Home / Help / Reference Every permission, and what it unlocks Generated from the capability catalogue the app itself checks.
A role is a set of these. Nobody is an “admin” or a “staff member” here — those were fixed roles in an early version and they are gone. An owner composes a role out of the list below, and the app checks the same list on every screen and every action.
Permissions marked Read keep working when a subscription lapses; permissions marked Write stop until the bill is paid. Nothing is ever deleted or hidden by a lapse.
Inventory Permission What it allows Read / write Screens inventory.viewSee items and stock levels read /inventoryinventory.createAdd new items write — inventory.editEdit item details write — inventory.deleteDelete items write — inventory.adjustRun stock counts and adjust quantities write — inventory.total.adjustChange an item's total count write — inventory.zone.manageManage storage zones write /inventory/zonesinventory.category.manageManage categories write /inventory/categories
Bookings Permission What it allows Read / write Screens bookings.viewSee bookings read /bookingsbookings.createCreate bookings write — bookings.editEdit booking details and lines write — bookings.status.outMark stock as gone out write — bookings.status.confirmConfirm a tentative booking write — bookings.status.cancelCancel a booking write — bookings.returnProcess returns write — bookings.overrideOverride an overbooking write — bookings.type.manageManage booking types write /bookings/typesavailability.viewCheck availability read /bookings/availability
Planning Permission What it allows Read / write Screens planning.viewSee run sheets read /planningplanning.manageWrite and change run sheets write — planning.completeTick a task done write — planning.overrideOverride a crew clash write —
Logistics Permission What it allows Read / write Screens logistics.viewSee the dispatch board read /dispatchlogistics.scheduleSchedule runs and assign vehicles and crew write — logistics.overrideOverride a vehicle or crew clash write — logistics.vehicle.manageManage vehicles and transport suppliers write /dispatch/vehicles
Procurement Permission What it allows Read / write Screens procurement.viewSee purchase orders and vendors read /procurementprocurement.manageRaise and change purchase orders write — procurement.receiveRecord what arrived against an order write — procurement.vendor.manageManage vendors write /procurement/vendorsprocurement.bill.manageRecord supplier bills and payments write —
Customers Permission What it allows Read / write Screens customers.viewSee customers read /customerscustomers.createAdd customers write — customers.editEdit customer records write — customers.archiveArchive and restore customers write — customers.mergeMerge duplicate customers write — customers.contacts.manageManage contacts write — customers.addresses.manageManage addresses write — customers.interactions.logLog an interaction write — customers.interactions.edit.ownCorrect their own logged interactions write — customers.interactions.edit.anyCorrect anyone's logged interactions write —
Finance Permission What it allows Read / write Screens finance.viewSee quotes, invoices, and payments read /financefinance.quote.createCreate and edit draft quotes write — finance.quote.sendSend and decide quotes write — finance.invoice.createCreate and edit draft invoices write — finance.invoice.issueIssue invoices write — finance.payment.recordRecord and reverse payments write — finance.document.voidVoid financial documents write — finance.settings.manageManage finance settings write /settings/business-profile/settings/financefinance.item.priceSee and set item prices read — finance.item.costSee and set item cost prices read —
Staff / HR Permission What it allows Read / write Screens staff.viewSee the staff list read /settings/teamstaff.createCreate staff accounts write — staff.editEdit staff records write — staff.deactivateDeactivate and reactivate accounts write — staff.role.assignAssign roles to people write — staff.password.resetReset someone's password write —
Audit Permission What it allows Read / write Screens audit.viewSee the audit log read /audit-log
Reports Permission What it allows Read / write Screens reports.viewSee business reports read /reports
Enquiries Permission What it allows Read / write Screens leads.view operator only See and handle demo requests read /subscribers/enquiries/subscribers/leads/subscribers/mail
Subscription Permission What it allows Read / write Screens billing.manageSee and pay the subscription write /settings/billing
Operator Permission What it allows Read / write Screens subscriptions.view operator only See every company's subscription read /subscribers
Editing roles is not on this list There is deliberately no permission for editing roles. If there were, whoever held it could grant themselves every other one, which is a hole through the middle of the system. Only the owner of the business reaches the role editor, and that cannot be delegated.
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