Permissions matrix
Quick reference for who can access what.
Organisation roles
| Capability | Admin | Member |
|---|---|---|
| All org settings | Yes | No |
| Dashboard areas | Yes | Per permission |
| Support tickets | Yes | No |
Permission areas (members)
Each can be enabled/disabled per member: Dashboard, Calendar, Customers (includes Leads), Jobs (includes Stock, Purchasing, and saved views), Invoices, Quotes, Files, Inbox, Reporting.
Admins can create Shared Jobs views; members can create personal views only.
Worker kind overrides
| Kind | Override |
|---|---|
| Office | Uses permission areas |
| Fitter | Jobs (assigned), Inbox, user settings only |
| Freelance templater | Templater portal, assigned jobs, Inbox |