Admin, Security & Settings · Synthetic Property 1

Users, Roles & Access

Control who can do what and where

Pick a role to see what it allows. Permissions marked sensitive also ask for a recent sign-in.

Controller

PermissionSensitive
Access · request—
Ai · playbooks—
Ai · use—
Approvals · approve—
Capex · budget—
Collaboration · use—
Commissions · pay—
Commissions · view—
Expenses · submit—
Finance · accounts—
Finance · ap—
Finance · ar—
Finance · assets—
Finance · bank—
Finance · cards—
Finance · close—
Finance · consolidate—
Finance · credit—
Finance · disputes—
Finance · exceptions—
Finance · fx—
Finance · fx · override—
Finance · journal · postYes: needs a recent sign-in
Finance · revrec—
Finance · tax—
Finance · treasury—
Finance · view—
Folio · directbill—
Home · use—
Inventory · approve—
Inventory · view—
Investors · pay—
Investors · view—
Payments · refundYes: needs a recent sign-in
Payments · releaseYes: needs a recent sign-in
Payroll · releaseYes: needs a recent sign-in
Payroll · view—
Pms · view—
Portfolio · view—
Pos · refund · approve—
Pos · variance · approve—
Pos · view—
Property · view—
Purchasing · approve—
Reports · manage—
Reports · publish—
Reports · view—
Tax · exempt—
Tax · rules—
Vendors · approve—
Vendors · manage—
Workforce · self—
Permissions · Users, Roles & Access · Hospitality Operating System