Permissions
Every permission and which built-in roles include it.
A permission controls one specific thing a person can see or do in solarOS, such as editing a quote or approving a change order. Every team member has a role, and each role includes a fixed set of permissions.
Owners have every permission, so Owner isn't shown as a separate column below: an Owner can always do everything on this list. By default, only Owner and Admin can open Settings at all; the other roles don't see the Settings area.
Your organization can also create custom roles from Settings → Team → Roles. A custom role isn't shown in the table below: it starts from one of these roles but has its own permissions, which don't change if the built-in role's permissions later change.
| Permission | Description | Admin | Sales Manager | Sales User | Operations Manager | Operations User | Technician | Member |
|---|---|---|---|---|---|---|---|---|
| View Own Conversations | Read conversations on work you own | Yes | Yes | Yes | Yes | Yes | Yes | |
| View All Conversations | Read conversations subject to case, project, sales and customer visibility | Yes | Yes | Yes | Yes | |||
| View Unassigned Conversations | Read conversations on unassigned work | Yes | Yes | Yes | Yes | Yes | ||
| Send Messages | Send messages to customers | Yes | Yes | Yes | Yes | Yes | ||
| Approve Assistant Suggestions | Approve suggested replies and reported field values | Yes | Yes | Yes | Yes | Yes | ||
| View Own Customers | View customers assigned to you | Yes | Yes | Yes | ||||
| View All Customers | View all customer records in the organization | Yes | Yes | Yes | Yes | |||
| View Unassigned Customers | View customers not assigned to anyone | Yes | Yes | Yes | Yes | Yes | ||
| Create Customers | Create new customer records | Yes | Yes | Yes | Yes | Yes | ||
| Edit Customers | Edit existing customer records | Yes | Yes | Yes | Yes | Yes | ||
| Delete Customers | Delete customer records | Yes | Yes | Yes | ||||
| Assign Customers | Assign customers to team members | Yes | Yes | Yes | Yes | |||
| Reassign Customer Owner | Change the accountable owner of an existing customer record | Yes | Yes | Yes | ||||
| View Own Leads | View leads assigned to you | Yes | Yes | |||||
| View All Leads | View all lead records in the organization | Yes | Yes | Yes | Yes | |||
| View Unassigned Leads | View leads not assigned to anyone | Yes | Yes | Yes | Yes | Yes | ||
| Create Leads | Create new leads | Yes | Yes | Yes | Yes | Yes | ||
| Edit Leads | Edit existing leads | Yes | Yes | Yes | Yes | Yes | ||
| Delete Leads | Delete lead records | Yes | Yes | Yes | ||||
| Assign Leads | Assign leads to team members | Yes | Yes | Yes | Yes | |||
| Reassign Lead Owner | Change the accountable owner of an existing lead | Yes | Yes | Yes | ||||
| View Own Opportunities | View opportunities assigned to you | Yes | Yes | |||||
| View All Opportunities | View all opportunities in the organization | Yes | Yes | Yes | Yes | |||
| View Unassigned Opportunities | View opportunities not assigned to anyone | Yes | Yes | Yes | Yes | Yes | ||
| Create Opportunities | Create new opportunities | Yes | Yes | Yes | Yes | Yes | ||
| Edit Opportunities | Edit existing opportunities | Yes | Yes | Yes | Yes | Yes | ||
| Delete Opportunities | Delete opportunity records | Yes | Yes | Yes | ||||
| Reassign Opportunity Owner | Change the accountable owner of an existing opportunity | Yes | Yes | Yes | ||||
| View Own Quotes | View quotes you created or are assigned to | Yes | Yes | |||||
| View All Quotes | View all quotes in the organization | Yes | Yes | Yes | Yes | |||
| View Unassigned Quotes | View quotes not assigned to anyone | Yes | Yes | Yes | Yes | Yes | ||
| Create Quotes | Create new quotes | Yes | Yes | Yes | Yes | Yes | ||
| Edit Quotes | Edit existing quotes | Yes | Yes | Yes | Yes | Yes | ||
| Delete Quotes | Delete quote records | Yes | Yes | Yes | ||||
| Approve Quotes | Approve quotes for customer delivery | Yes | Yes | Yes | ||||
| Send Quotes | Send quotes to customers | Yes | Yes | Yes | Yes | Yes | ||
| Assign Quotes | Assign quotes to team members | Yes | Yes | Yes | Yes | |||
| Reassign Quote Owner | Change the accountable owner of an existing quote | Yes | Yes | Yes | ||||
| Write In Quote Adjustments | Add one-off pricing adjustments that are not in the pricing catalog | Yes | Yes | |||||
| View Own Tasks | View Own tasks | Yes | Yes | Yes | ||||
| View All Tasks | View All tasks | Yes | Yes | Yes | Yes | |||
| View Unassigned Tasks | View Unassigned tasks | Yes | Yes | Yes | Yes | |||
| Create Tasks | Create tasks | Yes | Yes | Yes | Yes | |||
| Edit Tasks | Edit tasks | Yes | Yes | Yes | Yes | |||
| Delete Tasks | Delete tasks | Yes | Yes | |||||
| View Own Projects | View projects assigned to you | Yes | Yes | Yes | ||||
| View All Projects | View all projects in the organization | Yes | Yes | Yes | Yes | |||
| View Unassigned Projects | View projects not assigned to anyone | Yes | Yes | Yes | Yes | |||
| Create Projects | Create new projects | Yes | Yes | Yes | Yes | |||
| Edit Projects | Edit existing projects | Yes | Yes | Yes | Yes | |||
| Delete Projects | Delete project records | Yes | Yes | |||||
| Assign Projects | Assign projects to team members | Yes | Yes | Yes | ||||
| Reassign Project Owner | Change the accountable owner of an existing project | Yes | Yes | Yes | ||||
| Manage Project Templates | Create and edit project templates | Yes | Yes | |||||
| Approve Change Orders | Approve project change orders on the customer's behalf | Yes | Yes | |||||
| Upload Media | Upload media to a visible project media gallery | Yes | Yes | Yes | Yes | Yes | ||
| Delete Media | Soft-delete media from a visible project media gallery | Yes | Yes | Yes | ||||
| View Own Work Orders | View work orders assigned to you | Yes | Yes | Yes | ||||
| View All Work Orders | View all work orders in the organization | Yes | Yes | Yes | Yes | |||
| View Unassigned Work Orders | View work orders not assigned to anyone | Yes | Yes | Yes | ||||
| Create Work Orders | Create new work orders | Yes | Yes | Yes | ||||
| Edit Work Orders | Edit existing work orders | Yes | Yes | Yes | ||||
| Delete Work Orders | Delete work order records | Yes | Yes | |||||
| Complete Work Orders | Mark work orders as complete | Yes | Yes | Yes | Yes | |||
| Create Service Appointments | Create or schedule service appointments on a work order | Yes | Yes | Yes | ||||
| View Own Reports | View reports you submitted | Yes | Yes | Yes | ||||
| View All Reports | View all reports in the organization | Yes | Yes | Yes | Yes | |||
| Create Reports | Create field reports | Yes | Yes | Yes | Yes | |||
| Edit Reports | Edit report contents after creation | Yes | Yes | Yes | Yes | |||
| Delete Reports | Soft-delete report records | Yes | Yes | |||||
| Review Reports | Review and approve submitted reports | Yes | Yes | |||||
| Email Reports to Customers | Send customer-facing report emails | Yes | Yes | |||||
| Create Quotes from Reports | Create follow-up quotes from report outcomes | Yes | Yes | Yes | ||||
| View Own Billing | View your own invoices and payments | Yes | Yes | |||||
| View All Billing | View all invoices and payment history | Yes | Yes | Yes | Yes | |||
| Create Invoices | Create new invoices | Yes | Yes | Yes | Yes | |||
| Manage Payments | Manage payments and process refunds | Yes | Yes | |||||
| Field Invoicing | Send invoices and collect or record customer payments from the technician work-order experience | Yes | ||||||
| View Users | View the users list | Yes | Yes | Yes | Yes | |||
| Invite Users | Send invitations to join the organization | Yes | ||||||
| Change User Roles | Change another user's role | Yes | ||||||
| Edit User Details | Edit another user's details such as schedule | Yes | ||||||
| Deactivate Users | Deactivate or remove users | Yes | ||||||
| Manage Permissions | Manage per-user permission overrides | Yes | ||||||
| Manage SSO | Configure single sign-on (SAML/OIDC) for the organization | Yes | ||||||
| Manage 2FA | Configure per-role two-factor authentication enforcement | Yes | ||||||
| Manage Compensation | Configure per-role commission and base compensation (Compensation feature shell) | |||||||
| View Settings | View organization settings | Yes | Yes | Yes | Yes | Yes | Yes | |
| Edit Settings | Modify organization settings | Yes | ||||||
| Manage Billing | View and manage billing settings | |||||||
| Manage Fields | Create, edit, deprecate, and delete custom fields used in quotes, projects, and agreements | Yes | ||||||
| Manage Organization | Edit organization profile, branding, and hours (Company section). | Yes | ||||||
| Manage Licenses | Create, edit, and delete contractor licenses (Company section). | Yes | ||||||
| Manage Work Types | Create, edit, and delete work types (Operations section). | Yes | ||||||
| Manage Checklists | Create, edit, and delete checklist templates (Operations section). | Yes | ||||||
| Manage SLAs | Change the case SLA targets: how quickly cases get a first response and are resolved, by priority (Operations section). | Yes | ||||||
| Manage Scheduling | Configure scheduling rules and guardrails (Operations section). | Yes | ||||||
| Manage Maintenance Plans | Umbrella permission for plans, billing, renewals, service catalog, and deliverable types (Operations section). | Yes | ||||||
| Manage Subscription Plans | Create, edit, and delete subscription maintenance plans (Operations section). | Yes | ||||||
| Manage Service Catalog | Create, edit, and delete service offerings (Operations section). | Yes | ||||||
| Manage Deliverable Types | Create, edit, and delete deliverable types (Operations section). | Yes | ||||||
| Manage Locations | Create, edit, and archive company offices, warehouses, and pickup locations. | Yes | ||||||
| Manage Pickup Locations | Create, edit, and delete material pickup locations (Operations section). | Yes | ||||||
| Manage Project Templates | Create, edit, and delete project templates and mappings (Operations section). | Yes | ||||||
| Manage Project Automation | Create, edit, and delete project automation rules (Operations section). | Yes | ||||||
| Manage Knowledge Base | Upload, edit, and delete knowledge base documents (Operations section). | Yes | ||||||
| View Knowledge | Read company knowledge and ask questions with sources. | Yes | ||||||
| Manage Knowledge | Edit and verify company knowledge sources. | Yes | ||||||
| Manage Personal Snippets | Create and edit your own private knowledge snippets. | Yes | ||||||
| Manage Report Types | Create, edit, and delete report types (Operations section). | Yes | ||||||
| Manage Work Order Report Configs | Configure required reports per work type (Operations section). | Yes | ||||||
| Manage Contract Templates | Create, edit, and delete customer agreement templates (Sales catalog section). | Yes | ||||||
| Manage Financing | Configure financing lenders and options (Sales catalog section). | Yes | ||||||
| Manage Pricing | Configure pricing adders, rules, tiers, and financing options (Sales catalog section). | Yes | ||||||
| Manage Jurisdictions | Configure jurisdictions and compliance data (Company section). | Yes | ||||||
| Manage Territories | Draw and edit territories and territory types (Company section). | Yes | ||||||
| Manage Payment Schedules | Create, edit, and delete payment schedule templates (Sales catalog section). | Yes | ||||||
| Manage Custom Record Types | Create, edit, and delete custom record type schemas (Projects section). | Yes | ||||||
| Manage Email Templates | Create, edit, and delete customer email templates (Communications section). | Yes | ||||||
| Manage SMS Templates | Create, edit, and delete customer SMS templates (Communications section). | Yes | ||||||
| Manage Sender Identity | Configure from-email, from-name, from-phone, and run domain verification (Communications section). | Yes | ||||||
| Manage Channels | Connect communication channels and configure mailbox intake. | Yes | Yes | |||||
| Manage Playbooks | Configure customer communication playbooks and simulate their steps. | Yes | ||||||
| Manage Notification Rules | Create, edit, and delete notification routing rules (Communications section). | Yes | ||||||
| Manage Activity Feed Events | Choose which system events appear in the in-app activity feed. | Yes | ||||||
| View Email Log | Read the organization-wide log of sent emails, including content and delivery status (Communications section). | Yes | ||||||
| View Integrations | View installed integrations and the discoverable catalog (Integrations section). | Yes | Yes | |||||
| Manage Integrations | Connect, configure, test, and disconnect third-party integrations (e.g., Salesforce, QuickBooks). | Yes | ||||||
| Manage Webhooks | Create, edit, delete, and rotate secrets for outbound webhooks (Integrations section). | Yes | ||||||
| Manage API Keys | Create and revoke API keys for external tools and AI agents (Integrations section). | Yes | ||||||
| Export organization data | Request a full export of organization data (invoices, customers, projects). | |||||||
| Delete organization | Permanently delete the organization and all associated data. | |||||||
| Manage Authentication | Configure SSO provider + tenant and org-level 2FA enforcement (Security section). | Yes | ||||||
| Manage Session Policy | Configure password policy, session timeout, and remember-device rules (Security section). | Yes | ||||||
| View Audit Log | Read the organization-wide audit log with filters and row detail (Security section). | Yes | ||||||
| Request Data Export | Request full or scoped exports of organization data (Security section). | Yes | ||||||
| Manage Data Retention | Configure per-entity data retention policy (Security section). | Yes | ||||||
| Manage Developer Tools | Create/toggle/delete organization feature flags and access developer tools. Platform-reserved, OWNER-only. | |||||||
| View Monitoring | View system monitoring dashboards | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Configure Monitoring | Configure alert thresholds and notification settings | Yes | Yes | |||||
| Edit Own Profile | Edit own profile information | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Dashboard Tab | Open the Dashboard area. Off = the Dashboard pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Sales Tab | Open the Sales area. Off = the Sales pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Customers Tab | Open the Customers area. Off = the Customers pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Projects Tab | Open the Projects area. Off = the Projects pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Dispatch Tab | Open the Dispatch area. Off = the Dispatch pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Monitoring Tab | Open the Monitoring area. Off = the Monitoring pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Marketplace Tab | Open the Marketplace area. Off = the Marketplace pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Billing Tab | Open the Billing area. Off = the Billing pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Settings Tab | Open the Settings area. Off = the Settings pages are hidden and blocked. | Yes | ||||||
| View Own Work Items | View project items assigned to you (My Work sub-app) | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View All Work Items | View all project items across the team / organization | Yes | Yes | Yes | ||||
| View Unassigned Work Items | View project items not assigned to anyone (claim queue) | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Assign Work Items | Assign project items to other team members | Yes | Yes | Yes | ||||
| Claim Work Items | Self-claim unassigned project items | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Delete Work Items | Soft-delete project items from a visible project | Yes | Yes | |||||
| Create Material Requisitions | Create material requisitions from projects and work orders | Yes | Yes | Yes | ||||
| Edit Material Requisitions | Edit material requisitions, including line items, receiving, and status changes | Yes | Yes | Yes | ||||
| Delete Material Requisitions | Cancel material requisitions and remove their project/work-order links | Yes | Yes | |||||
| Confirm Material Pickup | Confirm pickup of a ready material order (status and pickup notes only) | Yes | Yes | Yes | Yes | |||
| Field RMAs | See RMAs at the property of jobs you are dispatched to, from the technician job page | Yes | Yes | Yes | Yes | |||
| View Own Cases | View cases assigned to you or that you created | Yes | Yes | Yes | ||||
| View All Cases | View all cases in the organization | Yes | Yes | Yes | ||||
| View Unassigned Cases | View cases not assigned to anyone | Yes | Yes | Yes | ||||
| Create Cases | Create new cases from staff intake | Yes | Yes | Yes | ||||
| Edit Cases | Edit existing cases | Yes | Yes | Yes | ||||
| Delete Cases | Delete case records | Yes | Yes | |||||
| Reassign Case Owner | Change the accountable owner of an existing case | Yes | Yes | |||||
| Close Cases | Close cases with a recorded resolution | Yes | Yes | Yes | ||||
| Reopen Closed Cases | Transition a CLOSED case back to OPEN (manager-only) | Yes | Yes | |||||
| View Case Manager Dashboard | Access the /service/cases/dashboard summary page | Yes | Yes | |||||
| View Credit Details | See amounts, interest rate, term, approval expiry and decline reason on financing applications | Yes | Yes | Yes | Yes | |||
| Create Contracts | Create and send customer agreements, including resends and signer reminders | Yes | Yes | Yes | Yes | |||
| Void Contracts | Void pending customer agreements and cancel outstanding signatures | Yes | ||||||
| Reassign Contract Owner | Change the accountable owner of an existing contract | Yes | Yes | Yes | ||||
| Reassign Invoice Owner | Change the accountable owner of an existing invoice | Yes | Yes | Yes | ||||
| Reassign Change Order Owner | Change the accountable owner of an existing change order | Yes | Yes | Yes | ||||
| Reassign Financing Application Owner | Change the accountable owner of an existing financing application | Yes | Yes | Yes | ||||
| Reassign Automation Rule Owner | Change the accountable owner of an existing automation rule | Yes | ||||||
| Reassign Knowledge Document Owner | Change the accountable owner of an existing knowledge document | Yes | ||||||
| Reassign API Key Owner | Change the accountable owner of an existing API key | Yes | ||||||
| Reassign Webhook Owner | Change the accountable owner of an existing webhook | Yes | ||||||
| Reassign Saved Filter Owner | Change the accountable owner of an existing saved filter | Yes | ||||||
| Manage Shared Views | Share saved views with the whole organization, show them in page headers, and edit or delete any shared view | Yes | ||||||
| View Cases Tab | Open the Cases area. Off = the Cases pages are hidden and blocked. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View Analytics | Open the Analytics module (business trends and reports). Off = the Analytics pages are hidden and blocked. | Yes | ||||||
| View Analytics Reports | Open reports and dashboards under Analytics that are shared with you or the whole company. | Yes | Yes | Yes | Yes | Yes | ||
| Build Analytics Reports | Create and edit your own reports and dashboards under Analytics. | Yes | Yes | Yes | ||||
| Manage Analytics Reports | Share reports and dashboards with the whole company, manage company folders, and open, edit or delete anyone's reports, including private ones. | Yes |
Was this page helpful?