Configure What Self Service and Base Users Can See
The new permission settings can be found in Settings > Workspace under the Permissions section. Each permission can be toggled on or off independently, allowing for precise control over what your team members can access.
What's New
Customizable Visibility Settings
Administrators can now configure:
- Custody Visibility: Choose whether Self Service and Base users can see custody information for assets not assigned to them.
- Bookings Visibility: Choose whether Self Service and Base users can see bookings created by other team members.
By default, Self Service and Base users can only see custody and booking information for assets where they are directly involved. With these new settings, you can create a more transparent environment where team members can see who has which assets and when they're scheduled for use.
How It Works
The new permission settings can be found in Settings > Workspace under the Permissions section. Each permission can be toggled on or off independently, allowing for precise control over what your team members can access.
Special Cases
We've carefully designed this feature to handle special cases:
- Users can always see custody and booking information for assets assigned to them, regardless of their role.
- When custody visibility is disabled, Self Service and Base users will see a "Private" badge instead of custodian names on asset lists.
- Without booking visibility permissions, users will only see their own bookings in the calendar and booking lists.
Why This Matters
This update addresses feedback from many organizations that needed finer control over information sharing within their teams. Some benefits include:
- Enhanced Privacy: Restrict sensitive asset assignment information when needed
- Improved Transparency: Option to create a more open environment where everyone can see equipment status
- Tailored Experience: Create the perfect balance of access rights for your specific team structure
How to Get Started
This feature is available to all Team plan customers. To configure these permissions:
- Log in as an Administrator or Account Owner
- Navigate to Settings > Workspace
- Scroll to the Permissions section
- Use the toggles to enable or disable specific permissions
For detailed instructions, check out our new knowledge base article on configuring permissions.
Looking Ahead
This update is part of our ongoing commitment to make Shelf more flexible and customizable for teams of all sizes. We're already working on additional permission settings that will give you even more control over your workspace.
As always, we welcome your feedback on this new feature. Please reach out through our support channels to share your thoughts or suggestions.
Thank you for choosing Shelf for your asset management needs!
The Shelf Team
