System Features & Workspace Controls
Understand DeskGo navigation, enabled modules, notifications, reports, templates, access controls, and workspace administration.
What this service does
DeskGo presents the workflows enabled for the company and the permissions assigned to the current user. The exact navigation can vary by role, company configuration, subscription, and enabled services.
Who it is for
Users who want to understand the platform surface and administrators who need a checklist for workspace controls.
Recommended setup
- Review the navigation
Confirm which modules are visible to the current role and identify the owner for each operational area.
- Review enabled services
Check the services selected for the company and remove or restrict access that is no longer needed.
- Configure notifications
Review the event, recipient, template, and channel rules that keep users and customers informed.
- Configure reports and templates
Keep shared reports, content, documents, proposals, and operational templates owned and reviewable.
- Review access regularly
Audit roles, service permissions, branches, teams, and user status after organizational changes.
Main workflows
Role-aware navigation
Users see the areas permitted for their company role and enabled service scope.
Operational workspace
Use dashboards, records, notifications, reports, and templates together rather than treating each feature as isolated.
Administrative controls
Authorized administrators manage company identity, users, services, billing, content, and permissions.
Important controls
Company and role scope
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Service-level permissions
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Notification and template ownership
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Regular access review
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Frequently asked questions
Why can two users see different menu items?
DeskGo navigation is affected by the user's role, company scope, permissions, and enabled services.
Does the documentation promise every feature for every plan?
No. Feature availability can depend on the company's enabled services, subscription, role, and configuration.