1. Desks: Overview

Desks are the core building blocks of your Projects in Wifox Business Core Solution, providing fine-grained structure and access control. Think of each Desk as a “room” inside your Project where related activities, people, and clients live together. Key characteristics:

Default Desk: Every new Project automatically comes with one Default Desk. This ensures there’s always at least one workspace ready to use.

Unlimited Expansion: You can spin up as many additional Desks as needed—no hard limits.

Assignments:
Clients: Attach any number of clients or leads to a Desk. Only the employees assigned to that Desk (or holding appropriate “view all” permissions) can see and work with those clients.
Employees: Grant employees access by adding them to a Desk. They inherit any Project-level rights, plus Desk-specific rights (view own/all, manage own/all).
Manager Tagging: Within each Desk, you can tag one or more employees as “Manager” for a given client. That manager becomes the primary point of contact and can receive notifications, see all actions, and edit that client’s records.
Permission Inheritance & Isolation: Desks inherit overall Project settings (e.g., enabled modules), but enforce isolation of data—users who only have desk-level access cannot see clients or actions in other Desks unless explicitly granted “view all” or “manage all.”

The following actions are available in the Desks module: