Can We Control Which Business Records Each Employee Can See?

Can We Control Which Business Records Each Employee Can See?

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Yes, a bespoke business system can be designed around the access different people need. The useful starting point is the work itself: which records someone should read, which actions they should take and which information should remain outside their role.

Think beyond a single administrator account

A receptionist, engineer, manager and finance colleague may all use the same customer record in different ways. One might update contact details, another add a job report and another review payment information.

Permissions can also depend on ownership, branch or assignment. For example, a worker might see jobs allocated to their team rather than every job in the company. Those rules need to be defined clearly before they are implemented.

Check the complete journey

Access controls should apply to searches, reports, exports and direct requests as well as individual screens. Otherwise a restricted record could still become visible through a download or another route.

Test realistic scenarios: a person changes teams, covers for a colleague or needs temporary access. Agree who authorises the change and what happens when the temporary arrangement ends. Avoid giving everyone broad access simply because an exceptional case has not been planned.

Start with a simple permissions list

Write down each role and the essential actions it needs. Add examples of information that role must not see. Digital Solutions can use that list to help define a suitable access model for a new system or review an existing one.

The final controls depend on your requirements and the platform. They should be agreed and checked as part of the project, rather than assumed from the presence of a login screen.

Further reading: OWASP guidance on application access controls.

Discuss your business software requirements with Digital Solutions.