Permissions reference

PropLink has around 150 permissions grouped by domain. Each grants one specific action.

Site permissions

• Read site
• Create site
• Update site
• Archive site
• Restore site
• Force delete site

Unit permissions

• Read unit
• Create unit
• Update unit
• Archive unit
• Restore unit

Contact permissions

• Read contact
• Create contact
• Update contact
• Archive contact
• Merge contacts
• Export contact data (for GDPR requests)

Debtor invoice permissions

• Read debtor invoice
• Create debtor invoice
• Update debtor invoice (draft only)
• Submit debtor invoice for approval
• Approve debtor invoice
• Send debtor invoice
• Void debtor invoice

Creditor invoice (bill) permissions

• Read bill
• Create bill
• Update bill (draft only)
• Submit bill for approval
• Approve bill
• Hold bill
• Pay bill
• Void bill

Payment permissions

• Read payment
• Record payment
• Reverse payment
• Schedule batch
• Approve batch

Ledger permissions

• Read ledger
• Post manual journal
• Approve manual journal
• Lock period
• Unlock period

Workflow permissions

• Read workflow
• Create workflow
• Update workflow
• Pause workflow
• Bypass approval

User permissions

• Read user
• Invite user
• Update user
• Deactivate user
• Reactivate user
• Reset another user's password

Settings permissions

• Read settings
• Update organisation settings
• Manage tax rates
• Manage payment methods
• Manage templates

Audit permissions

• View audit logs
• Export audit logs
• Configure read logging

Build a custom role

Combine permissions to build a custom role under Settings → Roles → Add role. The built-in roles (Administrator, Manager, Accountant, etc.) are bundles of these permissions you can use as starting points.