For the complete documentation index, see llms.txt. This page is also available as Markdown.

Permissions

Roles set the baseline. Sometimes, though, you need to fine-tune what a single person can do. That’s what the Permissions tab is for.

Path: My Company → Employees → (open employee) → Permissions Note at the top of the page: permissions that come from assigned roles can’t be edited here. You can only add or restrict what isn’t already locked by a role.

1) Self service Let this person request services on their own in the marketplace. Orders still follow your approval rules—this doesn’t bypass approvals. Use when: you want normal employees to “shop” their work essentials. Turn off when: requests must always be created by managers or IT.

2) Show prices and costs Shows unit prices in the marketplace and costs in self-service/controlling views (only applies to self-service views). Use when: you want transparency (e.g., cost-aware ordering or chargeback culture). Turn off when: you prefer employees to pick by policy, not by price.

3) Access to the entire marketplace Lets the person request all services offered - also those not explicitly enabled for self-service. Use when: power users or IT staff should see/request everything. Caution: keep approvals in place; this is broad visibility.

4) Record service instances & inventory Allows creating active service instances without running through approval, ordering, or fulfillment (e.g., retroactive entry from existing stock). Use when: onboarding historical assets, warehouse/asset ops, data clean-ups. Caution: it skips process steps - treat as an operator power tool.

5) Remove service instances & inventory Allows removing inventory objects and active service instances without approval or deprovisioning flows. Use when: senior asset managers need to correct data quickly. Caution: high-impact. Removing outside the standard offboarding can affect billing, compliance, and audit history. Keep this tight.

6) Access to employees for the location manager Gives access needed to manage employees and their services for a location. Use when: someone acts as location manager and must support “their” site without full admin rights.

Saving and reviewing

After changing any toggle, click Save. Revisit these settings when someone changes team, role, or responsibilities.

At the bottom you’ll see Roles assigned to this person (e.g., User, Team Manager). Those links take you straight to the role configuration: Settings → Roles & rights

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