- Overview
- List of System Permissions
- Activities
- Binders
- Clients
- Counters
- Currencies
- Datasets
- Db Views
- Document Templates
- Document Types
- Documents
- Email Templates
- Endorsement Libraries
- Endorsements
- Entities
- Exports
- Imports
- Invoices
- Notifications
- Payments
- Permissions
- Policies
- Products
- Quote Objects
- Quotes
- Reports
- Roles
- Scheduled Task Logs
- Scheduled Tasks
- Schemas
- Statements
- Transaction Categories
- Transactions
- Translation Libraries
- Translation Service Libraries Items
- Translation Service Libraries
- Users
- Workflows
- List of System Permissions
Overview
In the Q&B system permissions define what functionalities or quote elements will be available for a user to see or use.
To access permissions, click Admin on the left sidebar and from the drop down menu select Permissions.
In the new window you will see the list of permissions which are divided into two groups:
- System Permissions - permissions, that are hardcoded into the system.
- Custom Permission - permissions, that are created by the user and are only used to define what can be seen in a quote.
You can filter permissions by these groups by clicking on the corresponding tab above the list. The adjacent number shows how many permissions are in this group.
List of System Permissions
The permissions are gathered in groups for easier searching and understanding.
{info.fa-info-circle} Not all permissions might be available in your instance.
Activities
| Permission | Description |
| activities.create | Allows you to create an activity. |
| activities.destroy | Allows you to delete an activity. |
| activities.update | Allows you to edit an activity. |
| activities.view | Allows you to see activities. |
Binders
| Permission | Description |
| binders.create | Allows you to create a binder. |
| binders.destroy | Allows you to delete a binder. |
| binders.documents.destroy | Allows you to delete a binder. |
| binders.documents.download | Allows you to delete a binder document. |
| binders.documents.upload | Allows you to upload a document. |
| binders.documents.view | Allows you to see binder documents. |
| binders.documents.update | Allows you to edit a binder document. |
| binders.view | Allows you to see binders. |
Clients
| Permission | Description |
| clients.create | Allows you to create a client. |
| clients.destroy | Allows you to delete a client. |
| clients.documents.destroy | Allows you to delete a client document. |
| clients.documents.download | Allows you to download documents. |
| clients.documents.upload | Allows you to upload a document. |
| clients.documents.view | Allows you to see client documents. |
| clients.update | Allows you to edit a client. |
| clients.view | Allows you to see clients. |
Counters
| Permission | Description |
| counters.update | Allows you to edit a counter. |
| counters.view | Allows you to see counters. |
Currencies
| Permission | Description |
| currencies.create | Allows you to create a currency. |
| currencies.destroy | Allows you to delete a currency. |
| currencies.update | Allows you to edit a currency. |
| currencies.view | Allows you to see currencies. |
Datasets
| Permission | Description |
| datasets.create | Allows you to create a dataset. |
| datasets.destroy | Allows you to delete a dataset. |
| datasets.update | Allows you to edit a dataset. |
| datasets.view | Allows you to see datasets. |
Db Views
| Permission | Description |
| db-views.show | Allows you to accesses database views. |
Document Templates
| Permission | Description |
| document-templates.create | Allows you to create a document template. |
| document-templates.destroy | Allows you to delete a document template. |
| document-templates.preview | Allows you to preview a document template. |
| document-templates.update | Allows you to edit a document template. |
| document-templates.view | Allows you to see document templates. |
Document Types
| Permission | Description |
| document-types.create | Allows you to create a document type. |
| document-types.destroy | Allows you to delete a document type. |
| document-types.update | Allows you to edit a document type. |
| document-types.view | Allows you to see document types. |
Documents
| Permission | Description |
| documents.create | Allows you to create a document. |
| documents.destroy | Allows you to delete a document. |
| documents.view | Allows you to see documents. |
Email Templates
| Permission | Description |
| email-templates.create | Allows you to create an email-template. |
| email-templates.destroy | Allows you to delete an email template. |
| email-templates.preview | Allows you to preview email templates. |
| email-templates.update | Allows you to edit an email template. |
| email-templates.view | Allows you to see email templates. |
Endorsement Libraries
| Permission | Description |
| endorsement-libraries.create | Allows you to create an endorsement library. |
| endorsement-libraries.destroy | Allows you to delete an endorsement library. |
| endorsement-libraries.update | Allows you to edit an endorsement library. |
| endorsement-libraries.view | Allows you to see endoresement libraries. |
Endorsements
| Permission | Description |
| endorsements.create | Allows you to create an endorsement. |
| endorsements.destroy | Allows you to delete an endorsement. |
| endorsements.update | Allows you to edit an endorsement. |
| endorsements.view | Allows you to see endorsements. |
Entities
| Permission | Description |
| entities.create | Allows you to create an entity. |
| entities.destroy | Allows you to delete an entity. |
| entities.documents-drive.destroy | Allows you to delete an entity document from One Drive. |
| entities.documents-drive.download | Allows you to download documents. |
| entities.documents-drive.upload | Allows you to upload a document to One Drive. |
| entities.documents-drive.view | Allows you to see documents from One Drive. |
| entities.documents.destroy | Allows you to delete an endorsement document. |
| entities.documents.download | Allows you to download documents. |
| entities.documents.upload | Allows you to upload a document. |
| entities.documents.view | Allows you to see documents. |
| entities.products.destroy | Allows you to delete a product. |
| entities.products.store | Allows you to attach products to the entity. |
| entities.products.update | Allows you to edit a product. |
| entities.products.view | Allows you to see products. |
| entities.update | Allows you to edit an entity. |
| entities.view | Allows you to see entities. |
Exports
| Permission | Description |
| exports.data | Allows to export the data. |
| exports.model-list | Allows you to export all models. |
| exports.zip | Allows to compress downloadable data into one .zip file. |
Imports
| Permission | Description |
| imports.cancel | Allows to cancel an import. |
| imports.preload | Allows to see a window for double-checking the files to be imported. |
| imports.process | Allows you to import data to actual quotes tables. |
| imports.table-counts | Allows you to see the count of the importable model. |
| imports.update | Allows you to edit an import. |
| imports.view | Allows you to see imports. |
Invoices
| Permission | Description |
| invoices.create | Allows you to create an invoice. |
| invoices.destroy | Allows you to delete an invoice. |
| invoices.update | Allows you to edit an invoice. |
| invoices.view | Allows you to see invoices. |
Notifications
| Permission | Description |
| notifications.destroy | Allows you to delete a notification. |
| notifications.read | Allows you to mark the notification as Read. |
| notifications.unread | Allows you to mark the notification as Unread. |
| notifications.view | Allows you to see notifications. |
Payments
| Permission | Description |
| payments.create | Allows you to create a payment. |
| payments.destroy | Allows you to delete a payment. |
| payments.update | Allows you to edit a payment. |
| payments.view | Allows you to see payments. |
Permissions
| Permission | Description |
| permissions.create | Allows you to create a permission. |
| permissions.destroy | Allows you to delete a permission. |
| permissions.update | Allows you to edit a permission. |
| permissions.view | Allows you to see permissions. |
Policies
| Permission | Description |
| policies.locked.super-edit | Allows to have a Super Edit functionality. |
| policies.mta.create | Allows you to create a policy. |
| policies.mta.issue | Allows to issue an MTA. |
| policies.renew | Allows to renew a policy. |
| policies.terminate | Allows to terminate a policy. |
| policies.view | Allows you to see policies. |
Products
| Permission | Description |
| products.create | Allows you to create a product. |
| products.destroy | Allows you to delete a product. |
| products.update | Allows you to edit a product. |
| products.view | Allows you to see products. |
Quote Objects
| Permission | Description |
| quote-objects.create | Allows you to create an object. |
| quote-objects.destroy | Allows you to delete an object. |
| quote-objects.update | Allows you to edit an object. |
| quote-objects.view | Allows you to see quote objects. |
Quotes
| Permission | Description |
| quotes.create | Allows you to create a quote. |
| quotes.destroy | Allows you to delete a quote. |
| quotes.documents.download | Allows you to download documents. |
| quotes.documents.send | Allows you to send a document via e-mail. |
| quotes.documents.upload | Allows you to upload a document. |
| quotes.documents.view | Allows you to see documents. |
| quotes.endorsements.create | Allows you to create an endorsement. |
| quotes.endorsements.description.update | Allows you to edit an endorsement description. |
| quotes.endorsements.destroy | Allows you to delete an endorsement. |
| quotes.endorsements.link | Allows you to link an endorsement. |
| quotes.endorsements.unlinked | Allows you to unlink an endorsement. |
| quotes.endorsements.update | Allows you to edit an endorsemetn. |
| quotes.endorsements.view | Allows you to see endorsements. |
| quotes.logs.changes | Allows you to access the changelog. |
| quotes.logs.integration | Allows you to access the integration log. |
| quotes.notify | Allows to make a notification in a quote. |
| quotes.object-categories.create | Allows you to create an object category. |
| quotes.object-categories.destroy | Allows you to delete an object category. |
| quotes.object-categories.update | Allows you to edit an object category. |
| quotes.object-categories.view | Allows you to see object categories. |
| quotes.object-groups.create | Allows you to create an object group. |
| quotes.object-groups.destroy | Allows you to delete an object group. |
| quotes.object-groups.update | Allows you to edit an object group. |
| quotes.object-groups.view | Allows you to see object groups. |
| quotes.update | Allows you to edit a quote. |
| quote.view | Allows you to see quotes. |
Reports
| Permission | Description |
| reports.create | Allows you to create a report. |
| reports.destroy | Allows you to delete a report. |
| reports.run | Allows you to form a report. |
| reports.update | Allows you to edit a report. |
| reports.view | Allows you to see reports. |
Scheduled Task Logs
| Permission | Description |
| scheduled-task-logs.view | Allows you to see scheduled tasks logs. |
Scheduled Tasks
| Permission | Description |
| scheduled-tasks.create | Allows you to create a scheduled task. |
| scheduled-tasks.destroy | Allows you to delete a scheduled task. |
| scheduled-tasks.update | Allows you to edit a scheduled task. |
| scheduled-tasks.view | Allows you to see scheduled tasks. |
Schemas
| Permission | Description |
| schemas.available | Allows you to access available schemas. |
| schemas.create | Allows you to create a schema. |
| schemas.destroy | Allows you to delete a schema. |
| schemas.documents.destroy | Allows you to delete a schema document. |
| schemas.documents.download | Allows you to download documents. |
| schemas.documents.upload | Allows you to upload a document. |
| schemas.documents.view | Allows you to see documents. |
| schemas.parse | Allows to import a schema to the system. |
| schemas.update | Allows you to edit a schema. |
| schemas.view | Allows you to see schemas. |
Statements
| Permission | Description |
| statements.create | Allows you to create a statement. |
| statements.destroy | Allows you to delete a statement. |
| statements.documents.destroy | Allows you to delete a statement. |
| statements.documents.download | Allows you to download documents. |
| statements.documents.upload | Allows you to upload a document. |
| statements.documents.view | Allows you to see documents. |
| statements.update | Allows you to edit a statement. |
| statements.view | Allows you to see statements. |
Transaction Categories
| Permission | Description |
| transaction-categories.create | Allows you to create a transaction category. |
| transaction-categories.destroy | Allows you to delete a transaction category. |
| transaction-categories.update | Allows you to edit a transaction category. |
| transaction-categories.view | Allows you to see transaction categories. |
Transactions
| Permission | Description |
| transactions.create | Allows you to create a transaction. |
| transactions.destroy | Allows you to delete a transaction. |
| transactions.update | Allows you to edit a transaction. |
| transactions.view | Allows you to see transactions. |
Translation Libraries
| Permission | Description |
| translation-libraries.create | Allows you to create a translation library. |
| translation-libraries.destroy | Allows you to delete a translation library. |
| translation-libraries.update | Allows you to edit a translation library. |
| translation-libraries.view | Allows you to see translation libraries. |
Translation Service Libraries Items
| Permission | Description |
| translation-service-libraries-items.create | Allows you to create a translation library item. |
| translation-service-libraries-items.destroy | Allows you to delete a translation library item. |
| translation-service-libraries-items.save-library-item | Allows you to save a translation library item. |
| translation-service-libraries-items.update | Allows you to edit a translation library item. |
| translation-service-libraries-items.view | Allows you to see translation libraries items. |
Translation Service Libraries
| Permission | Description |
| translation-service-libraries.create | Allows you to create a translation library. |
| translation-service-libraries.destroy | Allows you to delete a translation library. |
| translation-service-libraries.update | Allows you to edit a translation library. |
| translation-service-libraries.view | Allows you to see translation library. |
Users
| Permission | Description |
| users.create | Allows you to create a user. |
| users.destroy | Allows you to delete a user. |
| users.password-update | Allows you to edit a password. |
| users.update | Allows you to edit a user. |
| users.view | Allows you to see users. |
Workflows
| Permission | Description |
| workflows.create | Allows you to create a workflow. |
| workflows.destroy | Allows you to delete a workflow. |
| workflows.update | Allows you to edit a workflow. |
| workflows.view | Allows you to see workflows. |