Permissions reference
Every permission a role can grant, what it allows in the app, and which module it belongs to. Keys read as Resource.Action; a key ending in .Own is shown in the role editor as "· mine".
How to read this page
- Platform permissions are available to every organisation. They cover the foundation: users, roles, locations, the organisation, reporting.
- Module permissions only work when the organisation licenses that module. They still appear here so you can plan roles ahead of licensing.
- The owner holds every permission automatically and needs no role.
- Where a permission has a "mine" variant, that variant reaches only the records the person created. Holding both means all. See Roles.
- A hidden button is a courtesy. The server checks the same permission on every request.
Platform
| Key | Allows | Where |
|---|---|---|
Users.View | Open the Users list and any user. | Users |
Users.Create | Add a person, with their sign-in method, credentials, roles and locations. | |
Users.Edit | Change a person's details, roles, locations, sign-in method and PIN; deactivate and reactivate. | |
Users.Delete | Remove a person from the organisation, and restore a removed person. | |
Roles.View | Open the Roles list and any role. | Roles |
Roles.Create | Create a role. | |
Roles.Edit | Change a role's name, description and permissions. | |
Roles.Delete | Delete a role that no one holds. | |
Locations.View | Open Locations; also required to see and change the Locations card on a user. | Locations |
Locations.Create | Add a location. | |
Locations.Edit | Change a location, its logo, default flag and active state. | |
Locations.Delete | Delete a location. | |
Tenant.View | Reserved. The Organisation page is owner-only in this release. | Organisation |
Tenant.Edit | Guards saving the organisation's name and locale. The page itself is still shown to the owner only. | |
Subscription.View | Reserved. Reads the organisation's licensed modules; no screen uses it yet. | No screen |
Subscription.Manage | Reserved. Licensing is arranged with Greyield Labs and changed only in the operator console; no tenant screen or endpoint changes it. | |
Audit.View | Reads the organisation's audit log (API only; no screen in the app yet). Every action in the organisation is recorded with the person who did it. | No screen |
Audit.Export | Reserved. | |
Security.View | Shows the Security page: session lifetime policies per platform and sign-in method. | Security |
Security.Edit | Saves the Security page (session lifetime policies today). Changes reach live sessions within about 15 minutes. | |
Configuration.View | Reserved. Low-level read of the organisation's configuration store. | No screen |
Configuration.Edit | Reserved. Low-level write to the configuration store. Receipt settings use Receipts.Configure instead. | |
Reports.View | Show Reporting and run reports on modules whose plain View permission you also hold. | Reporting |
Reports.Export | Export reports to CSV or Excel and email them. |
Receipts module
| Key | Allows |
|---|---|
Receipts.View | Open the Receipts list and any receipt; print the first copy; read receipt settings, branding and custom fields. |
Receipts.View.Own | The same, for receipts this person issued. |
Receipts.Create | Issue Receipts, including searching customers and products for the receipt and downloading the offline snapshot. |
Receipts.Reprint | Print any copy after the first (stamped DUPLICATE). |
Receipts.Delete | Delete any receipt. It leaves the list and every report; its number stays used and the deletion is audited. |
Receipts.Delete.Own | The same, for receipts this person issued. |
Receipts.Configure | Change Branding, Footer Note, Custom Lines, Locations, Signatures and Custom Fields under Receipt settings. |
Receipts.Export | Reserved. Nothing uses it; receipts are exported through Reporting. |
Guides: Receipts.
Customers module
| Key | Allows |
|---|---|
Customers.View | Open the Customers list and any customer. |
Customers.View.Own | The same, for customers this person created. |
Customers.Create | Add a customer, on the Customers screen or from a receipt. |
Customers.Edit | Change any customer. |
Customers.Edit.Own | Change customers this person created. |
Customers.Delete | Delete any customer. |
Customers.Delete.Own | Delete customers this person created. |
Guides: Customers.
Products module
| Key | Allows |
|---|---|
Products.View | Open the Products list and any product. |
Products.View.Own | The same, for products this person created. |
Products.Create | Add a product. |
Products.Edit | Change any product, including Active/Inactive. |
Products.Edit.Own | Change products this person created. |
Products.Delete | Delete any product. |
Products.Delete.Own | Delete products this person created. |
Guides: Products.
Inventory module
| Key | Allows |
|---|---|
Inventory.View | Open the Inventory list, any record and its trail; see the Inventory card on products. |
Inventory.View.Own | The same, for records this person switched tracking on for. |
Inventory.Adjust | Record adjustments on any record. |
Inventory.Adjust.Own | Record adjustments on records this person switched tracking on for. |
Inventory.Manage | Switch tracking on or off for a product at a place. |
Guides: Inventory.
Reports and module permissions together
A report is offered only when you hold Reports.View and the plain View permission of the module it reads. The full mapping is in the Report catalogue.