Company Configuration
Permissions
Permission groups, user permissions, and role permissions at the company level.
What is it?
The company-level access control: reusable permission templates, permissions assigned to individual users, and the permission matrix per role.
Access levels
Every module grants one of four access levels, from no access to full control:
- None — no access to the module at all.
- View — read-only access; the user can see the module but not change anything.
- Collaboration — read and write access; the user can create, edit, and collaborate.
- Admin — full control, including the module's settings and its users.
Permission Groups
Reusable permission templates to quickly assign access to new users. Each template defines what each user profile can view, create, or manage.
User Permissions
Permissions assigned directly to individual users, overriding the group or role.
Role Permissions
Permission matrix per role: the access level each role has in each module.
How to use it
- Go to Company Configuration → Permissions.
- Create Permission Groups for common profiles (e.g., Project Manager, Read Only) using the access-level matrix.
- Assign groups or roles to users; use User Permissions only for specific overrides.
Follow the principle of least privilege: grant the minimum access each profile needs and rely on reusable groups instead of per-user configuration.