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Permission reference ​

Every permission in YardPilot, organised by category. Use this when creating custom roles or reviewing a system role.

Counts below are the defaults for system roles. Custom roles can mix any combination. Owner bypasses permission checks even if a permission is later added to the product.

Quick role comparison ​

PermissionOwnerAdminOfficeField
Total permissions14214011032
Manage roles✓———
Confirm payroll✓———
Invite users✓✓——
Create contacts and properties✓✓✓✓
Create jobs✓✓✓—
Cancel, pause, or resume jobs✓✓✓—
Close, reopen, or delete jobs✓✓——
Complete visits✓✓✓✓

Admin has every permission except Manage roles (roles.manage) and Confirm payroll (time-entries.payroll). Those two stay Owner-only by default.

Dashboard ​

PermissionDescriptionOwnerAdminOfficeField
View dashboarddashboard.view✓✓✓✓

Contacts ​

PermissionDescriptionOwnerAdminOfficeField
View contactscontacts.view✓✓✓✓
Create contactscontacts.create✓✓✓✓
Update contactscontacts.update✓✓✓—
Delete contactscontacts.delete✓✓——
Export contactscontacts.export✓✓✓—
Import contactscontacts.import✓✓✓—
Override status (Contacts)contacts.set-status-override✓✓✓—

Properties ​

PermissionDescriptionOwnerAdminOfficeField
View propertiesproperties.view✓✓✓✓
Create propertiesproperties.create✓✓✓✓
Update propertiesproperties.update✓✓✓—
Delete propertiesproperties.delete✓✓——
Export propertiesproperties.export✓✓✓—
Import propertiesproperties.import✓✓✓—
Override status (Properties)properties.set-status-override✓✓✓—

Work requests ​

PermissionDescriptionOwnerAdminOfficeField
View work requestswork-requests.view✓✓✓✓
Create work requestswork-requests.create✓✓✓✓
Update work requestswork-requests.update✓✓✓—
Delete work requestswork-requests.delete✓✓——
Convert work requestswork-requests.convert✓✓✓—
Override status (Work requests)work-requests.set-status-override✓✓✓—

Quotes ​

PermissionDescriptionOwnerAdminOfficeField
View quotesquotes.view✓✓✓✓
Create quotesquotes.create✓✓✓—
Update quotesquotes.update✓✓✓—
Delete quotesquotes.delete✓✓——
Send quotesquotes.send✓✓✓—
Approve quotesquotes.approve✓✓✓—
Convert quotesquotes.convert✓✓✓—
Override status (Quotes)quotes.set-status-override✓✓✓—

Jobs ​

PermissionDescriptionOwnerAdminOfficeField
View jobsjobs.view✓✓✓✓
Create jobsjobs.create✓✓✓—
Update jobsjobs.update✓✓✓—
Delete jobsjobs.delete✓✓——
Close jobsjobs.close✓✓——
Reopen jobsjobs.reopen✓✓——
Cancel jobsjobs.cancel✓✓✓—
Pause jobsjobs.pause✓✓✓—
Resume jobsjobs.resume✓✓✓—
Assign team (Jobs)jobs.assign-team✓✓✓—
Override status (Jobs)jobs.set-status-override✓✓✓—

Visits ​

PermissionDescriptionOwnerAdminOfficeField
View visitsvisits.view✓✓✓✓
Create visitsvisits.create✓✓✓—
Update visitsvisits.update✓✓✓—
Delete visitsvisits.delete✓✓——
Start visitsvisits.start✓✓✓✓
Complete visitsvisits.complete✓✓✓✓
Skip visitsvisits.skip✓✓✓✓
Reopen visitsvisits.reopen✓✓✓—
Override status (Visits)visits.set-status-override✓✓✓—

Invoices ​

PermissionDescriptionOwnerAdminOfficeField
View invoicesinvoices.view✓✓✓✓
Create invoicesinvoices.create✓✓✓—
Update invoicesinvoices.update✓✓✓—
Delete invoicesinvoices.delete✓✓——
Send invoicesinvoices.send✓✓✓—
Void invoicesinvoices.void✓✓——
Record payment (Invoices)invoices.record-payment✓✓✓—
Add adjustment (Invoices)invoices.add-adjustment✓✓✓—
Override status (Invoices)invoices.set-status-override✓✓✓—

Payments ​

PermissionDescriptionOwnerAdminOfficeField
View paymentspayments.view✓✓✓✓
Create paymentspayments.create✓✓✓—
Allocate paymentspayments.allocate✓✓✓—
Void paymentspayments.void✓✓——
Process refunds (Payments)payments.refund✓✓——
View refunds (Payments)payments.refund-view✓✓✓—
Export paymentspayments.export✓✓✓—

Users ​

PermissionDescriptionOwnerAdminOfficeField
View usersusers.view✓✓✓—
Invite usersusers.invite✓✓——
Update usersusers.update✓✓——
Delete usersusers.delete✓✓——

Teams ​

PermissionDescriptionOwnerAdminOfficeField
View teamsteams.view✓✓✓—
Create teamsteams.create✓✓——
Update teamsteams.update✓✓——
Delete teamsteams.delete✓✓——

Settings ​

PermissionDescriptionOwnerAdminOfficeField
View settingssettings.view✓✓✓—
Update settingssettings.update✓✓✓—

Roles ​

PermissionDescriptionOwnerAdminOfficeField
View rolesroles.view✓✓✓—
Manage rolesroles.manage✓———

Insights ​

PermissionDescriptionOwnerAdminOfficeField
View insightsinsights.view✓✓✓—

Reports ​

PermissionDescriptionOwnerAdminOfficeField
View reportsreports.view✓✓✓—
Export reportsreports.export✓✓✓—

Timesheets ​

PermissionDescriptionOwnerAdminOfficeField
View timesheetstimesheets.view✓✓✓✓
Submit timesheetstimesheets.submit✓✓✓✓
Approve timesheetstimesheets.approve✓✓✓—
Export timesheetstimesheets.export✓✓✓—

Time entries ​

PermissionDescriptionOwnerAdminOfficeField
View time entriestime-entries.view✓✓✓✓
Create time entriestime-entries.create✓✓✓✓
Update time entriestime-entries.update✓✓✓✓
Approve time entriestime-entries.approve✓✓✓—
Confirm payroll (Time entries)time-entries.payroll✓———
Crew lead (Time entries)time-entries.crew-lead✓✓——

Expenses ​

PermissionDescriptionOwnerAdminOfficeField
View expensesexpenses.view✓✓✓✓
Create expensesexpenses.create✓✓✓✓
Approve expensesexpenses.approve✓✓——

Campaigns ​

PermissionDescriptionOwnerAdminOfficeField
View campaignscampaigns.view✓✓✓—
Create campaignscampaigns.create✓✓✓—
Update campaignscampaigns.update✓✓✓—
Delete campaignscampaigns.delete✓✓✓—
Send campaignscampaigns.send✓✓——

Equipment ​

PermissionDescriptionOwnerAdminOfficeField
View equipmentequipment.view✓✓✓✓
Create equipmentequipment.create✓✓✓—
Update equipmentequipment.update✓✓✓—
Delete equipmentequipment.delete✓✓✓—

Catalog ​

PermissionDescriptionOwnerAdminOfficeField
View catalogcatalog.view✓✓✓✓
Create catalogcatalog.create✓✓✓—
Update catalogcatalog.update✓✓✓—
Delete catalogcatalog.delete✓✓——

Checklists ​

PermissionDescriptionOwnerAdminOfficeField
View checklistschecklists.view✓✓✓✓
Create checklistschecklists.create✓✓✓—
Update checklistschecklists.update✓✓✓—
Delete checklistschecklists.delete✓✓✓—
Update checklist items (Checklists)checklists.item_update✓✓✓✓

Tasks ​

PermissionDescriptionOwnerAdminOfficeField
View taskstasks.view✓✓✓✓
Create taskstasks.create✓✓✓✓
Update taskstasks.update✓✓✓—
Delete taskstasks.delete✓✓✓—

Service areas ​

PermissionDescriptionOwnerAdminOfficeField
View service areasservice-areas.view✓✓✓✓
Create service areasservice-areas.create✓✓✓—
Update service areasservice-areas.update✓✓✓—
Delete service areasservice-areas.delete✓✓✓—

Automations ​

PermissionDescriptionOwnerAdminOfficeField
View automationsautomations.view✓✓✓—
Create automationsautomations.create✓✓✓—
Update automationsautomations.update✓✓✓—
Delete automationsautomations.delete✓✓✓—

Templates ​

PermissionDescriptionOwnerAdminOfficeField
View templatestemplates.view✓✓✓✓
Create templatestemplates.create✓✓✓—
Update templatestemplates.update✓✓✓—
Delete templatestemplates.delete✓✓✓—

API keys ​

PermissionDescriptionOwnerAdminOfficeField
View api keysapi-keys.view✓✓✓—
Create api keysapi-keys.create✓✓——
Delete api keysapi-keys.delete✓✓——

Integrations ​

PermissionDescriptionOwnerAdminOfficeField
View integrationsintegrations.view✓✓✓—
Manage integrationsintegrations.manage✓✓——

Schedule ​

PermissionDescriptionOwnerAdminOfficeField
View scheduleschedule.view✓✓✓✓
Update scheduleschedule.update✓✓✓—

Communications ​

PermissionDescriptionOwnerAdminOfficeField
Send communicationscommunications.send✓✓✓—

Pay for performance ​

PermissionDescriptionOwnerAdminOfficeField
Create rules (P4P)p4p.rules-create✓✓——
Update rules (P4P)p4p.rules-update✓✓——
Approve periods (P4P)p4p.periods-approve✓✓——
View own performance (P4P)p4p.performance-view✓✓✓✓
View team performance (P4P)p4p.performance-view-team✓✓——
Create time entries for others (P4P)p4p.time-entries-create-for-others✓✓✓—
Reset calibration (P4P)p4p.calibration-reset✓✓——

Legend ​

SymbolMeaning
✓Granted by default on this system role
—Not granted by default

Notes ​

  • Owner bypass. The Owner role skips permission checks, including permissions added after you created the company.
  • Custom roles. You can pick any combination of these permissions.
  • Field time and expenses. Field workers who have time-entry or expense permissions only see their own records. The Expenses screen in the app is not live yet. Do not treat expense submit as a working day-to-day flow.
  • P4P. Permission rows exist for Pay for Performance. The dedicated P4P page in the sidebar is still Coming Soon. Time tracking still records the minutes P4P will use later.

Next steps ​

Field Service Management for Australian Businesses

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