. 1

    Invite

    Add a teammate with an initial role.

  2. 2

    Tune

    Adjust capabilities in the permission matrix if the default is too wide.

  3. 3

    Enforce

    Every server call re-checks the role before doing the work.

  4. 4

    Review

    Audit the matrix periodically as the team grows.

Detail

The small print that matters

Where it lives

Admin > Team > Permissions.

Roles

Agent, supervisor, admin, plus portal customers who are outside the agent model entirely.

Enforcement

Server functions verify the caller's role; the database applies row-level security independently.

Related

More administration features