Permissions

The permissions section holds a matrix of 20 capabilities. Each capability has one checkbox for the Manager role and one for the Staff role.

Requirements: The owner and managers may open Permissions. Only the owner may change a checkbox or reset a section. Other roles are returned to the dashboard. Managers read the matrix and see the note that only the owner can change it.

Roles and defaults

Role	Default
Owner	Holds every permission. The owner is not listed in the matrix and cannot be restricted.
Manager	Holds every capability of the matrix. Can invite members and change roles. Cannot remove members.
Staff	Holds no capability of the matrix. Can always work on a task that is assigned to the member.

Change a permission

Open Settings and select Permissions.
Find the section Inventory, Sales, Finance or Tasks.
Select or clear the checkbox in the column Manager or Staff of a capability.

The message Permissions updated appears. The change applies to every member with that role.

Reset a section

Select Reset to Defaults in the header of a section. The button appears only when the section holds a changed permission.
Read the dialog Reset followed by the section name and Permissions?. The reset covers every permission of that section for all roles. Other sections stay unchanged.
Select Reset to Defaults in the dialog. Select Cancel to stop.

The message Permissions reset to defaults appears.

Changed permissions

A small dot on a checkbox marks a permission that differs from the default. The line Differs from the default. appears below the sections when any permission is changed.

Capabilities

Section	Capability	Grants
Inventory	Car Documents Access	A car's title, bill of sale and inspection files.
Inventory	Car Financial Access	A car's cost, price and profit margin.
Sales	Customer Directory Access	The customer list and the contact details.
Sales	Add Customers	Adding new customers. Editing is separate.
Sales	Deal Pipeline Access	The deals board and each deal.
Sales	Open Deals	Starting new deals. Editing is separate.
Sales	Deal Financial Access	The price of a deal, and what is paid or still owed.
Sales	Partner Directory Access	Partner names and contacts, wherever they appear.
Sales	Partner Commission Access	What partners earn, and what they are owed.
Sales	Customer & Partner Documents Access	ID scans, contracts and agreements.
Sales	Issue Customer Portal Links	A tracking link for a customer.
Sales	Issue Partner Portal Links	A statement link for a partner. Needs commission access.
Finance	Financial Records Access	The full money ledger, with all spending and income.
Finance	Record Payments & Costs	Recording money in and out. Editing is separate.
Finance	Invoice Access	Invoices and the amounts billed.
Finance	Raise Invoices	Creating and sending invoices. Editing is separate.
Finance	Edit Invoices & Settings	Editing invoices and the company details printed on them.
Tasks	Create Tasks	Creating new tasks.
Tasks	Edit Any Task	Editing and finishing the tasks of other people.
Tasks	Hand Out Tasks	Assigning tasks, including to outside inspectors and drivers.

Notes

Some rules are fixed by role and have no checkbox. Removing members, changing the company details, Billing and Integrations stay with the owner.
Inviting members and changing roles stay with the owner and managers.
The capabilities Edit Invoices & Settings and Edit Any Task decide whether the settings menu lists Invoices and Task Checklists for a role.

Roles and defaultsCopy Anchor Link

Change a permissionCopy Anchor Link

Reset a sectionCopy Anchor Link

Changed permissionsCopy Anchor Link

CapabilitiesCopy Anchor Link