Product Requirements Document (PRD): Feature Access Control
Objective
Enable Superadmins in Agency Handy to control which features are visible to different user roles, including Admins, Project Managers (PMs), Assignees, and Clients. This will provide agencies with greater flexibility, security, and a more streamlined user experience by allowing them to disable or enable specific features for each role.
Problem Statement
Currently, all user roles in Agency Handy have fixed permissions, meaning Superadmins cannot control which features are available to Admins, PMs, Assignees, and Clients beyond their default role-based permissions. This results in:
Excessive Access for Some Roles – Users may have access to features they don’t need, leading to a cluttered and complex experience. Limited Customization – Agencies cannot tailor the platform based on their operational needs. Security Concerns – Some users can access sensitive actions (e.g., deleting services, invoices, or leads) even if they don’t need them. Examples of Current Limitations
Admins, PMs, and Assignees can see and perform all actions permitted to their role, but Superadmins cannot disable specific features they don’t want them using. Clients have access to invoices, orders, tickets, and approvals, but Superadmins cannot fine-tune which features they should see. Certain actions (e.g., deleting an order, ticket, or invoice) are hardcoded by role, preventing agencies from restricting them if needed. Solution: Feature Access Control
To solve this, Superadmins should be able to enable/disable specific features per role in Workspace Settings. This will allow agencies to:
Customize feature visibility for each role. Restrict access to sensitive features to prevent accidental data loss. Reduce UI clutter for Clients and Assignees by hiding irrelevant features. This update will enhance security, flexibility, and user experience, ensuring that every team member sees only the features they need to perform their tasks efficiently.
Goals & Objectives
Business Goals
Improve user experience by displaying only relevant features. Enhance security by hiding sensitive features from non-essential roles. Provide agencies with more control over how their teams and clients interact with Agency Handy. User Goals
Superadmins can enable/disable specific features per role. Admins, PMs, Assignees, and Clients only see features relevant to them. Ensure feature visibility settings are easy to manage and apply dynamically. Non-Goals
This will not override user role permissions (e.g., a PM cannot access Superadmin-only settings). This will not introduce custom roles (only predefined roles can be controlled). User Stories
Superadmin Feature Control As a Superadmin, I want to enable or disable specific features for Admins, PMs, Assignees, and Clients so that I can control their access to the platform. As an Admin/PM/Assignee/Client, I only want to see the features relevant to my role so that my interface is less cluttered and easier to use. As a Superadmin, I want changes in feature access to take effect immediately so that my team sees updates without needing to log out. As a Superadmin, I want the option to reset feature visibility settings to default so that I can quickly undo changes if needed. Functional Requirements
1. Feature Access Control Panel
Add a Feature Access Control section under Workspace Settings → Permissions. Enable/Disable specific features per role. View a list of features grouped by module. Apply settings per role (Admin, PM, Assignee, Client). 2. Feature List (Toggle Options per Role)
Superadmins can toggle each feature ON/OFF for each role. If a feature is disabled, it will be hidden from that role’s UI. 3. Role-Based UI Updates
If a feature is disabled for a role, it should be hidden from their UI. Ensure real-time updates without requiring a page refresh. 4. Reset & Default Settings
Provide a “Reset to Default” button to restore predefined feature settings. User Experience (UX) Flow
Superadmin navigates to Workspace Settings → Feature Access Control Toggles features on/off for each role Changes apply dynamically across all users Users only see enabled features in their UI Acceptance Criteria
Superadmins can enable/disable features per role. Hidden features do not appear in the UI for disabled roles. Changes take effect immediately without requiring a logout. A Reset to Default option allows quick reversion. Future Scope
Custom Role Creation – Allow agencies to define custom roles with tailored feature sets. Role-Based Pricing Plans – Adjust pricing based on feature access. Per-User Customization – Let agencies customize access at an individual user level. Conclusion
The Feature Access Control system will provide greater flexibility and security, ensuring users only see what's relevant to them. This update enhances the Agency Handy experience by making it cleaner, more controlled, and more efficient for all roles.
Next Steps:
Design the Feature Access UI and implement role-based visibility toggles. Ensure dynamic updates and test real-time role changes. Would you like additional restrictions on specific financial or reporting features? 🚀
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