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PRD
Role permission table
Role Permission main table
Feature name
Super Admin
Admin
Manager
assignee
Client
Service
Can create a service
Can create a service
can create a service
Can view Unpublished service
Can view Unpublished service
Can view Unpublished service
Can view Unpublished service
N/A
View Published service
View Published service
View Published service
View Published service
View Published service
Can unpublish a service
Can unpublish a service
Can unpublish a service
Update a service
Update a service
Update a service
Delete a service
Delete a service
Delete a service
Order
Create an order
Create an order
Create an order
N/A
Create an order(via purchasing)
Can View all orders
Can View all orders
Can View all orders
Can view assigned orders
Can view own order (self order and a client of)
Update an order
Update an order
Update an order
Can assign member in order
Can assign member in order
Can assign member in order
Delete an Order
Delete an order
Delete an order
Task
create a task in an order
create a task in an order
create a task in an order
Can only view the task (review option selected)
Can View all tasks
Can View all tasks
Can View all tasks
Can view assigned tasks
Can only view the task (review option selected)
Can remove a member in order
Can remove a member in order
Can remove a member in order
Edit/update a task
Edit/update a task
Edit/update a task
Edit/update a task if assigned
delete a task
delete a task
delete a task
Can send a task to client for approval
Can send to client for approval
Can send to client for approval
Can approve/reject a task
Can assign member in a task
Can assign member in a task
Can assign member in a task
N/A
N/A
Can remove a member in task
Can remove a member in task
Can remove a member in task
can change a task status
can change a task status
can change a task status
can change assigned task status
Add/remove a client
Add/remove a client
N/A
N/A
N/A
Can create invoice
Can create invoice
can create invoice
Can update invoice
Can update invoice
Can update invoice
Can delete invoice
Can delete invoice
Can delete invoice
Can View all invoices
Can View all invoices
Can View all invoices
Can View own invoices
Create a ticket
Create a ticket
Create a ticket
Create a ticket
Update a ticket
Update a ticket
Update assigned ticket
update own created ticket(to close and comment on the ticket)
Close a ticket
Close a ticket
Close a ticket
Close a ticket (If assigned)
Close a ticket(OWN)
Can delete a ticket
Can delete a ticket
Can delete his/her own ticket
Can view all tickets
Can view all tickets
Can view all tickets
Can view all tickets
Can view own tickets
Can send feedback
Can send feedback
can send feedback
can send feedback to assigned task
can send feedback
can change agency name, color, logo
can change agency name, color, logo
can change agency, color, logo
Can create a quotation
Can create a quotation
Can create a quotation
Can create a quotation
Can delete a quotation
Can delete a quotation
Can delete a quotation
Can approve/reject a quotation sent by client
Can approve/reject a quotation sent by client
Can approve/reject a quotation sent by client
Can approve/reject a quotation sent by agency
Can view all quotations
Can view all quotations
Can view all quotations
Can view own quotations. (sent by client and sent by agency)
add team member
add team member
can add team member
Can View all the members
Can view all the members
Can change a members role
Can change a members role
Can delete a member
Can delete a member
Can get timesheet
Can get timesheet
Can get timesheet
Can view his own timesheet
Can delete workspace
Can view revenue widget
can setup webhook
add integration
create a lead
create a lead
create a lead
Can View all leads
Can View all leads
can view lead
can view assigned lead
update fields in leads
update fields in leads
update fields in leads
update fields in assigned leads
Can delete a lead
can delete a lead
can delete a lead
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