> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/equipme/settings-1/roles-and-rights/roles-and-permissions.md).

# Roles & Permissions

## Permissions by Module

This guide breaks down permissions based on the sidebar menu in equipme. Use the legend below to understand the access level.

#### **Legend:**

| Icon | Type               | Description                                         |
| :--: | ------------------ | --------------------------------------------------- |
|   ✅  | **Execute / Edit** | Can create, edit, approve, or place binding orders. |
|  🔍  | **View Only**      | Can only view data. No changes or orders allowed.   |

***

### My Company (Organization)

*Management of employees, locations, and organizational structure.*

| Role                 | Right | Scope / Context                                                          |
| -------------------- | :---: | ------------------------------------------------------------------------ |
| **Administrator**    |   ✅   | **All Employees:** Can create, edit, and delete all users and locations. |
| **Supervisor**       |   ✅   | **Own Team:** Can edit profiles of their own team members.               |
| **Team Manager**     |   🔍  | **Own Team:** Read-only list of team members (cannot edit).              |
| **Location Manager** |   ✅   | **Location:** Can edit details of their assigned physical location.      |

***

### Marketplace

*The central hub for browsing products and requesting equipment.*

| Role           | Right | Action Description                                                       |
| -------------- | :---: | ------------------------------------------------------------------------ |
| **User**       |   ✅   | **Request:** Can fill cart and trigger the approval process.             |
| **Planner**    |   ✅   | **Prepare:** Can configure carts and save as drafts, but **cannot** buy. |
| **Buyer**      |   ✅   | **Buy:** Can trigger binding orders to suppliers.                        |
| **Controller** |   🔍  | **View:** Can see marketplace items/prices but cannot order.             |

***

### Approvals

*Where managers review and authorize requests.*

| Role                 | Right | Approval Scope                                                        |
| -------------------- | :---: | --------------------------------------------------------------------- |
| **Team Manager**     |   ✅   | **Own Team:** Approves requests from direct reports.                  |
| **Supervisor**       |   ✅   | **Own Team:** Same as Team Mgr (often with higher budget limits).     |
| **Location Manager** |   ✅   | **Location:** Approves requests tied to their specific building/site. |
| **Business Owner**   |   ✅   | **Service:** Approves requests for specific services they own.        |

***

### Assets

*Inventory, Warehouse Management, and Service Catalog.*

| Role                  | Right | Scope / Context                                                  |
| --------------------- | :---: | ---------------------------------------------------------------- |
| **Portfolio Manager** |   ✅   | **Service Catalog:** Defines the internal service catalog.       |
| **Business Owner**    |   ✅   | **Inventory:** Manages and customizes services assigned to them. |
| **Location Manager**  |   🔍  | **Warehouse:** Can often view asset stock for their location.    |

***

### Controlling

*Financial oversight, Order history, and Invoices.*

| Role              | Right | Scope / Context                                                         |
| ----------------- | :---: | ----------------------------------------------------------------------- |
| **Controller**    |   ✅   | **Invoices:** Can manage and process invoices.                          |
| **Controller**    |   🔍  | **Orders & Costs:** Read-only access to organization spending/reports.  |
| **Buyer**         |   🔍  | **Orders:** Views order history and status (often location-restricted). |
| **Administrator** |   ✅   | **Config:** Can export data and change controlling settings.            |

***

### Offer Management

*Service Portfolio definition and Order Processing configuration.*

| Role                  | Right | Scope / Context                                                         |
| --------------------- | :---: | ----------------------------------------------------------------------- |
| **Portfolio Manager** |   ✅   | **Full Access:** Manages the entire service portfolio structure.        |
| **Supervisor**        |   ✅   | **Team Offers:** Can configure specific service bundles for their team. |
| **Buyer**             |   🔍  | **Processing:** Can view order processing rules (depends on config).    |

***

### Automation & Settings

*System configuration and technical setup.*

| Role                 | Right | Scope / Context                                                      |
| -------------------- | :---: | -------------------------------------------------------------------- |
| **Administrator**    |   ✅   | **System:** Full global configuration (SSO, Settings, Integrations). |
| **Automation Admin** |   ✅   | **Builder:** Can create and edit Workflows and Integrations.         |
| **Automation User**  |   ✅   | **Task Runner:** Can only execute manual "People Tasks".             |
| **Service Desk**     |   ✅   | **Tickets:** Can edit and process support tickets.                   |


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