System permissions table
Every permission in Deexe, grouped by module, with what it allows, the scope options, and whether it sits under More.
On this page
Who is this table for?
- HR manager or system admin: picks a role or employee permission and knows exactly what it does.
- Management: checks that a supervisor or accountant only gets what they need.
How to read the table
Each row is one permission. What it allows is what the person can do. Scope is the dropdown:
- All: every record in the company.
- Added: records they created.
- Owned: records assigned to them.
- Added & Owned: both.
- None: they cannot use this action.
Where: either the Add / View / Update / Delete columns, or under More in the same module.
Set a role: Add roles and set permissions. Set one person: Custom permissions for one employee.
Some modules appear in your company only if they are included in the subscription.
Human resources
Employees
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Employees | Lets this person add new «Employees». | All / None | Add / View / Update / Delete |
| View Employees | Lets this person open and see «Employees». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Employees | Lets this person change existing «Employees». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Employees | Lets this person delete «Employees». | All / Added / None | Add / View / Update / Delete |
| Edit Employee Names | Lets this person change employee display names only, without editing the rest of the profile. | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Add Designation | Lets this person add new «Designation». | All / None | More |
| View Designation | Lets this person open and see «Designation». | All / None | More |
| Edit Designation | Lets this person change existing «Designation». | All / None | More |
| Delete Designation | Lets this person delete «Designation». | All / None | More |
| Add Department | Lets this person add new «Department». | All / None | More |
| View Department | Lets this person open and see «Department». | All / None | More |
| Edit Department | Lets this person change existing «Department». | All / None | More |
| Delete Department | Lets this person delete «Department». | All / None | More |
| Add Documents | Lets this person add new «Documents». | All / None | More |
| View Documents | Lets this person open and see «Documents». | All / Added / Owned / Added & Owned / None | More |
| Edit Documents | Lets this person change existing «Documents». | All / Added / Owned / Added & Owned / None | More |
| Delete Documents | Lets this person delete «Documents». | All / Added / Owned / Added & Owned / None | More |
| View Leaves Taken | Lets this person see how much leave an employee has already used. | All / None | More |
| Update Leaves Quota | Lets this person change an employee’s remaining leave balance. | All / None | More |
| View Employee Tasks | Lets this person open the Tasks tab on an employee profile. | All / None | More |
| View Employee Projects | Lets this person open the Projects tab on an employee profile. | All / None | More |
| View Employee Timelogs | Lets this person open time logs on an employee profile. | All / None | More |
| Change Employee Role | Lets this person change another employee’s user role (what they can open in the system). | All / None | More |
| Manage Emergency Contact | Lets this person add and edit emergency contacts on the employee profile. | All / None | More |
| Manage Award | Lets this person manage award types used in appreciation. | All / None | More |
| Add Appreciation | Lets this person add new «Appreciation». | All / None | More |
| View Appreciation | Lets this person open and see «Appreciation». | All / Added / Owned / Added & Owned / None | More |
| Edit Appreciation | Lets this person change existing «Appreciation». | All / Added / Owned / Added & Owned / None | More |
| Delete Appreciation | Lets this person delete «Appreciation». | All / Added / Owned / Added & Owned / None | More |
| Add Immigration | Lets this person add new «Immigration». | All / Owned / None | More |
| View Immigration | Lets this person open and see «Immigration». | All / Added / Owned / Added & Owned / None | More |
| Edit Immigration | Lets this person change existing «Immigration». | All / Added / Owned / Added & Owned / None | More |
| Delete Immigration | Lets this person delete «Immigration». | All / Added / Owned / Added & Owned / None | More |
| View Multi Account | Lets this person see if an employee has more than one account in the company. | All / Added / Owned / Added & Owned / None | More |
| Add Employee Note | Lets this person add new «Employee Note». | All / None | More |
| View Employee Note | Lets this person open and see «Employee Note». | All / Added / Owned / Added & Owned / None | More |
| Edit Employee Note | Lets this person change existing «Employee Note». | All / Added / Owned / Added & Owned / None | More |
| Delete Employee Note | Lets this person delete «Employee Note». | All / Added / Owned / Added & Owned / None | More |
Attendance
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Attendance | Lets this person add new «Attendance». | All / None | Add / View / Update / Delete |
| View Attendance | Lets this person open and see «Attendance». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Attendance | Lets this person change existing «Attendance». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Attendance | Lets this person delete «Attendance». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Employee Shifts | Lets this person fully set up «Employee Shifts» (add, change, and delete). | All / None | More |
| View Shift Roster | Lets this person open and see «Shift Roster». | All / Owned / None | More |
| External Missions Access Permissions | Lets this person manage external missions and field visits. | All / None | More |
| Home Attends Permissions | Lets this person manage clock-in from home / remote attendance. | All / None | More |
Leaves
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Leave | Lets this person add new «Leave». | All / Added / None | Add / View / Update / Delete |
| View Leave | Lets this person open and see «Leave». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Leave | Lets this person change existing «Leave». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Leave | Lets this person delete «Leave». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Approve Or Reject Leaves | Lets this person accept or refuse leave requests. | All / None | More |
| Delete Approve Leaves | Lets this person remove a leave that was already approved. | All / None | More |
Holidays
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Holiday | Lets this person add new «Holiday». | All / None | Add / View / Update / Delete |
| View Holiday | Lets this person open and see «Holiday». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Holiday | Lets this person change existing «Holiday». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Holiday | Lets this person delete «Holiday». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
Payroll
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Payroll | Lets this person add new «Payroll». | All / None | Add / View / Update / Delete |
| View Payroll | Lets this person open and see «Payroll». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Payroll | Lets this person change existing «Payroll». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Payroll | Lets this person delete «Payroll». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Salary Payment Method | Lets this person fully set up «Salary Payment Method» (add, change, and delete). | All / None | More |
| Manage Salary Component | Lets this person fully set up «Salary Component» (add, change, and delete). | All / None | More |
| Manage Salary Group | Lets this person fully set up «Salary Group» (add, change, and delete). | All / None | More |
| Manage Salary Tds | Lets this person fully set up «Salary Tds» (add, change, and delete). | All / None | More |
| Manage Employee Salary | Lets this person fully set up «Employee Salary» (add, change, and delete). | All / None | More |
| View Payroll of Reported Employees | Lets this person see payroll only for people who report to them, not the whole company. | All / None | More |
| View Salary Advances of Reported Employees | Lets this person see salary advances only for people who report to them. | All / None | More |
| View Incentives & Penalties of Reported Employees | Lets this person see incentives and penalties only for people who report to them. | All / None | More |
Salary Advance
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add salary advances | Lets this person add new «salary advances». | All / Added / None | Add / View / Update / Delete |
| View salary advances | Lets this person open and see «salary advances». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit salary advances | Lets this person change existing «salary advances». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete salary advances | Lets this person delete «salary advances». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Approve salary advances | Lets this person approve or refuse «salary advances». | All / Added / Owned / Added & Owned / None | More |
| Link salary advance to a bank account | Lets this person link «salary advance to a bank account» to a bank account or related record. | All / None | More |
Employee Incentive / Penalty
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add incentives and penalties | Lets this person add new «incentives and penalties». | All / Added / None | Add / View / Update / Delete |
| View incentives and penalties | Lets this person open and see «incentives and penalties». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit incentives and penalties | Lets this person change existing «incentives and penalties». | All / Added / None | Add / View / Update / Delete |
| Delete incentives and penalties | Lets this person delete «incentives and penalties». | All / Added / None | Add / View / Update / Delete |
| Approve incentives and penalties | Lets this person approve or refuse «incentives and penalties». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
Employee Commissions
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Manage employee commissions | Lets this person set and follow employee commissions. | All / None | More |
Employee KPI
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| View Employee KPI | Lets this person open and see «Employee KPI». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Add KPI Reviews & Cycles | Lets this person add new «KPI Reviews & Cycles». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit / Submit KPI Reviews | Lets this person change existing «/ Submit KPI Reviews». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete KPI Reviews & Cycles | Lets this person delete «KPI Reviews & Cycles». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| View KPI Templates | Lets this person open and see «KPI Templates». | All / None | Add / View / Update / Delete |
| Add KPI Templates | Lets this person add new «KPI Templates». | All / None | Add / View / Update / Delete |
| Edit KPI Templates | Lets this person change existing «KPI Templates». | All / None | Add / View / Update / Delete |
| Delete KPI Templates | Lets this person delete «KPI Templates». | All / None | Add / View / Update / Delete |
| Manage KPI Settings | Opens «KPI Settings» settings and lets this person change them for the company. | All / None | More |
Custody and assets
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Asset | Lets this person add new «Asset». | All / None | Add / View / Update / Delete |
| View Asset | Lets this person open and see «Asset». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Asset | Lets this person change existing «Asset». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Asset | Lets this person delete «Asset». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Add Assets Type | Lets this person add new «Assets Type». | All / None | More |
| Edit Assets Type | Lets this person change existing «Assets Type». | All / None | More |
| View Assets Type | Lets this person open and see «Assets Type». | All / None | More |
| Delete Assets Type | Lets this person delete «Assets Type». | All / None | More |
| Edit Assets History | Lets this person change existing «Assets History». | All / None | More |
| Delete Assets History | Lets this person delete «Assets History». | All / None | More |
| View Assets History | Lets this person open and see «Assets History». | All / None | More |
Letter
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Letter | Lets this person add new «Letter». | All / None | Add / View / Update / Delete |
| View Letter | Lets this person open and see «Letter». | All / None | Add / View / Update / Delete |
| Edit Letter | Lets this person change existing «Letter». | All / None | Add / View / Update / Delete |
| Delete Letter | Lets this person delete «Letter». | All / None | Add / View / Update / Delete |
| Add Template | Lets this person add new «Template». | All / None | More |
| View Template | Lets this person open and see «Template». | All / None | More |
| Edit Template | Lets this person change existing «Template». | All / None | More |
| Delete Template | Lets this person delete «Template». | All / None | More |
Recruit
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Manage Skills | Lets this person fully set up «Skills» (add, change, and delete). | All / None | More |
| Add Job | Lets this person add new «Job». | All / Added / Owned / Added & Owned / None | More |
| View Job | Lets this person open and see «Job». | All / Added / Owned / Added & Owned / None | More |
| Edit Job | Lets this person change existing «Job». | All / Added / Owned / Added & Owned / None | More |
| Delete Job | Lets this person delete «Job». | All / Added / Owned / Added & Owned / None | More |
| Add Job Application | Lets this person add new «Job Application». | All / Added / None | More |
| View Job Application | Lets this person open and see «Job Application». | All / Added / Owned / Added & Owned / None | More |
| Edit Job Application | Lets this person change existing «Job Application». | All / Added / Owned / Added & Owned / None | More |
| Delete Job Application | Lets this person delete «Job Application». | All / Added / Owned / Added & Owned / None | More |
| Add Notes | Lets this person add new «Notes». | All / Added / None | More |
| Edit Notes | Lets this person change existing «Notes». | All / Added / Owned / Added & Owned / None | More |
| Delete Notes | Lets this person delete «Notes». | All / Added / Owned / Added & Owned / None | More |
| Add Application Status | Lets this person add new «Application Status». | All / None | More |
| Edit Application Status | Lets this person change existing «Application Status». | All / None | More |
| Delete Application Status | Lets this person delete «Application Status». | All / None | More |
| Change Application Status | Lets this person change «Application Status». | All / None | More |
| Add Interview Schedule | Lets this person add new «Interview Schedule». | All / Added / None | More |
| View Interview Schedule | Lets this person open and see «Interview Schedule». | All / Added / Owned / Added & Owned / None | More |
| Edit Interview Schedule | Lets this person change existing «Interview Schedule». | All / Added / Owned / Added & Owned / None | More |
| Delete Interview Schedule | Lets this person delete «Interview Schedule». | All / Added / Owned / Added & Owned / None | More |
| Reschedule Interview | Lets this person reschedule «Interview». | All / Added / Owned / Added & Owned / None | More |
| Add Recommendation Status | Lets this person add new «Recommendation Status». | All / None | More |
| Edit Recommendation Status | Lets this person change existing «Recommendation Status». | All / None | More |
| Delete Recommendation Status | Lets this person delete «Recommendation Status». | All / None | More |
| Add Recruiter | Lets this person add new «Recruiter». | All / None | More |
| Edit Recruiter | Lets this person change existing «Recruiter». | All / None | More |
| Delete Recruiter | Lets this person delete «Recruiter». | All / None | More |
| Add Offer Letter | Lets this person add new «Offer Letter». | All / Added / None | More |
| View Offer Letter | Lets this person open and see «Offer Letter». | All / Added / Owned / Added & Owned / None | More |
| Edit Offer Letter | Lets this person change existing «Offer Letter». | All / Added / Owned / Added & Owned / None | More |
| Delete Offer Letter | Lets this person delete «Offer Letter». | All / Added / Owned / Added & Owned / None | More |
| Add Footer Link | Lets this person add new «Footer Link». | All / None | More |
| Edit Footer Link | Lets this person change existing «Footer Link». | All / None | More |
| Delete Footer Link | Lets this person delete «Footer Link». | All / None | More |
| View Report | Lets this person open and see «Report». | All / None | More |
| Recruit Settings | Opens hiring settings (careers page, default fields) and lets them change them. | All / None | More |
| Manage Job Category | Lets this person fully set up «Job Category» (add, change, and delete). | All / None | More |
| Manage Job Sub Category | Lets this person fully set up «Job Sub Category» (add, change, and delete). | All / None | More |
| View dashboards | Lets this person open and see «dashboards». | All / None | More |
Clients, bookings and sales
Clients
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Clients | Lets this person add new «Clients». | All / None | Add / View / Update / Delete |
| View Clients | Lets this person open and see «Clients». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Clients | Lets this person change existing «Clients». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Clients | Lets this person delete «Clients». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Client Category | Lets this person fully set up «Client Category» (add, change, and delete). | All / None | More |
| Manage Client Subcategory | Lets this person fully set up «Client Subcategory» (add, change, and delete). | All / None | More |
| Add Client Contacts | Lets this person add new «Client Contacts». | All / None | More |
| View Client Contacts | Lets this person open and see «Client Contacts». | All / Added / None | More |
| Edit Client Contacts | Lets this person change existing «Client Contacts». | All / None | More |
| Delete Client Contacts | Lets this person delete «Client Contacts». | All / None | More |
| Add Client Note | Lets this person add new «Client Note». | All / None | More |
| View Client Note | Lets this person open and see «Client Note». | All / Added / Owned / Added & Owned / None | More |
| Edit Client Note | Lets this person change existing «Client Note». | All / Added / Owned / Added & Owned / None | More |
| Delete Client Note | Lets this person delete «Client Note». | All / Added / Owned / Added & Owned / None | More |
| Add Client Document | Lets this person add new «Client Document». | All / None | More |
| View Client Document | Lets this person open and see «Client Document». | All / Added / Owned / Added & Owned / None | More |
| Edit Client Document | Lets this person change existing «Client Document». | All / Added / Owned / Added & Owned / None | More |
| Delete Client Document | Lets this person delete «Client Document». | All / Added / Owned / Added & Owned / None | More |
| View Client Calls | Lets this person open and see «Client Calls». | All / Added / None | More |
| Add Client Call Details | Lets this person add new «Client Call Details». | All / None | More |
Leads
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Lead | Lets this person add new «Lead». | All / Added / None | Add / View / Update / Delete |
| View Lead | Lets this person open and see «Lead». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Lead | Lets this person change existing «Lead». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Lead | Lets this person delete «Lead». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Lead Custom Forms | Lets this person fully set up «Lead Custom Forms» (add, change, and delete). | All / None | More |
| View Lead Sources | Lets this person open and see «Lead Sources». | All / Added / None | More |
| Add Lead Sources | Lets this person add new «Lead Sources». | All / None | More |
| Edit Lead Sources | Lets this person change existing «Lead Sources». | All / Added / None | More |
| Delete Lead Sources | Lets this person delete «Lead Sources». | All / Added / None | More |
| Add Lead Note | Lets this person add new «Lead Note». | All / None | More |
| View Lead Note | Lets this person open and see «Lead Note». | All / Added / Owned / Added & Owned / None | More |
| Edit Lead Note | Lets this person change existing «Lead Note». | All / Added / Owned / Added & Owned / None | More |
| Delete Lead Note | Lets this person delete «Lead Note». | All / Added / Owned / Added & Owned / None | More |
| View Lead Category | Lets this person open and see «Lead Category». | All / Added / Owned / Added & Owned / None | More |
| Add Lead Category | Lets this person add new «Lead Category». | All / None | More |
| Edit Lead Category | Lets this person change existing «Lead Category». | All / None | More |
| Delete Lead Category | Lets this person delete «Lead Category». | All / None | More |
| Add Deals | Lets this person add new «Deals». | All / None | More |
| View Deals | Lets this person open and see «Deals». | All / Added / Owned / Added & Owned / None | More |
| Edit Deals | Lets this person change existing «Deals». | All / Added / Owned / Added & Owned / None | More |
| Delete Deals | Lets this person delete «Deals». | All / Added / Owned / Added & Owned / None | More |
| Manage Deal Stages | Lets this person fully set up «Deal Stages» (add, change, and delete). | All / None | More |
| Change Deal Stages | Lets this person change «Deal Stages». | All / None | More |
| View Deal Agents | Lets this person open and see «Deal Agents». | All / Added / Owned / Added & Owned / None | More |
| Add Deal Agent | Lets this person add new «Deal Agent». | All / None | More |
| Edit Deal Agent | Lets this person change existing «Deal Agent». | All / Added / Owned / Added & Owned / None | More |
| Delete Deal Agent | Lets this person delete «Deal Agent». | All / Added / Owned / Added & Owned / None | More |
| View Deal Files | Lets this person open and see «Deal Files». | All / Added / None | More |
| Add Deal Files | Lets this person add new «Deal Files». | All / None | More |
| Delete Deal Files | Lets this person delete «Deal Files». | All / Added / None | More |
| View Deal Follow Up | Lets this person open and see «Deal Follow Up». | All / Added / None | More |
| Add Deal Follow Up | Lets this person add new «Deal Follow Up». | All / None | More |
| Edit Deal Follow Up | Lets this person change existing «Deal Follow Up». | All / Added / None | More |
| Delete Deal Follow Up | Lets this person delete «Deal Follow Up». | All / Added / None | More |
| View Deal Proposals | Lets this person open and see «Deal Proposals». | All / Added / None | More |
| Add Deal Proposals | Lets this person add new «Deal Proposals». | All / None | More |
| Edit Deal Proposals | Lets this person change existing «Deal Proposals». | All / Added / None | More |
| Delete Deal Proposals | Lets this person delete «Deal Proposals». | All / Added / None | More |
| Manage Proposal Template | Lets this person fully set up «Proposal Template» (add, change, and delete). | All / Added / None | More |
| Add Deal pipeline | Lets this person add new «Deal pipeline». | All / Added / Owned / Added & Owned / None | More |
| View Deal pipeline | Lets this person open and see «Deal pipeline». | All / Added / Owned / Added & Owned / None | More |
| Edit Deal pipeline | Lets this person change existing «Deal pipeline». | All / Added / Owned / Added & Owned / None | More |
| Delete Deal pipeline | Lets this person delete «Deal pipeline». | All / Added / Owned / Added & Owned / None | More |
| Add Deal Note | Lets this person add new «Deal Note». | All / Added / Owned / Added & Owned / None | More |
| View Deal Note | Lets this person open and see «Deal Note». | All / Added / Owned / Added & Owned / None | More |
| Edit Deal Note | Lets this person change existing «Deal Note». | All / Added / Owned / Added & Owned / None | More |
| Delete Deal Note | Lets this person delete «Deal Note». | All / Added / Owned / Added & Owned / None | More |
| View Lead Calls | Lets this person open and see «Lead Calls». | All / None | More |
| Add Lead Call Details | Lets this person add new «Lead Call Details». | All / None | More |
Tickets
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Tickets | Lets this person add new «Tickets». | All / Added / None | Add / View / Update / Delete |
| View Tickets | Lets this person open and see «Tickets». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Tickets | Lets this person change existing «Tickets». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Tickets | Lets this person delete «Tickets». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Ticket Type | Lets this person fully set up «Ticket Type» (add, change, and delete). | All / None | More |
| Manage Ticket Agent | Lets this person fully set up «Ticket Agent» (add, change, and delete). | All / Added / Owned / Added & Owned / None | More |
| Manage Ticket Channel | Lets this person fully set up «Ticket Channel» (add, change, and delete). | All / None | More |
| Manage Ticket Tags | Lets this person fully set up «Ticket Tags» (add, change, and delete). | All / None | More |
| Manage Ticket Groups | Lets this person fully set up «Ticket Groups» (add, change, and delete). | All / None | More |
Knowledge Base
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Knowledgebase | Lets this person add new «Knowledgebase». | All / None | Add / View / Update / Delete |
| View Knowledgebase | Lets this person open and see «Knowledgebase». | All / Added / None | Add / View / Update / Delete |
| Edit Knowledgebase | Lets this person change existing «Knowledgebase». | All / Added / None | Add / View / Update / Delete |
| Delete Knowledgebase | Lets this person delete «Knowledgebase». | All / Added / None | Add / View / Update / Delete |
Bookings
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Bookings | Lets this person add new «Bookings». | All / Added / None | Add / View / Update / Delete |
| View Bookings | Lets this person open and see «Bookings». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Bookings | Lets this person change existing «Bookings». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Bookings | Lets this person delete «Bookings». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Assign person | Lets this person assign an employee as the person responsible on a booking. | All / Added / Owned / Added & Owned / None | More |
| Manage Booking Services | Lets this person fully set up «Booking Services» (add, change, and delete). | All / Added / Owned / Added & Owned / None | More |
| Manage Booking Availability | Lets this person fully set up «Booking Availability» (add, change, and delete). | All / Added / Owned / Added & Owned / None | More |
| View bookings in all branches | Lets this person see bookings from every branch, not only their own. | All / None | More |
| Serve booking services in all branches | Lets this person serve booking services in every branch, not only their own. | All / None | More |
Orders
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Order | Lets this person add new «Order». | All / None | Add / View / Update / Delete |
| View Order | Lets this person open and see «Order». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Order | Lets this person change existing «Order». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Order | Lets this person delete «Order». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| View Project Orders | Lets this person open and see «Project Orders». | All / None | More |
| Assign person | Lets this person assign an employee as the person responsible on an order. | All / Added / Owned / Added & Owned / None | More |
| View orders in all branches | Lets this person see orders from every branch, not only their own. | All / None | More |
Products
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Product | Lets this person add new «Product». | All / None | Add / View / Update / Delete |
| View Product | Lets this person open and see «Product». | All / Added / None | Add / View / Update / Delete |
| Edit Product | Lets this person change existing «Product». | All / Added / None | Add / View / Update / Delete |
| Delete Product | Lets this person delete «Product». | All / Added / None | Add / View / Update / Delete |
| Manage Product Category | Lets this person fully set up «Product Category» (add, change, and delete). | All / None | More |
| Manage Product Sub Category | Lets this person fully set up «Product Sub Category» (add, change, and delete). | All / None | More |
| Manage Product Brand | Lets this person fully set up «Product Brand» (add, change, and delete). | All / None | More |
Surveys
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Manage surveys | Lets this person create surveys and see answers. | All / None | More |
Projects and tasks
Projects
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Projects | Lets this person add new «Projects». | All / None | Add / View / Update / Delete |
| View Projects | Lets this person open and see «Projects». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Projects | Lets this person change existing «Projects». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Projects | Lets this person delete «Projects». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Project Category | Lets this person fully set up «Project Category» (add, change, and delete). | All / None | More |
| View Project Files | Lets this person open and see «Project Files». | All / Added / None | More |
| Add Project Files | Lets this person add new «Project Files». | All / None | More |
| Delete Project Files | Lets this person delete «Project Files». | All / Added / None | More |
| View Project Discussions | Lets this person open and see «Project Discussions». | All / Added / None | More |
| Add Project Discussions | Lets this person add new «Project Discussions». | All / None | More |
| Edit Project Discussions | Lets this person change existing «Project Discussions». | All / Added / None | More |
| Delete Project Discussions | Lets this person delete «Project Discussions». | All / Added / None | More |
| Manage Discussion Category | Lets this person fully set up «Discussion Category» (add, change, and delete). | All / None | More |
| View Project Milestones | Lets this person open and see «Project Milestones». | All / Added / Owned / None | More |
| Add Project Milestones | Lets this person add new «Project Milestones». | All / None | More |
| Edit Project Milestones | Lets this person change existing «Project Milestones». | All / Added / Owned / None | More |
| Delete Project Milestones | Lets this person delete «Project Milestones». | All / Added / Owned / None | More |
| View Project Members | Lets this person open and see «Project Members». | All / None | More |
| Add Project Members | Lets this person add new «Project Members». | All / None | More |
| Edit Project Members | Lets this person change existing «Project Members». | All / None | More |
| Delete Project Members | Lets this person delete «Project Members». | All / None | More |
| View Project Rating | Lets this person open and see «Project Rating». | All / Added / Owned / Added & Owned / None | More |
| Add Project Rating | Lets this person add new «Project Rating». | All / None | More |
| Edit Project Rating | Lets this person change existing «Project Rating». | All / Added / Owned / Added & Owned / None | More |
| Delete Project Rating | Lets this person delete «Project Rating». | All / Added / Owned / Added & Owned / None | More |
| View Project Budget | Lets this person open and see «Project Budget». | All / None | More |
| View Project Timelogs | Lets this person open and see «Project Timelogs». | All / None | More |
| View Project Expenses | Lets this person open and see «Project Expenses». | All / None | More |
| View Project Tasks | Lets this person open and see «Project Tasks». | All / None | More |
| View Project Invoices | Lets this person open and see «Project Invoices». | All / None | More |
| View Project Burndown Chart | Lets this person open and see «Project Burndown Chart». | All / None | More |
| View Project Payments | Lets this person open and see «Project Payments». | All / None | More |
| View Project Gantt Chart | Lets this person open and see «Project Gantt Chart». | All / None | More |
| Add Project Note | Lets this person add new «Project Note». | All / None | More |
| View Project Note | Lets this person open and see «Project Note». | All / Added / Owned / Added & Owned / None | More |
| Edit Project Note | Lets this person change existing «Project Note». | All / Added / Owned / Added & Owned / None | More |
| Delete Project Note | Lets this person delete «Project Note». | All / Added / Owned / Added & Owned / None | More |
| Manage Project Template | Lets this person fully set up «Project Template» (add, change, and delete). | All / Added / Owned / Added & Owned / None | More |
| View Project Template | Lets this person open and see «Project Template». | All / None | More |
| View Project Hourly Rates | Lets this person open and see «Project Hourly Rates». | All / None | More |
| Create Public Project | Lets this person create a project that clients can see. | All / None | More |
| View Miroboard | Lets this person open the Miro board linked to a project. | All / None | More |
Tasks
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Tasks | Lets this person add new «Tasks». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| View Tasks | Lets this person open and see «Tasks». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Tasks | Lets this person change existing «Tasks». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Tasks | Lets this person delete «Tasks». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| View Task Category | Lets this person open and see «Task Category». | All / Added / None | More |
| Add Task Category | Lets this person add new «Task Category». | All / None | More |
| Edit Task Category | Lets this person change existing «Task Category». | All / Added / None | More |
| Delete Task Category | Lets this person delete «Task Category». | All / Added / None | More |
| View Task Files | Lets this person open and see «Task Files». | All / Added / None | More |
| Add Task Files | Lets this person add new «Task Files». | All / Added / Owned / Added & Owned / None | More |
| Delete Task Files | Lets this person delete «Task Files». | All / Added / None | More |
| View Sub Tasks | Lets this person open and see «Sub Tasks». | All / Added / None | More |
| Add Sub Tasks | Lets this person add new «Sub Tasks». | All / Added / Owned / Added & Owned / None | More |
| Edit Sub Tasks | Lets this person change existing «Sub Tasks». | All / Added / None | More |
| Delete Sub Tasks | Lets this person delete «Sub Tasks». | All / Added / None | More |
| View Task Comments | Lets this person open and see «Task Comments». | All / Added / None | More |
| Add Task Comments | Lets this person add new «Task Comments». | All / Added / Owned / Added & Owned / None | More |
| Edit Task Comments | Lets this person change existing «Task Comments». | All / Added / Owned / Added & Owned / None | More |
| Delete Task Comments | Lets this person delete «Task Comments». | All / Added / Owned / Added & Owned / None | More |
| View Task Notes | Lets this person open and see «Task Notes». | All / Added / Owned / Added & Owned / None | More |
| Add Task Notes | Lets this person add new «Task Notes». | All / Added / Owned / Added & Owned / None | More |
| Edit Task Notes | Lets this person change existing «Task Notes». | All / Added / Owned / Added & Owned / None | More |
| Delete Task Notes | Lets this person delete «Task Notes». | All / Added / Owned / Added & Owned / None | More |
| Task Labels | Lets this person create and assign labels on tasks so the team can filter work. | All / None | More |
| Change Status | Lets this person move a task to another status (for example from in progress to done). | All / Added / Owned / Added & Owned / None | More |
| Send Reminder | Lets this person send a reminder about a task. | All / Added / Owned / Added & Owned / None | More |
| Add Status | Lets this person add new «Status». | All / None | More |
| View Unassigned Tasks | Lets this person see tasks that are not assigned to anyone yet. | All / None | More |
| Create Unassigned Tasks | Lets this person create a task without assigning it yet. | All / None | More |
Time Logs
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Timelogs | Lets this person add new «Timelogs». | All / Added / None | Add / View / Update / Delete |
| View Timelogs | Lets this person open and see «Timelogs». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Timelogs | Lets this person change existing «Timelogs». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Timelogs | Lets this person delete «Timelogs». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Approve Timelogs | Lets this person accept or refuse submitted time logs. | All / None | More |
| Manage Active Timelogs | Lets this person stop or manage timers that are currently running. | All / None | More |
| View Timelog Earnings | Lets this person see money earned from time logs. | All / None | More |
Events
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Events | Lets this person add new «Events». | All / None | Add / View / Update / Delete |
| View Events | Lets this person open and see «Events». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Events | Lets this person change existing «Events». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Events | Lets this person delete «Events». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
Notices
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Notice | Lets this person add new «Notice». | All / None | Add / View / Update / Delete |
| View Notice | Lets this person open and see «Notice». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Notice | Lets this person change existing «Notice». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Notice | Lets this person delete «Notice». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
Finance and purchasing
Invoices
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Invoices | Lets this person add new «Invoices». | All / None | Add / View / Update / Delete |
| View Invoices | Lets this person open and see «Invoices». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Invoices | Lets this person change existing «Invoices». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Invoices | Lets this person delete «Invoices». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Tax | Lets this person fully set up «Tax» (add, change, and delete). | All / None | More |
| Link Invoice Bank Account | Lets this person connect an invoice to a company bank account. | All / None | More |
| Manage Recurring Invoice | Lets this person set invoices that repeat automatically. | All / None | More |
| Assign person | Lets this person assign an employee as the person responsible on an invoice. | All / Added / Owned / Added & Owned / None | More |
| View invoices in all branches | Lets this person see invoices from every branch, not only their own. | All / None | More |
Estimates
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Estimates | Lets this person add new «Estimates». | All / None | Add / View / Update / Delete |
| View Estimates | Lets this person open and see «Estimates». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Estimates | Lets this person change existing «Estimates». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Estimates | Lets this person delete «Estimates». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
Payments
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Payments | Lets this person add new «Payments». | All / None | Add / View / Update / Delete |
| View Payments | Lets this person open and see «Payments». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Payments | Lets this person change existing «Payments». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Payments | Lets this person delete «Payments». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Link Payment Bank Account | Lets this person connect a payment to a company bank account. | All / None | More |
Expenses
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Expenses | Lets this person add new «Expenses». | All / Added / None | Add / View / Update / Delete |
| View Expenses | Lets this person open and see «Expenses». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Expenses | Lets this person change existing «Expenses». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Expenses | Lets this person delete «Expenses». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Expense Category | Lets this person fully set up «Expense Category» (add, change, and delete). | All / None | More |
| Manage Recurring Expense | Lets this person fully set up «Recurring Expense» (add, change, and delete). | All / None | More |
| Approve Expenses | Lets this person accept or refuse expense claims. | All / Added / Owned / Added & Owned / None | More |
| Link Expense Bank Account | Lets this person connect an expense to a company bank account. | All / None | More |
Contracts
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Contract | Lets this person add new «Contract». | All / None | Add / View / Update / Delete |
| View Contract | Lets this person open and see «Contract». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Contract | Lets this person change existing «Contract». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Contract | Lets this person delete «Contract». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Manage Contract Type | Lets this person fully set up «Contract Type» (add, change, and delete). | All / None | More |
| Renew Contract | Lets this person renew «Contract». | All / Added / Owned / Added & Owned / None | More |
| Add Contract Discussion | Lets this person add new «Contract Discussion». | All / None | More |
| Edit Contract Discussion | Lets this person change existing «Contract Discussion». | All / Added / None | More |
| View Contract Discussion | Lets this person open and see «Contract Discussion». | All / Added / None | More |
| Delete Contract Discussion | Lets this person delete «Contract Discussion». | All / Added / None | More |
| Add Contract Files | Lets this person add new «Contract Files». | All / None | More |
| View Contract Files | Lets this person open and see «Contract Files». | All / Added / None | More |
| Delete Contract Files | Lets this person delete «Contract Files». | All / Added / None | More |
| Manage Contract Template | Lets this person fully set up «Contract Template» (add, change, and delete). | All / Added / None | More |
| Manage Contract Terms | Lets this person fully set up «Contract Terms» (add, change, and delete). | All / Added / None | More |
| Manage Contract Term Reminders | Lets this person fully set up «Contract Term Reminders» (add, change, and delete). | All / Added / None | More |
| Manage Contract AI | Lets this person fully set up «Contract AI» (add, change, and delete). | All / None | More |
Bank Account
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Bankaccount | Lets this person add new «Bankaccount». | All / None | Add / View / Update / Delete |
| View Bankaccount | Lets this person open and see «Bankaccount». | All / Added / None | Add / View / Update / Delete |
| Edit Bankaccount | Lets this person change existing «Bankaccount». | All / Added / None | Add / View / Update / Delete |
| Delete Bankaccount | Lets this person delete «Bankaccount». | All / Added / None | Add / View / Update / Delete |
| Add Bank Transfer | Lets this person add new «Bank Transfer». | All / None | More |
| Add Bank Deposit | Lets this person add new «Bank Deposit». | All / None | More |
| Add Bank Withdraw | Lets this person add new «Bank Withdraw». | All / None | More |
Purchase
| Permission | What it allows | Scope | Where in the table |
|---|---|---|---|
| Add Purchase | Lets this person add new «Purchase». | All / None | Add / View / Update / Delete |
| View Purchase | Lets this person open and see «Purchase». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Edit Purchase | Lets this person change existing «Purchase». | All / Added / Owned / Added & Owned / None | Add / View / Update / Delete |
| Delete Purchase | Lets this person delete «Purchase». | All / None | Add / View / Update / Delete |
| View Suppliers | Lets this person open and see «Suppliers». | All / Added / Owned / Added & Owned / None | More |
| Manage Suppliers | Lets this person fully set up «Suppliers» (add, change, and delete). | All / None | More |
| View Purchase Order | Lets this person open and see «Purchase Order». | All / Added / Owned / Added & Owned / None | More |
| Manage Purchase Orders | Lets this person fully set up «Purchase Orders» (add, change, and delete). | All / None | More |
| View Goods Receipts | Lets this person open and see «Goods Receipts». | All / Added / Owned / Added &a |