Docs/Operations/Permissions

Operations

Permissions

Control exactly what each role can see and do in EasyFlow.

How permissions work

Every role has a set of permissions — things members of that role are allowed to do. Permissions can be viewed and changed in Admin Portal → Roles & Permissions. Changes save immediately and apply to all members of that role.

ℹSuper Admin permissions are fixed and cannot be changed. All other roles are fully customisable.

Permission matrix

PermissionSuper AdminTenant AdminManagerAnalystOperator
View dashboards✓✓✓✓✓
Run workflow steps✓✓✓✗✓
Approve requests✓✓✓✗✗
Edit workflows✓✓✓✗✗
Invite users✓✓✗✗✗
Change user roles✓✓✗✗✗
Manage ERP connections✓✓✗✗✗
View reports✓✓✓✓✗
Export data✓✓✓✓✗
Create workspaces✓✗✗✗✗
Platform settings✓✗✗✗✗
View audit log✓✓✗✗✗

Customising permissions

Open Admin Portal → Roles & Permissions tab. Click any checkbox to toggle a permission for a role. Changes save automatically and take effect immediately.

✦Start with the defaults. They reflect how most supply chain teams are structured. Only adjust when a specific person or situation needs it.