See what every role can do, on one page
Settings → Scope and licences is a new read-only view of what each of the six roles in your organisation can do, and which parts of the platform each one can open.
- Pick a role and see every permission it holds and every one it doesn’t, with whether each applies to a person’s own records or the whole organisation.
- A second table lists the areas that role can reach — and, where a more specific rule narrows one, the exact pages inside it that are still closed to them.
- Each row says why the role has that access: because a permission in its template grants it, or because the area is restricted to named roles for a stated reason.
- Licence classes — Platform, Sales and Delivery — are shown as groupings over those capabilities, so you can see what each class actually covers. They are reporting only, and never stop anyone signing in or working.
- Everything is read from the same permission templates the platform enforces, so a change you make in Settings → Role templates shows up here the next time you load the page. A “customised” label marks any role you’ve changed from the platform default.
The view changes nothing on its own — it grants no access and edits nothing. Per-person exceptions are managed on each user’s own record and aren’t shown here.
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