# Permissions (https://docs.carlio.app/docs/settings/permissions)

Decide which business capabilities managers and staff members hold



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 [#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 [#change-a-permission]

1. Open **[Settings](https://carlio.app/dashboard/settings)** and select **[Permissions](https://carlio.app/dashboard/settings/permissions)**.
2. Find the section **Inventory**, **Sales**, **Finance** or **Tasks**.
3. 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.

![The Inventory section of the permissions matrix, with one checkbox for the Manager role and one for the Staff role on each capability.](https://storage.carlio.app/public/docs/7341d4d2-cdb1-42b2-9239-6f1728fb1f72.webp)

## Reset a section [#reset-a-section]

1. Select **Reset to Defaults** in the header of a section. The button appears only when the section holds a changed permission.
2. 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.
3. Select **Reset to Defaults** in the dialog. Select **Cancel** to stop.

The message **Permissions reset to defaults** appears.

## Changed permissions [#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 [#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 [#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.