Permissions

Here you manage the roles of your stable and decide which actions each role may perform. Use this page when you need to add a new role, change a role’s rights, or reactivate a hidden role.

What's on this page

• Permissions: a table where each row is a part of the app (e.g., horses, invoices) and each column is a role; tick the boxes to give or remove rights.
• Add role button: opens a dialog to create a new role or edit an existing one.
• Inactive roles button: appears only when there are hidden roles; opens a dialog to reactivate them.
• There are pending changes banner: appears after you modify any permission; use Save to apply the changes or Cancel to discard them.

Common tasks

Create a new role and set its permissions

1. Tap the Add role button. The New role dialog opens.
2. Enter the role’s Name and press Save.
3. The new role appears as a column in the Permissions table; tick the checkboxes for the rights you want.
4. When you have made changes, the There are pending changes banner appears – press Save there to apply the changes.

Change the permissions of an existing role

1. Locate the role’s column in the Permissions table. (If the column is off‑screen, use the left/right arrow buttons to scroll.)
2. Tick or untick the checkboxes for the actions you want to allow or block.
3. The There are pending changes banner appears; press Save to confirm or Cancel to revert.

Activate a hidden role

1. Press the Inactive roles button (only visible when there are hidden roles).
2. In the Activate role(s) dialog, tick the boxes next to the roles you want to reactivate.
3. Click Activate. The selected roles now appear as columns on the Permissions page.

Good to know

• On small screens only a few role columns are shown; use the left/right arrows to navigate through additional roles.
• The Remove option in a role’s menu is disabled for built‑in roles; you can only delete custom roles.
• If you try to create a role with a name that already exists but is inactive, the dialog will offer to Activate that role instead.
• Permission changes are only stored after you click the Save button in the pending changes banner.

Activate role(s)

The Activate role(s) dialog lets you reactivate roles that have been hidden.

Select roles

• Tick the checkboxes next to the roles you want to reactivate; you must select at least one role or an error will appear.

After saving

• The selected roles become active and reappear in the role list as usable; no further notification is sent.

Role

This form lets you create a new role or change an existing role's name.

Name

• Enter the role's name. It must be unique; if you type a name of an inactive role a warning appears.

Activate inactive role

• If the name matches an inactive role, a note appears with the role name and an Activate button. Click the Activate button and then Save (or press Save again) to reactivate it.

After saving

• The role is added to or updated in the role list on the Permissions screen, where you can assign permissions. No other users are notified automatically.