Permissions

Configure fine-grained access control for your organization.

Overview

Permissions control what actions users can perform within Scrivio. Permissions are assigned to roles, and roles are assigned to users.

Permission Categories

Client Permissions

• clients.view - View client records
• clients.create - Create new clients
• clients.edit - Edit client information
• clients.delete - Delete client records

Appointment Permissions

• appointments.view - View appointments
• appointments.create - Schedule appointments
• appointments.edit - Modify appointments
• appointments.delete - Cancel appointments

Billing Permissions

• billing.view - View billing information
• billing.create - Create invoices
• billing.edit - Modify billing records
• billing.approve - Approve invoices

Administrative Permissions

• users.manage - Manage users
• roles.manage - Manage roles and permissions
• organization.settings - Modify organization settings

Assigning Permissions

Via Roles

1. Navigate to Settings > Roles
2. Select a role
3. Toggle permissions on/off
4. Save changes

Permission Inheritance

• Permissions are additive
• Users can have multiple roles
• More specific permissions override general ones

Best Practices

• Follow the principle of least privilege
• Regularly review permissions
• Document custom role configurations
• Test permission changes before wide rollout

Troubleshooting

If a user reports missing access:

1. Check their assigned roles
2. Verify the role has the required permissions
3. Ensure the user's account is active