Permissions List & Defaults

supported permissions

The following list holds all of our system permission categories and included permissions

Category	Title	Description	Unique Code
Clients	Clients	-	clients.manage
	Manage all clients	Can manage all clients (if disabled, user can only manage assigned clients)	clients.all_clients.manage
	Can access all clients activities	Can access activities on unassigned clients as collaborator	clients.all_activities.manage
	Access all client activity	Can view all activity of assigned clients (if disabled, can only view their own activity with assigned clients)	clients.collaborated_activities.manage
	Client conversations	Can view the conversation tab in the client card	clients.client_conversations.manage
	Full access to client info	Can edit all information and perform bulk actions. (if disabled can only edit information, except tags and opt-in value)	clients.contacts_extended.manage
	Client Views	Can manage clients' page views	clients.client_views.manage
	View/Edit Email	Can access client’s email	clients.client_email.manage
	View/Edit Name	Can access client’s name	clients.client_lastname.manage
	View/Edit Phone	Can access client’s phone	clients.client_phone.manage
	Delete	Can delete clients	clients.contacts.delete
	Export Clients	Can export clients	clients.clients_list.export
Business Management	Business Management	-	business_management.manage
	Settings	Can access the setting page	business_management.settings.manage
	View Staff	Can view staff members	business_management.staff.view
	Manage Staff	Can create/edit staff members	business_management.staff.manage
	Manage Plans	Can manage plans	business_management.plans.manage
	Install Apps	Can install apps	business_management.apps.install
	Purchase Apps	Can purchase apps	business_management.apps.manage
	Onboarding checklist	Can view and manage the onboarding checklist	business_management.onboarding_checklist.manage
	Edit Business Theme	Can change the business color theme and logo	business_management.theme.manage
Payments	Payments	-	payments.manage
	Settings	Can change payment settings	payments.settings.manage
	Refund	Can refund clients for their payments	payments.refund.manage
	Manage Packages	Can manage packages assigned to clients	payments.packages.manage
	Save card details	Can save card details	payments.credit_cards.manage
	Client Payments	Can manage payments made by clients	payments.client_payments.manage
	Coupons	Can view coupons granted	payments.coupons.view
	Export	Can export the list of payments made by clients	payments.client_payments.export
	Export Estimates	Can export estimates	payments.estimates.export
	Export Invoices	Can export invoices	payments.invoices.export
Documents	Documents	-	documents.manage
Campaigns	Campaigns	-	campaigns.manage
Reports	Reports	-	reports.manage
Online Presence	Online Presence	-	online_presence.manage
	Listings	Can access listings	online_presence.listings.manage
	Social	Can access social	online_presence.social.manage
	Yext notifications	Can access yext notifications	online_presence.yext_notifications.manage
Business Management	Manage Admins	Can manage admin accounts	business_management.admin_account.manage

Default Permission Assignments per role

The following is a list of permissions and their default assignment for each of our system roles.

Category	Title	Admin (Owner)	Admin	Manager	Marketing	Collaborator	User
Clients	Clients	V	V	V	V	V	V
	Manage all clients	V	V	V	V	V	-
	Can access all clients activities	V	V	V	-	V	-
	Access all client activity	V	V	V	-	V	-
	Client conversations	V	V	V	-	-	-
	Full access to client info	V	V	V	V	-	-
	Client Views	V	V	V	-	-	-
	View/Edit Email	V	V	V	V	V	-
	View/Edit Name	V	V	V	V	V	-
	View/Edit Phone	V	V	V	V	V	-
	Delete	V	V	V	-	-	-
	Export Clients	V	V	-	-	-	-
Business Management	Business Management	V	V	V	V	V	-
	Settings	V	V	V	V	-	-
	View Staff	V	V	V	-	V	-
	Manage Staff	V	V	-	-	-	-
	Manage Plans	V	V	-	-	-	-
	Install Apps	V	V	V	-	-	-
	Purchase Apps	V	V	V	-	-	-
	Onboarding checklist	V	V	-	-	-	-
	Edit Business Theme	V	V	-	-	-	-
Payments	Payments	V	V	V	V	V	V
	Settings	V	V	V	-	-	-
	Refund	V	V	V	-	-	-
	Manage Packages	V	V	V	V	V	V
	Save card details	V	V	V	-	V	V
	Client Payments	V	V	V	-	V	V
	Coupons	V	V	V	V	-	-
	Export	V	V	V	-	-	-
	Export Estimates	V	V	-	-	V	-
	Export Invoices	V	V	-	-	V	-
Documents	Documents	V	V	V	V	V	V
Campaigns	Campaigns	V	V	V	V	-	-
Reports	Reports	V	V	V	-	-	-
Online Presence	Online Presence	V	V	V	V	-	-
	Listings	V	V	V	V	-	-
	Social	V	V	V	V	-	-
	Yext notifications	V	V	V	V	-	-
Business Management	Manage Admins	V	-	-	-	-	-