Documentation > Permissions

User Permissions

PermissionDescription
accounts-adminAllows the user to update user accounts
accounts-readAllows the user to access account information (either in reports or on the accounts page)
client-createAllows the user to create new client accounts
client-deleteAllows the user to delete a client account
client-files-createAllows the user to upload a client file onto a client’s account
client-files-deleteAllows the user to delete a client file from a client’s account
client-files-readAllows the user to access a client file on a client’s account
client-files-updateAllows the user to update and archive a client file on a client’s account
client-notes-createAllows the user to create a client note
client-notes-readAllows the user to access client notes
client-readAllows the user to access client accounts/information
clientnotes-editAllows the user to update/edit a client note
delete-creditsAllows the user to delete credits/payments
doctor-adminAllows the user to create, update and delete a doctor
doctor-readAllows the user to access doctors account/information
donation-adminAllows the user to create, update and delete a donation
hcp-package-adminAllows the user to create, update and delete a HCP Package
hcp-package-readAllows the user to access HCP Package information
jobroster-adminAllows the user to create, update and delete a Job
jobroster-readAllows the user to access Jobs
meal-createAllows the user to create a meal
meal-deleteAllows the user to delete a meal
meal-updateAllows the user to update a meal
mealplan-adminAllows the user to create, update and delete a Meal Plan
mealplan-readAllows the user to access Meal Plan information
mealrun-adminAllows the user to create, update and delete a Meal Run
mealrun-readAllows the user to access Meal Run information
meals-readAllows the user to access Meal information
menu-createAllows the user to create a Menu
menu-deleteAllows the user to delete a Menu
menu-updateAllows the user to update a Menu
package-provider-adminAllows the user to create, update and delete a Package Provider
package-provider-readAllows the user to access Package Provider information
pay-rate-adminAllows the user to create, update and delete a Pay Rate
polixen-setup-adminAllows the user to create, update and delete Polixen Setup Related Data
role-adminAllows the user to create, update and delete a Role
services-readAllows the user to access Service Information
staff-createAllows the user to create new staff accounts
staff-deleteAllows the user to delete a staff account
staff-notes-createAllows the user to create a new staff note
staff-notes-deleteAllows the user to delete a staff note
staff-notes-readAllows the user to access staff notes
staff-notes-updateAllows the user to update/edit a staff note
staff-readAllows the user to access staff accounts/information
staff-updateAllows the user to update the staff account/information
supplier-adminAllows the user to create, update and delete a Supplier
task-adminAllows the user to perform additional Task related functions
task-createAllows the user to create a new Task
task-deleteAllows the user to delete a Task
task-updateAllows the user to update a Task
usergroup-adminAllows the user to create, update and delete a User Group
volunteer-createAllows the user to create a new volunteer account
volunteer-updateAllows the user to update volunteer accounts/information
volunteer-deleteAllows the user to delete a volunteer account
volunteer-notes-createAllows the user to create a Volunteer Note
volunteer-notes-deleteAllows the user to delete a Volunteer Note
volunteer-notes-readAllows the user to access Volunteer Notes
volunteer-notes-updateAllows the user to update a Volunteer Note
volunteer-readAllows the user to access volunteer accounts/information
volunteer-updateAllows the user to update volunteer accounts/information