The Permissions Manager

The permissions manager is the main grid for controlling what a role can do. Choose a role, then review and change its permissions grouped by module.

How to read the grid

  • Choose the role from the selector at the top.
  • Each section is a module — Purchasing, Inventory, Planner, etc.
  • The first permission in each module (the access gate) controls whether the role can see that module at all. The others control specific actions inside it.
  • CAN DO — the role has that permission.
  • CAN ASSIGN — the role can grant that permission to other users.
  • Inherited — the permission comes from a parent role. It cannot be changed here; change it on the parent role.
  • Greyed-out rows have unmet prerequisites. Hover the row to see what is required.

Hover any permission name to see a description of what it allows.

Turn a permission on or off

  1. Go to Settings → Permissions.
  2. Choose the role from the selector.
  3. Open the module section.
  4. Toggle the permission in CAN DO.

Changes apply immediately.

Give access to a whole module

  1. Go to Settings → Permissions.
  2. Choose the role.
  3. Open the module section.
  4. Turn on the top access permission first.
  5. Turn on any additional action permissions the role needs.

If the access permission is off, the module is invisible to users on that role, and other permissions in that module cannot take effect.

Allow a role to assign a permission

  1. Turn on CAN DO for the permission first.
  2. Then turn on CAN ASSIGN if that role should be able to grant it to others.

CAN ASSIGN without CAN DO is not valid — the system will not allow it.

Things to know

  • Inherited permissions appear in the grid but cannot be changed there. Change them on the parent role.
  • Some permissions are greyed out until their prerequisite is granted. Ticking a greyed-out permission will offer to grant the prerequisite automatically.
  • For direct permissions on a specific user (not the whole role), use the user's profile Access tab instead.
  • For a full list of every permission and what it allows, see the Permissions Reference.

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