This article explains how Admins control role-based permissions across Orders, Invoices, Commitments, Inventory-related actions, Mobile, and Other platform areas using the Permissions tab.

Permissions allow you to define what different roles can view, create, edit, or manage across SubBase. Permissions are configured by role and applied consistently across projects, ensuring users only have access to the actions they need.

If you have questions about what a specific permission does or whether it should be enabled, first check whether the permission includes a built-in definition by hovering over the information icon. If you still need clarification, use the in-app help to get assistance before making changes.

From the User Profile Menu, select Company Settings.

Note: The Permissions sub-tab is only available to Admin users.

Select the Permissions tab.

Use the category tabs to switch between permission groups:

Note: Permissions only exist for features that are enabled for your company. If a feature is not enabled, its permissions will not appear.

Each category displays a matrix of permissions by role.

Orders permissions define what actions each role can take on orders and RFQs, such as creating drafts, sending RFQs or orders, editing delivery details, managing materials, approving requests, and viewing pricing.

Use this section to ensure users have the appropriate level of access based on their responsibilities.

Invoice permissions control how users interact with invoices, including viewing, editing, deleting, posting, syncing with ERP systems, and managing invoice workflow.

Assign these permissions carefully to limit access to sensitive financial actions.

Commitment permissions determine who can view, create, edit, cancel, or reopen material commitments, including access to commitment history and versions.

Use these permissions to control responsibility for commitment lifecycle management.

Mobile permissions control which actions users can perform within the SubBase mobile experience, such as submitting delivery receipts or editing mobile requests.

Inventory permissions control access to inventory stock, warehouse management, and inventory-related requests.

Use these permissions to manage who can view and update stock levels, maintain warehouse locations, and create or manage consumable and asset requests.

Other permissions control visibility of key platform areas, such as the Calendar and Dashboard tabs.

Use these permissions to tailor the navigation experience by role.

Select Save Changes to apply updates across your organization.