How to Manage User Permissions
retaincoda provides granular permission control so you can decide exactly what each workspace member can see and do. This is especially important when you have team members who should only access certain parts of the system.
Accessing Permissions
Go to Workspace → Members, then click on the member whose permissions you want to configure. You'll see a permissions panel with checkboxes for each feature.
How Permissions Work
Permissions are organized by resource type. For each resource (e.g. Clients, Invoices, Projects), you can grant or deny these actions:
- View — See the list and details of records.
- Create — Add new records.
- Edit — Modify existing records.
- Delete — Remove records (soft delete).
Available Permission Categories
You can configure permissions for:
- Clients — Manage client records and portal access.
- Leads — View, create, and convert leads.
- Projects — Manage projects and project updates.
- Tasks — Create and assign tasks.
- Milestones — Track project deliverables.
- Proposals — Create and send proposals.
- Invoices — Create, edit, and send invoices.
- Contracts — Manage client contracts.
- Expenses — Track business expenses.
- Credit Notes — Issue credit notes.
- Communications — Log client communications.
- Checklists — Manage onboarding and process checklists.
- Reports — Access financial and business reports.
- Templates — Create and use project templates.
- Custom Fields — Define custom data fields.
- Automation Rules — Set up automated workflows.
- Approvals — Request and process approvals.
- Support Tickets — Create and manage support tickets.
Admin Role Bypass
Members with the Admin role automatically bypass all permission checks — they have full access to everything. Individual permissions only apply to members with the Member role.
When onboarding a new team member, start with minimal permissions and expand access as needed. This follows the principle of least privilege and keeps your data secure.