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

Example: To activate the Handover Permission, navigate to Role Builder → Scaffolds Section → Tool: Handovers, and toggle Create and Approve on.

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

1

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