In Bitrix24, you can configure access permissions for working with tasks. Configure roles, assign these roles to your employees or departments, and thus organize workflow in your company.
Go to the Tasks and Projects section > click More > Access Permissions.
Here you can configure access permissions based on the following categories.
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Tasks - specify which actions task creator and responsible person can perform with tasks.
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Templates - select which users can create, edit and delete task templates.
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Automation rules - turn on the toggle to allow users to create automation rules for their own tasks.
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Manage access permissions - enable this option to grant users access to edit access permissions settings.
By default, there are three pre-configured roles available.
- Full access - users with this role have full access to all possible actions with tasks.
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Supervisor - assign this role to all supervisors in your company.
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Employee - this role is assigned to all other employees. The main difference with the Supervisor role is that the Employee role doesn't allow viewing all tasks in the department.
Click the + button to assign a role to employees or departments.
Use the toggle to enable or disable access to each action.
You can create, edit, or clone as many roles as you need.
To create a new role, click the Create role button and enter the role's name. Then configure access permissions for it.
By default, only administrators can configure access permissions to tasks. You can enable this option for a specific role manually if needed.
Don't forget to save changes.
