Feature
Roles and permissions inside a workspace
Who can see what, decided by role, enforced on the server rather than hidden in the interface.
Morfync assigns each user a role within their workspace. Roles determine which records and actions are available, and access rules are enforced server-side so hiding a button is never the only control.
What it does
Inside the feature
Roles per workspace
A user belongs to a workspace and holds a role in it. Access never spans workspaces.
Server-side enforcement
Permission checks run on the server. The interface reflects the rules; it does not define them.
Protected routes
Application areas require an authenticated session with an appropriate role before they load data.
Ownership stays visible
Record ownership is separate from permission, so you can see who is responsible without opening access to everyone.
Why it matters
The problem this solves
Client data deserves boundaries
Agencies and professional-service firms hold information their own clients expect to be contained. Roles make that containment explicit.
Interface-only permissions are not security
A hidden menu item is not a control. Enforcement has to happen where the data is served.
FAQ
Common questions
Related
Explore the rest of the product
Workspace Configuration
Configuration instead of custom development: the same product, shaped to each business.
Read moreActivity Timeline
One chronological account of what happened, on the record it happened to.
Read moreAction Dashboard
Not a wall of charts. A short answer to the question 'what needs me today?'
Read moreSee it configured around your process
Book a walkthrough and we'll show roles & permissions inside a workspace set up for a business like yours.