Permission Catalog¶
Permissions are granted through Permission Groups attached to Roles. Use the Permission Matrix report (Reports Dashboard → Admin) to see which roles hold which permissions.
Standard permissions¶
Most Credence objects use View, Add, Edit, and Delete. Using Bookkeeping · Bundle as an example:
| App | Object | Action | What it allows |
|---|---|---|---|
| Bookkeeping | Bundle | View | Able to access View Bundle and Ledger. |
| Bookkeeping | Bundle | Add | Able to create new bundles (Add Bundle). |
| Bookkeeping | Bundle | Edit | Able to change existing bundles (Edit Bundle and related edit actions like Reclass). |
| Bookkeeping | Bundle | Delete | Able to delete bundles. |
The same pattern applies to other objects (for example Payable, Lease, or Vendor).
Non-standard permissions¶
These permissions are not the standard View / Add / Edit / Delete actions on an object. They control specific surfaces or elevated actions.
| App | Object | Action | What it allows |
|---|---|---|---|
| Bookkeeping | Bundle | Bulk Approve | Bulk-approve ledger bundles. |
| Bookkeeping | Bundle | Post to Closed Period | Post activity into a period that is already closed. |
| Core | View | Open Admin → System → Emails. | |
| Customer | Customer | View Audit Log | Open Admin → System → Audit Log. |
| Customer | Role | Delegate role | Create and cancel your own outgoing portfolio role delegations on portfolios where you hold this permission. |
| Property | Property | Close Books | Close accounting periods for a property. |
| Property | Property | View Reports | Open accounting and financial reports on the Reports Dashboard. |
| System | Permission Group | View | Browse permission groups under Admin → System → Permission Groups. |
| Tenant | Lease | Edit Approved | Edit a lease that is already in an approved workflow state. |
| Payable | Payable | Edit Approved | Edit a payable that is already in an approved workflow state. |
| Project | Project | Edit Approved | Edit a CapEx project that is already in an approved workflow state. |
| Project | Project | Edit Approved Development | Edit a Development job that is already in an approved workflow state. |
| Vendor | Vendor | Edit Approved | Edit a vendor that is already in an approved workflow state. |
| Vendor | Vendor Contract | Edit Approved | Edit a vendor contract that is already in an approved workflow state. |
| Loans | Loan | Edit Approved | Edit a loan that is already in an approved workflow state. |
| Loans | Capital Event | Edit Approved | Edit a capital event that is already approved. |
Where permissions apply¶
The table below lists Credence surfaces gated by each permission beyond the usual add, edit, detail, and manage pages for that object.
The Workbench action-items panel is not gated by Workflow · View. Panel entry requires any workbench section model View permission (Payable, Bundle, Purchase Order, Project, Loan, Capital Event, Lease, or Vendor); each section still requires that model’s View permission, and rows use workflow role / for_user checks.
| App | Object | Action | Surfaces |
|---|---|---|---|
| Banking | Bank Account | View | Bank balances |
| Banking | Transaction | View | Banking workbench; Bank reconciliation; Allocate Transactions |
| Bookkeeping | Bundle | View | Close books; Reconcile books; Journal template import (elevated permissions required to take action on these pages) |
| Bookkeeping | Bundle | Bulk Approve | Bulk approve ledger bundles |
| Bookkeeping | Bundle | Post to Closed Period | Posting into a closed period during close-out |
| Budget | Budget | View | Aggregated budget; Budget detail and downloads |
| Core | View | Admin → System → Emails | |
| Customer | Role | View | Permission Matrix; Access Matrix |
| Customer | Role | Delegate role | Delegate action on your own user profile |
| Customer | Customer | View Audit Log | Admin → System → Audit Log |
| Expense Reimbursement | Expense Pool | View | Expense reimbursement reconciliation (also requires Tenant · Lease · View) |
| Fixed Asset | Fixed Asset | View | Post fixed assets |
| Forecasting | Liquidity Object | View | Liquidity report |
| Forecasting | Market Leasing Assumption | View | Assign MLAs by unit; Bulk assign MLAs |
| Insurance | Insurance Record | View | Vendor insurance report; Tenant insurance report |
| Payable | Payable | View | Payables workbench; Accounts payable; Select payables to process; Payments in transit on the Banking Workbench (also requires Payment · Payment · View) |
| Payment | Payment | View | Payments in transit on the Banking Workbench (also requires Payable · Payable · View) |
| Project | Project | View Development | Development dashboard; Development budget pivot; Development liquidity |
| Property | Portfolio | View | Portfolio overview |
| Property | Property | View | Pipeline overview; Heatmap |
| Property | Property | Close Books | Inline close-period edits on Close books |
| Property | Property | View Reports | Reports Dashboard financial reports (income statement, balance sheet, trial balance, general ledger, cash flow, budget vs actuals, OpEx, CapEx, tax reconciliation, report generator, report packet, project cash flows, and related downloads) |
| Receivable | Receivable | View | Accounts receivable; Collections; Charge rent |
| Receivable | Receipt Bucket | View | Prepaids |
| Tenant | Lease | View | Rent roll; Leasing metrics; Lease options; Free rent; Security deposits; Tenant ledger; Expense reimbursement reconciliation (also requires Expense Reimbursement · Expense Pool · View) |
| Vendor | Vendor | View | Vendor payment history |
| Vendor | Vendor Contract | View | Post accrual entries |
| Tenant | Lease | Edit Approved | Edit lease form when the lease is already approved |
| Payable | Payable | Edit Approved | Edit payable form when the payable is already approved |
| Project | Project | Edit Approved | Edit CapEx project form when the project is already approved |
| Project | Project | Edit Approved Development | Edit Development job form when the job is already approved |
| Vendor | Vendor | Edit Approved | Edit vendor form when the vendor is already approved |
| Vendor | Vendor Contract | Edit Approved | Edit vendor contract form when the contract is already approved |
| Loans | Loan | Edit Approved | Edit loan form when the loan is already approved |
| Loans | Capital Event | Edit Approved | Edit capital event form when the event is already approved |
| Workflow | Workflow | View | Manage workflows; View workflow definitions |