role-scoped-workspace-visibility

What problem does it solve?

This Skill addresses the need for granular control over data visibility within a workspace, ensuring that users only see information relevant to their role (owner, manager, agent).

Core Features & Use Cases

• Role-Based Access Control (RBAC): Implements visibility rules based on user roles.
• Explicit User Assignment: Allows for direct assignment of leads, tasks, and properties to specific users.
• Security Hardening: Enhances data security through Row-Level Security (RLS).
• Use Case: In a real estate CRM, agents should only see properties assigned to them or their team, while managers can see all properties within their region, and owners have a global view.

Quick Start

Implement the data contract for assigned user IDs and apply Row-Level Security before frontend filtering.