Permissions in detail

A role’s grid has three sections — the way your app’s sidebar is built: Workspace, Documents and System. Here’s what each permission allows.

Workspace

Area	View	Create	Update	Delete
Customers	see the customer list and each customer	add new customers	change customers	archive and delete customers
Products	see the product list	add new products	change products	archive and delete products

Documents

Each active app brings these rows for its own documents; without an activated app they’re missing. In UNENO Invoice they are Quotes, Invoices, Recurring invoices and Reminders, plus Cancel for invoices. What they allow in detail is described in that app’s chapter.

System

Area	What the permissions allow
Data export	View: see and download exports · Create: start new exports · Delete: delete exports
Activity log	View: read the workspace’s activity log
Members	View: see the team members · Create: invite and re-send invitations · Update: change members’ roles, suspend and enable · Delete: remove members
Roles	View: see the roles · Create, Update, Delete: create, change and delete roles
Settings	View, Update: the General page (with the number ranges) and Texts & Emails, in UNENO Invoice also DATEV
Business profile	View, Update: your company’s details on documents and emails — including bank details and tax numbers
Documents settings	View, Update: the logo on your documents and, in UNENO Invoice, the options of the Invoices & quotes card
Sending	View, Update: how emails are sent — including with your own mail server and its credentials
Taxes	View, Create, Update, Delete tax rates
Units	View, Create, Update, Delete units (piece, hour, …)

Good to know

• An empty cell in the grid means the action doesn’t exist for that area — the activity log, for example, can only be viewed.
• New apps bring new rows. When you activate another app, its areas appear in the grid — existing roles don’t get rights for them automatically; only the owner always has all.