> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/what-the-permissions-control-a-tour-of-the-catalog.md). # What the permissions control: a tour of the catalog When you open a role, its permissions are grouped by area so you can see what each one does. General covers logging in: "Access Web" lets someone use the Essential web platform, and "Access Mobile" lets them sign in to the technician app on iOS and Android. Under Invoice and Quote, viewing is separated from creating and editing, with extras for overriding sales tax and building reusable prompt templates. Inspection Report permissions let people view reports, fill them out, and submit finished reports to the customer. Property File permissions control opening property files from the back office and who can see each one. Customer Portal lets you configure the branded portal, while Customer covers merging duplicate customers or splitting a record. Other areas include Inventory and Items, Scheduling and GPS, the Intake Form, Automated Outreach, Task Automations, and Compliance Engine. Job Costing separates viewing cost and margin data from managing cost rates and settings; Timecards has its own permission for reviewing and approving a team's time. The access-management area covers the Users and Roles & Permissions pages: with the Manage users or Manage roles permission, adding or deactivating users, assigning roles, and creating or editing custom roles are self-serve there. Document Templates includes editing the raw template source. One helpful detail: turning a permission on automatically pulls in anything it requires (for example, creating invoices needs viewing invoices), and turning one off drops anything that depended on it, so a role can't end up in an inconsistent state. > **Where to find it:** Settings > Roles & Permissions, then open any role to see the full permission list grouped by area. ## Related guides * [Roles and permissions](/administration/settings/roles-and-permissions.md) * [Add and manage users and their roles](/administration/settings/review-users-and-their-roles.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/administration/settings/what-the-permissions-control-a-tour-of-the-catalog.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.