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Department scoping — limit user access by department

How to restrict users to specific departments in Easedesk. Per-user allowed_departments + per-role scope (all/assigned/own).

3 min read·Updated 2026-06-30

Quick answer

Easedesk lets you limit what a user sees by department. Use Settings → Users → edit user → Department Access to pick which departments they can view. The navbar Department Switcher then only shows that subset, and list APIs (HR, Sales, Payroll) filter accordingly.

How it works

Each role has a 'department scope' — 'all' (no restriction), 'assigned' (only depts on the user), or 'own' (only their own employee department).

On top of that, each user can have an explicit allowed_departments list that overrides the role default.

Setting it up

Open Settings → Users & Roles → click a user. The Department Access panel shows checkboxes for every department in your workspace. Tick the ones this user should see, click Save.

What gets filtered

Lists across HR (employees, leaves), Payroll (payslips), Sales (orders, invoices, customers), CRM (leads, contacts), Procurement (POs, vendor bills), Projects, Tickets and Tasks all respect the scope.

Frequently asked questions

Can a Sales Rep see only their own customers?
Yes. Set their role scope to 'assigned' and tick only the departments they should see. The navbar will auto-scope all lists.
What if I want to disable dept scoping?
Set the user's role scope to 'all' or grant them all departments. The Department Switcher will show 'All departments'.
Do legacy records (created before scoping) show up?
Records with no department attribution are visible to users entitled to 'All departments' but hidden from dept-restricted users.
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