Permission Levels

Using Permission Template, assign permissions for a particular role on the different levels. Each next level overrides the previous one for all users assigned to the current role.

 

Level ID Level Name Description

01

Base Default level, permissions for the role apply to the entire platform
02 Customer Permissions for the role apply to a specific selected customer of the platform
03 Group Permissions for the role apply to a specific selected user group
04 Team Permissions for the role apply to a specific selected team
05 User Permissions for the role apply to a specific selected user
06 Project Permissions for the role apply to a specific project and its derivative work orders and invoices
07 Work Order Permissions for the role apply to a specific work order(s)
08 Invoice Permissions for the role apply to a specific work order(s)
 

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