Overview
Role permissions allow administrators to control exactly what users can access within ProgressionLIVE.
Some permissions provide access to modules, interface sections, or advanced functionality.
This article explains the permissions available under the Special Permissions section of a role.
Module Access
Module permissions generally control whether a module is visible and accessible to a user.
Accounting and ERP Integrations
Acomba
Acomba Simplified
AcombaX
Maestro Accounting
Maestro Service
QuickBooks Desktop
QuickBooks Online
Sage 50
These permissions primarily control the visibility of their respective configuration modules.
Operational Modules
Availability
Automation
Product Management
Price Lists
Task Groups
Working Schedule
Route Optimization (Xopt / Routeo)
Customer Satisfaction
Customer Payments
Labels
These permissions enable operational features throughout the platform.
Collaboration Modules
Assistant
Comments
Contacts
Messages
Attachments
Signatures
These permissions control access to communication and collaboration tools.
I
nterface Access
Web Interface
Allows users to sign in through a web browser.
Requires:
Classic Interface access or
PLight access
Classic Interface
Provides access to the legacy web interface.
Requires:
Web Interface access
PLight Interface
Provides access to the modern PLight interface.
Requires:
Web Interface access
Mobile Interface
Allows users to authenticate and use the mobile application.
Important Permissions
Price List Module
⚠️ Important
If a mobile user does not have this permission:
Price lists are not displayed.
Price lists are not applied to items created from the mobile device.
This includes automatically generated billing items.
The permission may directly affect invoicing accuracy.
Display Costs
Allows users to view:
Unit cost
Markup percentage
Display Prices
Allows users to view default pricing information.
Visibility Permissions
These permissions can bypass filtering mechanisms:
View all products
View unassigned entities
View entities outside assigned client restrictions
View entities tagged with security labels not assigned to the user
Use them cautiously.
Best Practices
Follow the principle of least privilege.
Test role changes before deployment.
Document custom permission sets.
Review visibility permissions regularly.