How do we manage user access across teams?

User access in HDA is highly granular. For example, calendar permissions let you designate who can view or manage specific modules—like appointments or entire calendars. You can also restrict access so team members see only their assigned tasks or bookings.

This permission structure ensures sensitive data remains protected, while giving staff access to what they need: dispatchers see schedules, techs see appointments—but neither can modify system-wide settings unless you allow it.

Combined with CRM roles and workflows, this creates a secure, scalable environment for teams across locations.