Managing App Permissions and Visibility in BoldDesk
The Permissions tab allows you to control access to integrated applications within your organization by configuring write access, read access, and brand-based permissions.
Configuring Write Access
- Enable write access for all roles – Enabling this setting grants all roles permission to read and modify content within the application.
- Restrict write access to specific roles – To limit access, disable this option and select the roles that should have write permissions.
Configuring Read Access
- Enable read access for all roles – Enabling this setting provides all roles permission to read the content within the application.
- Restrict read access to specific roles – To limit visibility, disable this option and choose the roles that should have permission.
This section appears only if write access is disabled. Either read or write access must be configured.
Brand-Based Permissions
- Enable access for all brands – Enabling this option permits all brands to use the application and its features.
- Restrict access to specific brands – To limit access, disable this setting and select the agent brands that should have permission to use the application.
Brand-specific permissions will only be applicable to multiple accounts, including WooCommerce, Shopify, and Stripe.
Target Modules
- Enabling this option ensures that the application is visible in specific modules, such as Tickets, Contacts, Contact Groups, and Chat, based on the needs of your organization.
Frequently Asked Questions (FAQs)
1. What happens if both read and write access are disabled?
At least one must be enabled. The system requires either read or write access to be configured for any application.
2. Can I restrict both read and write access to different sets of roles?
Yes. Write and read permissions are configured separately and can be assigned to different roles.
3. Do brand-based permissions apply to single-brand setups?
No. Brand restrictions only appear in accounts with multiple brands (e.g., WooCommerce, Shopify, Stripe).
4. Does enabling a Target Module automatically grant read/write access?
No. Module visibility and permission levels are controlled independently.
