# Permissions Structure Overview

Use this as your reference when setting up or troubleshooting role-based access and notifications.

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## **System Roles**

### Roles

System roles and their associated permissions

<table><thead><tr><th width="159.0703125">Tool</th><th width="483.78125">Description</th><th>Toggles</th></tr></thead><tbody><tr><td><strong>Super Admin</strong></td><td>Unrestricted role — grants complete access to all features, settings, and permissions.</td><td>Enable</td></tr><tr><td><strong>Site Admin</strong></td><td>Administrative role — grants automatic access to all sites and related data.</td><td>Enable</td></tr><tr><td><strong>Inventory Admin</strong></td><td>Administrative role — grants full access to edit, adjust, and manage all inventory data.</td><td>Enable</td></tr><tr><td><strong>Customer</strong></td><td>Customer role — limits access to customer-facing features and related data only.</td><td>Enable</td></tr></tbody></table>

> **Important Note:**\
> Enabling the **Customer** permission will **override all create actions** across the system.
>
> This means users assigned to a role containing this permission will be restricted from creating new records, entries, or documents.&#x20;
>
> The **Customer** role is strictly **view and read-only**, intended for external or client-side access.&#x20;
>
> If this permission is accidentally added to an internal or administrative role, that role will have **limited functionality** until removed.

***

## **Enquiry Management**

### 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

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                                                  |

***

## **Reporting**

### 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  |

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## **System Settings**

### Settings

Manage configuration and system-level preferences

| Tool         | Description                                     | Toggles |
| ------------ | ----------------------------------------------- | ------- |
| **Settings** | View and manage configuration logs and updates. | View    |

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## **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  |

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## **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.

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## **Quick Reference Example**

**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**