Roles reference
The factual list of role types, permission groups, and dialog fields. For how roles work, see Roles and permissions. For step-by-step actions, see Managing roles.
Role types and badges
Section titled “Role types and badges”| Type | Badge | Behavior |
|---|---|---|
| System role | System | Built-in role, permissions are read-only — checkboxes cannot be changed |
| Full-access role | Full access | Automatically has all permissions; individual checkboxes are unavailable |
| Custom role | — | Created by you, permissions change freely in the matrix |
| Unsaved edits | Modified | Appears on a role whose checkboxes are changed but not yet saved |
Action template
Section titled “Action template”Within each group, permissions follow a single template. Not every action exists in every group.
| Action | What it allows |
|---|---|
| View | See the section and its data |
| Create | Add new records |
| Edit | Change existing records |
| Delete | Delete records |
| Assign | Assign a responsible person or an assignee |
| Analytics | Open the section’s analytics |
| Settings | Change the section’s settings |
Permission groups
Section titled “Permission groups”Groups are spread across tabs. The Core tab is always available; the Tickets and Work Orders tabs appear only when the corresponding modules are enabled.
Core tab
Section titled “Core tab”| Group | Area |
|---|---|
| Assets | Assets |
| Asset types | Asset types |
| Employees | Employee directory |
| Locations | Locations |
| Check in / Check out | Checking assets out and returning them |
| Audits | Audits and inventory counts |
| Users | System users |
| Roles | Roles and permissions |
| Directories | Directories |
| Settings | Company settings |
| Reports | Reports |
| Billing | Billing |
| Inventories | Inventories |
| Storages | Storages |
| Groups | Service groups |
| Notifications | Notifications |
Tickets tab
Section titled “Tickets tab”| Group | Area |
|---|---|
| Tickets | Tickets module |
Appears when the Tickets module is enabled.
Work Orders tab
Section titled “Work Orders tab”| Group | Area |
|---|---|
| Work Orders | Work Orders module |
Appears when the Work Orders module is enabled.
Role dialog fields
Section titled “Role dialog fields”The New role / Edit role dialog.
| Field | Required | Description |
|---|---|---|
| Name | yes | The role name |
| Description | no | A note about the role |
The “Full access” attribute is a property of built-in roles; it cannot be set with a checkbox in the dialog. A custom role’s permissions are configured with checkboxes in the matrix.
Delete role window
Section titled “Delete role window”| Element | Description |
|---|---|
| Message | How many users are assigned to the role being deleted |
| Replacement role | The role users are moved to on deletion |
The Delete role window with a replacement role choice appears only if the role being deleted has users assigned. If the role is not assigned to anyone, a regular delete confirmation is shown.