1. The Explanation
This is controlled by the Task Visibility permission on the user's role.
Go to Settings → Roles → their role → Task Visibility:
- View Your Own Tasks — sees only tasks assigned directly to them, their team, or their role at their location
- View Your Own Tasks + Others' Tasks at Your Location — sees those plus all tasks at any location they're a member of
- View All Tasks — sees every task in the workspace
The second and third settings are correct and intended for Store Managers and District Managers. If a frontline employee is seeing others' tasks unexpectedly, switch their role's visibility to "View Your Own Tasks."
Also check: The Manage Tasks permission. Enabling this can expand what a user can interact with beyond their assigned tasks.
Note from a real customer case: A user may also see more tasks on a Project detail page than in their task list — this is expected. The project overview shows all tasks in the project; the task list respects the user's visibility permission.
Need Help?
Reach out to our Support Team at Support@xenia.team
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