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.

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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.

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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.

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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.

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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.

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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.

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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).

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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.