Desk access and restrictions

  • Updated

Desk restrictions control which desks a user can access under your company in FareHarbor Desk. This helps limit visibility so users only see and work with data relevant to their assigned desks. This page explains how to assign desk access and how restrictions affect daily use and reporting.

Overview

When desk restrictions are applied:

  • Users can only access the desks assigned to them.
  • Users only see data associated with those desks.
  • Users with no assigned desk access may see no data in restricted areas.

Desk restrictions also apply to reporting. Users can only run reports on desks they are allowed to access.

Note: Users must have access to at least one desk to be able to successfully log in to FareHarbor Desk.

Assign desk access to a user

To assign desk access to a user:

  1. Navigate to Settings > Users.
  2. Select the user you want to update.
  3. Under the Desk access section, choose one or more desks the user can access.
  4. Click the Save button.

You can update or remove desk access at any time from the same section.

Frequently asked questions

What happens if a user has no desk access?

If a user has no assigned desk access, they will be unable to log in to FareHarbor Desk. Ensure that every user has access to at least one desk.

How do desk restrictions affect reports?

When running reports:

  • If no desk is selected, FareHarbor Desk includes all desks the user can access
  • If a user selects a desk they do not have access to, the request is blocked
  • If the user has no desk access, the report may return no results

Report permissions alone do not grant access to data. The user must also have access to the relevant desk.