Hierarchical roles

[eduardohartz]

Hey! I know this is quite a bit, and I totally understand it's a lot to implement, but I wanted to share an idea that could really streamline how users and data are managed across roles in the system. It’s a suggestion that ties together three concepts:

Hierarchical roles

Let’s say there are three roles:

Director → Manager → Agent

Each user is assigned one of these roles. A toggleable feature could allow users in higher roles to manage users in the roles directly beneath them. For example, a Manager can manage their Agents, and a General Manager can manage both Managers and their Agents. This could help with visibility and delegation of tasks. These roles can also have permissions, so essentially its the current system but with hierarchy.

Restricted access to entries

For example, if we have a Leads object, each lead would have an “owner” (or similar) field (assigned to a workspace user), and only that user would have access to view or interact with the lead.

But here’s where the role hierarchy comes in—if an Agent owns a lead, their Manager and Director should also be able to access and view that lead. This way, access is limited and secure but still allows oversight within the chain of command.

Distribution of entries

When adding or importing new entries (like leads), admins should be able to automatically distribute those entries across users in a specific role. For example, if I’m importing 500 leads and want them assigned to Agents, the system would evenly distribute those leads among all users with the Agent role.
So if there are 5 agents, each would receive 100 leads. This could help automate lead management and reduce manual assignment work (great for companies that have commissions based salary).

[TwoDoCZ]

+1

[Bonapara]

Hi @eduardohartz, thanks for sharing these insightful thoughts.I'll turn this into a discussion to explore the topic further. We are currently working on creating custom roles, and row-level permissions and role hierarchy may follow in due course.