> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/manage-users/permissions-reference.md). # Permissions reference Every permission group on a role or user, what it covers, and which licence or add-on it needs. When you set up a role, you need to know which ticks give someone access to what. Below, you'll find every permission group on a role or user in OrderEazi, and what each one covers. You'll also see which groups depend on your licence or an add-on. ### Before you start You'll need the **Manage Roles** permission to change a role, or **Manage Users** to change one person. Both are in the **Settings** permission group. If **Manage Users** isn't in your **Settings** menu, ask your OrderEazi administrator to add these permissions to your role. See [Edit Role](/central/order-management/settings/manage-users/edit-role.md) and [Edit User](/central/order-management/settings/manage-users/edit-user.md) for how to tick permissions. ### Where permissions are Permissions are split across up to three tabs at the bottom of a role or user: * **Permissions:** Everything in OrderEazi Central, from projects and clients to settings and reports. Always shown. Two of its groups depend on your account: **Branch** needs a Standard or Enterprise licence, and **Job Cards** needs the Job Cards add-on. * **Inventory:** **View Simple Inventory** and **Manage Simple Inventory**, for [Simple Inventory Management](/central/order-management/products/inventory/simple-inventory-management.md). Shown on every licence except Enterprise. * **Warehouse:** The **Warehousing**, **Warehousing Dashboard**, and **Warehousing Reports** groups for Warehouse Management. Shown on the Enterprise licence only. See [Warehouse roles](/central/warehouse-management/warehouse-roles.md). Every other group is always shown. ### The Settings group These decide who can change how OrderEazi is set up: | Permission | What it gives access to | | ---------------------------- | ------------------------------------------------------------------------------------------------------ | | **Workflow Manager** | Building and editing workflows. | | **Organization Setup** | Company details, branding, single sign-on, and System Settings. | | **Manage Roles** | Creating, editing, and deleting roles. | | **Manage Users** | Adding, editing, and disabling users. | | **Manage User Access** | Choosing which extra projects a role or user can see. Also needs **Manage Roles** or **Manage Users**. | | **Upload Custom User Logos** | Uploading a user's **Company Logo Override**. | | **Data Management** | The lists under **Data Management**, such as brands, tags, and teams. | | **Targets** | Setting sales targets. | | **Trading Days** | Setting trading days and holidays. | | **Quote Followup** | Setting up quote follow-ups. | ### The other groups on the Permissions tab | Group | What it covers | Permissions in it | | ----------------------------------------- | ------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **App Gallery** | Apps and integrations from the App gallery. | View App Gallery, View Installed Apps, Configure And Open Installed Apps | | **Branch** | Branch Setup and its tabs. | View Branches, Create Branch, Update Branch, Manage Users, Manage Warehouses, Manage Pricing, Manage Clients | | **Clients** | Clients, their payments, and statements. | View Clients, Create Client, Edit Client, Export Clients, View Client Payment, Create Client Payment, Allocate Payment to Tax Invoice, Generate Statement, Quote on New Clients | | **Couriers** | Courier lines and documents on a project. | Add Courier Item, Remove Courier Item, Create Courier Purchase Order, Void Courier Purchase Order, Create Courier GRV, Void Courier GRV, Create Courier Supplier Invoice, Void Courier Supplier Invoice | | **Dashboard** | The widgets on the Dashboard. | Quote Summary, Approvals Summary, Invoice Summary, GP Summary, Projects, Top Products, Top Sales, Top Customers, Invoices vs Paid, Staff Target, Conversion Rate | | **Delivery** | The Fulfillment Manager and Delivery Notes. | View Fulfillments, View Delivery Notes, Manage Fulfillments, Sign Delivery Notes, Manage Delivery Notes | | **Document Creation** | What a person can show or hide when they create a document. | Comments, Use Supplier Code, Hide Codes, Hide Images, Hide Zero Selling Price, Hide Zero Cost Price, Hide Quote Totals, Hide Exclude VAT, Hide Signature, Hide Comments, Hide Bank Details, Hide T's and C's, Hide Delivery Date, Hide Contact Email, Hide Account Number, Hide Expiry Date, Hide Project Number, Display Payment Link, Change Payment Provider | | **Expenses** | Expense lines and supplier documents on a project. | View Expense Item, Add Expense Item, Remove Expense Item, Create Purchase Order, Void Purchase Order, Create Goods Received Voucher, Void Goods Received Voucher, Create Supplier Invoice, Void Supplier Invoice | | **Integrations** | The **Integrations** menu. | API Keys, Webhooks, Sales Channels, Messaging, Accounting System | | **Inventory** (not the **Inventory** tab) | Serial numbers. | View Serial, Manage Serial | | **Job Cards** | Job Cards and the field app. | Manage Field Devices, Manage Job Types, Schedule Jobs, Manage Job Stock | | **Line Item** | Extras on a project line. | Add Image, Add Comments, View Product History, Brand Items, Set Line As Return, Swap Codes Without Resetting Details | | **Order Details** | What a person can see and change on a project's lines and details. | Edit Client Details, Edit Due Date, Edit Sales Rep, View Row Number, Edit Line Supplier, Use Alternate Supplier, Edit Description, Edit Unit Cost, Increase Unit Cost, Decrease Unit Cost, Edit Markup, Edit Unit Selling, Edit Discount, View Markup, View GP Value, View GP Percentage, Allow Zero Cost, Allow Zero Selling, View Unit Cost, Bypass Product Minimum, Bypass Product Maximum | | **Pricelists** | Pricelists. | View Pricelists, Manage Pricelists | | **Products** | Products. | View Products, Create Products, Edit Products, Export Products, Delete Products, Quote on New Products | | **Projects** | Working on projects: creating them, moving them through the workflow, documents, and notes. | Create New Project, Duplicate Project, Auto Complete Project, Cancel Project, Cancel Project with Documents, Import Project, Proceed with Next Steps, Undo Steps, Create Documents, Void Documents, Remove Project Documents, Delete Failed Documents, View Project Workflow, Use Foreign Currency, Add New Line, Remove Line, Get In Touch, Edit Supplier after PO Generated, Edit Cost after PO Generated, Edit Purchase Orders, Edit Win Probability, View Win Probability, Can View Project Notes, Can Create Project Notes, Can Delete Project Notes, Can View Discount Lines, Return Project | | **Reports** | Each report under **Reports**. | Commission, Sales, Export (All Reports), Production View, Back Order, Daily Metrics, Cost Price, Sales Per Industry/Rep, Supplier Spend, Daily/Weekly/Monthly Sales, Courier, Order Profit Detail, Workflow Reporting, Stock Reorder, Stock Reorder - Create Project, Stock Projection, Stock Projection - Save Snapshot, Branch Sales, Customer Satisfaction | | **Suppliers** | Suppliers and their payments. | View Suppliers, Create Supplier, Edit Supplier, Export Suppliers, View Supplier Payment, Quote on New Suppliers, Create Supplier Payment, Allocate Payment to Supplier Invoice | | **U B C** | The Universal Branding Calculator's branding types and groups. | View Branding Types, Add Branding Type, Edit Branding Type, Delete Branding Type, View Branding Groups, Add Branding Group, Edit Branding Group, Delete Branding Group | | **Workspace** | My Workspace: its totals, filters, export, and bulk changes. | View Stats - Total Cost, View Stats - Total Selling, View Stats - Total GP Value, View Stats - Total GP %, View Total Selling, View Date Labels, Advanced Filters, Export to Excel, Display Settings, Bulk Operations | > **Note:** The three permissions at the top of the **Permissions** tab, with no group heading (**Default and Custom Messages**, **Manage Api Keys**, and **Manage Sales Channels**), don't change anything. Use **Messaging**, **API Keys**, and **Sales Channels** in the **Integrations** group instead. **Example:** You're setting up a role for your accounts team. They need to move projects on and raise invoices, take payments, and send statements, but not change prices. You set the role's **Project Visibility** to **View All Projects**. You tick **Proceed with Next Steps** and **Create Documents** in **Projects**, and **View Clients**, **View Client Payment**, **Create Client Payment**, **Allocate Payment to Tax Invoice**, and **Generate Statement** in **Clients**. You leave **Edit Unit Cost**, **Edit Markup**, **Edit Unit Selling**, and **Edit Discount** in **Order Details**, and **Manage Pricelists** in **Pricelists**, clear, so they can't change what the client pays. ### The Warehouse tab On the Enterprise licence, the **Warehouse** tab holds three groups: * **Warehousing:** Every warehouse process, such as receiving, picking, checking, dispatch, put aways, transfers, and stock counts. Most processes have a **Perform** permission for the people who do the work, and a **Supervisor** or **Manage** permission for the people who oversee it. * **Warehousing Dashboard:** Gives access to the parts of the warehouse dashboard: its statistics, top users, graph, and warehouse report. * **Warehousing Reports:** Gives access to each warehouse report, one permission per report, such as the **Stock On Hand Report** and the **Picking KPI Report**. Two permissions in **Warehousing** decide which warehouses a person sees: * **View and Use as Administrator:** Sees every warehouse's data, whichever warehouses are given to them. * **View and Use as Manager:** Sees only the warehouses given to them on the **Warehouse** tab. With no warehouses given, they see no inventory data. Give one or the other. If someone has both, **View and Use as Administrator** applies. ### Related pages * [Edit Role](/central/order-management/settings/manage-users/edit-role.md): tick permissions for everyone in a role * [Edit User](/central/order-management/settings/manage-users/edit-user.md): change permissions for one person * [Roles](/central/order-management/settings/manage-users/roles.md): create and clone roles