Roles reference

Permission modules

The role editor shows one panel per module. Each panel lists its features, and each feature has a checkbox per action.

Note

The exact list depends on the modules enabled for your organization. Your role editor may show more or fewer modules, features and actions than this table.

Module panel	Features	Actions
Administration (3 features)	Portal Access, Roles, Tenants	Create, Read, Update, Delete
Audit (1 feature)	Changehistory	Read
Commerce (4 features)	Cart, Invoices, Quotes, Sales Orders	Create, Read, Update, Delete. Quotes also has Send and Approve.
Dashboard (1 feature)	Dashboard	Create, Read, Update, Delete
Fulfillment (3 features)	Picking Packing, Receiving, Shipments	Create, Read, Update, Delete
Help Center (1 feature)	Help Center	Create, Read, Update, Delete
Inventory Assets (4 features)	Hardware, Inventory, Suggested Orders, Warehouses	Create, Read, Update, Delete. Hardware also has Assign.
Procurement (2 features)	Purchase Orders, Vendors	Create, Read, Update, Delete
Product Data (3 features)	Product Catalog, Product Lists, Products Pim	Create, Read, Update, Delete
Projects Supply Points (5 features)	Companies, Jobsites, Projects, Supply Point Access Lists, Supply Points	Create, Read, Update, Delete
Users (1 feature)	Users	Create, Read, Update, Delete

In this help center a permission is written as the feature and the action, for example Companies: Read, which is the Read checkbox on the Companies row. The permissions for People are listed under Users.

What the permissions for Companies, People and Roles do

Permission	What it lets you do
Companies: Read	See Companies in the sidebar and open company pages. Also needed for the Company field and links in People.
Companies: Create	Use Add Company.
Companies: Update	Use the edit icons in the Companies list and the Edit button on a company page.
Companies: Delete	Use Delete Company in the Edit Company dialog.
Users: Read	Open People, person pages and the People tab on a company.
Users: Create	Use Add Person.
Users: Update	Use Edit Person, including suspending and reactivating. With Roles: Read, use the Roles field.
Users: Delete	Choose Deactivated in Edit Person.
Roles: Read	Open Roles, see the Roles column and card in People, and open a role to read its permissions.
Roles: Create	Use Add Role.
Roles: Update	Use Save Changes in Edit Role.
Roles: Delete	Use Delete Role.

Role fields

Field	Required	Notes
Role Name	Yes	Unique, up to 100 characters.
Description	No	Up to 500 characters.
Permissions	No	Any set of checkboxes from the matrix. A role may have none.

Messages

Message	When
Role Name is required	Role Name is empty.
Role Name must be 100 characters or fewer	Role Name is too long.
Description must be 500 characters or fewer	Description is too long.
A role with this name already exists.	Another role has the same name. Shown under Role Name.
Failed to create role. Please try again.	Adding failed for another reason.
Failed to save role. Please try again.	Saving failed for another reason.
Failed to delete role. Please try again.	Deleting failed for another reason. Shown inside the confirmation.
This role still has active users — revoke it from all users before deleting	People still hold the role. Shown inside the confirmation.
Couldn’t load permissions.	The permission matrix could not load. Click Retry.
Loading role details…	The Edit Role dialog is fetching the role.
Couldn’t load role details.	The Edit Role dialog could not load the role. Click Retry.
System roles cannot be edited.	You opened a system role. Everything is read-only.
Discard unsaved changes?	You closed the dialog with unsaved changes. Discard throws them away.
No roles found	Nothing is listed.