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Roles, Permissions, Features, and Limits Reference

Roles, Permissions, Features, and Limits Reference

Overview

This guide will help you explain why an action is available or blocked by evaluating every access-control layer.

An action is available only when all enforced layers allow it.

Who can do this

You need access to Users can read their context; role/licence changes require administration authority.

Before you start

Have user, role, company, location, terminal, exact action, AccessType where known, plan/feature, capacity, licence/lease, and message.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

User Management → Users/Roles and Licence Information.

Roles, Permissions, Features, and Limits Reference

Step 1: Confirm active user and company assignment

Step 2: Check module/form View permission

Step 3: Check exact Add, Update, Delete, Print, or custom operation

Step 4: Check licensed feature/add-on/plan

Step 5: Check user/company/location/terminal/product/customer/supplier limits

Step 6: Check active/Allow Login and restricted/read-only licence state

Step 7: Apply approved least privilege and restart/sign in again if required

Check your work

The user can complete only the approved action and cannot access out-of-scope companies/data.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • Granting View does not grant Add/Update/Delete.
  • Some forms reuse unexpected permission names; check system behavior.

What to do next