Who Sees What¶
Two separate questions, decided in two separate places.
| Question | Decided by | Where |
|---|---|---|
| Can this person configure the account? | their user level on the platform | Users, in the admin portal |
| Can this person read this board? | the board's readers | Desk Center → Workflows → (board) → Settings |
Administrators and regular users¶
Desk Center follows the level each user already has on the platform. Nothing is configured twice.
An administrator sees everything: the boards and contacts, and the setup screens — workflows, fields, types, routing, storage.
A regular user sees the work and not the setup: Boards, Contacts and Leads. The configuration screens are not in their sidebar, and — this is the part that matters — the endpoints behind those screens refuse their changes too. A hidden screen whose buttons still work is not a permission.
Nothing to configure here
There is no separate Desk Center role to assign. Make somebody an administrator of the account in the usual place and they can configure Desk Center; leave them a regular user and they can work.
Who can read a board¶
Desk Center → Workflows → (board) → Settings → Who can see this board
Every board is readable by everybody in the account until you say otherwise. Three states:
| State | Who reads it | Who reads it after somebody new joins |
|---|---|---|
| Everyone (default) | everybody in the account | the new person, automatically |
| Only these people | the names on the list | not the new person |
| Everyone except | everybody not on the list | the new person, automatically |
Choose by which list will age better, not by which is shorter today. A board for a three-person team that rarely changes is an only list. A board everybody uses except contractors is an except list — and stays correct as the company grows.
The person editing is always kept
You cannot remove yourself from a board's readers while editing it, because a board you just locked yourself out of cannot be unlocked from inside Desk Center.
What a restricted board looks like to somebody without access¶
Nothing. It is not greyed out and it is not listed: it does not appear in their board list, its work does not appear in their searches, and a link to one of its items answers not found rather than not allowed.
That is deliberate. A board that announced its own existence would leak the thing restricting it was meant to hide — the names of your teams, your customers, or your cases.
What a regular user can still do¶
Everything the work needs: open items, move them across columns, assign, comment, attach files, link a contact, close and cancel. The restriction is about setting the account up, not about doing the work.