> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/general-tools-and-features/permissions-structure-overview.md). # Permissions Structure Overview This page provides a complete overview of all system permissions, their associated tools, and available toggles. Use this as your reference when setting up or troubleshooting role-based access and notifications. ## System Roles
Roles — System roles and their associated permissions | Tool | Description | Toggles | | --------------- | ---------------------------------------------------------------------------------------- | ------- | | Super Admin | Unrestricted role — grants complete access to all features, settings, and permissions. | Enable | | Site Admin | Administrative role — grants automatic access to all sites and related data. | Enable | | Inventory Admin | Administrative role — grants full access to edit, adjust, and manage all inventory data. | Enable | | Customer | Customer role — limits access to customer-facing features and related data only. | Enable |
## Enquiries
Enquiries — Permissions related to managing enquiries | Tool | Description | Toggles | | --------- | ------------------------------------------------------------------------------------------------------ | -------------------------- | | Enquiries | Manage enquiries — create new records, view records, update information, and void entries when needed. | Create, View, Update, Void |
## Site Management
Sites — Manage job sites and related data | Tool | Description | Toggles | | ------------------- | ------------------------------------------------------------------------------------------ | ------------------------------------------------------- | | Sites | Create, view, update, or delete job sites. | Create, View, Update, Delete | | Scaffolds | Create, view, update, or void scaffold records. | Create, View, Update, Void | | Scaffold Register | View and update the complete list of scaffolds on a site. | View, Update | | Map | View geo-located scaffolds on the site map. | View | | Inventory | View site inventory data and generate related reports. | View, Reports | | Inventory Movements | Create custom inventory movement reports and view transactions. | Create | | JSP | Manage Job Safety Plans — create, view, update, and approve. | Create, View, Update, Approve | | Tasks | Create and manage task assignments, track progress, and update details. | Create, View, Update | | Requests | Create, view, edit, submit, or void inventory requests from site to yard. | Create, View, Edit, Submit, Void | | Deliveries | Receive and manage inventory deliveries; view processed deliveries or void as needed. | View, Receive, Void | | Returns | Create, view, update, submit, release, or void return records. | Create, View, Update, Submit, Release, Void | | Transfers | Manage site-to-site inventory transfers — create, view, update, receive, release, or void. | Create, View, Update, Receive, Release, Immediate, Void | | Site Instructions | Manage site instruction records — create, view, update, or void. | Create, View, Update, Void |
## Scaffolds
Scaffolds — Manage scaffold records and compliance documents | Tool | Description | Toggles | | --------------------- | ------------------------------------------------------------------------ | ----------------------------- | | Scaffold Instructions | Manage scaffold-specific instructions — create, view, update, and void. | Create, View, Update, Void | | Inspections | Generate scaffold inspection certificates — create, view, approve. | Create, View, Approve | | Handovers | Generate scaffold handover certificates — create, view, update, approve. | Create, View, Update, Approve | | Dismantles | Generate scaffold dismantle certificates — create, view, approve. | Create, View, Approve | {% hint style="info" %} Example: To activate the Handover Permission, navigate to Role Builder → Scaffolds Section → Tool: Handovers, and toggle Create and Approve on. {% endhint %}
## Logs
Activity Logs — View historical data and operations | Tool | Description | Toggles | | ------------- | --------------------------------------------------------- | ------- | | Instructions | View all recorded site instructions across all job sites. | View | | Handovers | View all handover certificates across sites. | View | | Scaffold Log | Track scaffold activities and updates. | View | | Dismantle Log | View dismantle activity records (read-only). | View |
## Inventory Management
Inventory — Manage company-wide inventory and movements | Tool | Description | Toggles | | -------------- | -------------------------------------------------------------------------------- | ------------------------------------------------------- | | Inventory | Create, view, update, and delete inventory records. | Create, View, Update, Delete | | Bulk Updates | Adjust inventory quantities in bulk — create, update, approve, reverse, or void. | Create, View, Update, Approve, Reverse, Void | | Requests | Process inventory requests — view, approve, or void. | View, Approve, Void | | Deliveries | Manage deliveries — create, view, update, reserve, release, immediate, or void. | Create, View, Update, Reserve, Release, Immediate, Void | | Returns | Manage returns — create, view, update, approve, immediate, or void. | Create, View, Update, Approve, Immediate, Void | | Over Returns | Manage over-returns — view, edit, reverse, approve, or void. | View, Edit, Reverse, Approve, Void | | Transfers | Manage transfers — create, view, update, receive, release, immediate, or void. | Create, View, Update, Receive, Release, Immediate, Void | | Yard Transfers | Move inventory between yards — create, view, update, or void. | Create, View, Update, Void | | Site Movements | Create custom movement reports and view transactions. | Create |
## Reports
Reports — Access and analyze operational and financial data | Tool | Description | Toggles | | ------------------------- | ---------------------------------------------- | ------- | | Inventory | View site inventory summaries. | Enable | | Stock Item | View item quantities, availability, and usage. | Enable | | Motor | View motor quantities and usage. | Enable | | Consumable | View consumable item usage across sites. | Enable | | Revenue | View financial tracking and revenue summaries. | Enable | | Tonnage by Location | View tonnage usage grouped by yard. | Enable | | Tonnage by Site Group | View tonnage usage grouped by site tags. | Enable | | Inventory Price List | View inventory pricing details. | Enable | | Inventory Summary | View summarized inventory data. | Enable | | Inventory Log by Site | View inventory grouped by site. | Enable | | Inventory Log by Location | View inventory grouped by yard. | Enable | | Lost Inventory | View details of missing or lost stock. | Enable | | User Permissions | View all system roles and permissions. | Enable |
## System Settings
Settings — Manage configuration and system-level preferences | Tool | Description | Toggles | | -------- | ----------------------------------------------- | ------- | | Settings | View and manage configuration logs and updates. | View |
## Miscellaneous
Miscellaneous — Additional and optional feature controls | Tool | Description | Toggles | | ------------------- | -------------------------------------------------- | ------- | | Hide Weight | Hide all weight-related information in the system. | Enable | | Hide Rates | Hide all rate and cost-related information. | Enable | | Manage Subscription | Manage billing, plan, and subscription settings. | Enable |
## System Notifications
Notifications — Choose triggers to get notified about specific events and updates | Tool | Description | Toggles | | ----------------------- | --------------------------------------------- | ----------------------------- | | Sites | Key site lifecycle events. | Created, Updated, Closed | | Scaffolds | Scaffold records created or updated. | Created, Updated | | Inspection Certificates | When inspection certificates are issued. | Created | | Handover Certificates | When handover certificates are issued. | Created | | Dismantle Certificates | When dismantle certificates are issued. | Created | | Inventory Requests | Status changes of inventory requests. | Submitted, Approved, Rejected | | Inventory Deliveries | Inventory released or received at site. | Released, Received | | Inventory Returns | When returns are submitted or processed. | Submitted, Processed | | Inventory Over Returns | When over-returns are submitted or processed. | Submitted, Processed | | Inventory Transfers | When transfers are created or received. | Created, Received | You can select or unselect all toggles per section using the Select All / Unselect All buttons.
## Quick Reference Example {% stepper %} {% step %} ### How to activate the Handover Permission Go to Settings → User Profiles → Edit Role → Scaffolds Section\ Find Tool: Handovers\ Description: “Generate scaffold handover certificates”\ Toggle on Create and Approve {% endstep %} {% endstepper %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.cloudscaff.com/general-tools-and-features/permissions-structure-overview.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.