> ## Documentation Index
> Fetch the complete documentation index at: https://docsy3.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Permission Reference

> Every permission on Settings › Permission and what it allows, grouped the way the menus are.

This page lists every permission on **Settings › Permission**, in the order they appear, and what each switch allows. To change a role's permissions, see [Permission](https://docsy3.mile.app/pages/settings/permission/introduction.md).

> [!NOTE]
>
> Required permission:
>
> * View permission
> * Edit permission (to make changes)

> [!TIP]
>
> Use **Search permissions** at the top of the page to jump straight to a switch by name.

The permissions follow the menus of the app. They sit in one list of cards, in two columns: Analytics, Planning, Monitoring, Activities, Workflow, Export & Import, Users & Access, Workspace, Billing, Extensions, Other, then **Advanced** (account controls that have no menu of their own) and **Custom** (your organization's custom modules). On a small screen the cards stack in a single column in the same order.

Inside a card, each submenu is a section with its own heading. A permission with an **i** icon beside it has a short explanation; hover over or focus the icon to read it.

### Analytics

**Dashboard**

1. **View dashboard**: open **Analytics › Dashboard** and see the dashboards shared with the role.
2. **Create dashboard**: create a new dashboard, blank or from a template.
3. **Edit dashboard**: add, move, resize and remove widgets, and change a dashboard's filters and sharing.
4. **Delete dashboard**: delete a dashboard.

**Insight**

1. **View insight**: open **Analytics › Insight** and ask questions about your data.
2. **Edit insight**: change Insight conversations.
3. **Delete insight**: delete Insight conversations.

**Report**

1. **View report**, **Create report**, **Edit report**, **Delete report**: manage reports.

### Planning

**Visit**

1. **Route optimization**: start route optimization with **Optimize**.

**Routing Configuration**

Routing configurations hold the settings route optimization runs with.

1. **View configuration**: see routing configurations: default visit time, speed, multi-trip, return to hub, clustering and the other options.
2. **Create configuration**: create a routing configuration.
3. **Edit configuration**: change a configuration's options.
4. **Edit constraint**: add, change and remove the capacity constraints of a configuration.
5. **Delete configuration**: delete a configuration.

**Vehicles**

Vehicles are used by route optimization.

1. **View vehicle**: see the list of vehicles.
2. **Create vehicle**: add vehicles with their name, working time, capacity, tags and other details.
3. **Edit vehicle**: change a vehicle's details.
4. **Delete vehicle**: delete vehicles.

**Geotagging**

1. **View geotagging**, **Create geotagging**, **Edit geotagging**, **Delete geotagging**: manage geotagged locations.

**Routing Result**

Routing results are the routes route optimization produces.

1. **View result**: see routing results and their routes per vehicle.
2. **Edit result**: rename a result, change the vehicle of a route, and move visits between vehicles.
3. **Delete result**: delete routing results.
4. **Dispatch result**: dispatch a result, which assigns its visits as tasks to the vehicles' assignees. Dispatched tasks then appear in **Activities › Task**.

**Task Schedule**

1. **View task schedule**: open **Schedule** and see the list of task schedules with their flow, period and last status.
2. **Create task schedule**: create a schedule that creates tasks automatically, with the task data and the times it runs.
3. **Edit task schedule**: change a schedule's task data and timing, or pause it.
4. **Delete task schedule**: delete a schedule. Tasks it already created stay.

**Routing Schedule**

1. **View routing schedule**, **Create routing schedule**, **Edit routing schedule**, **Delete routing schedule**: manage schedules that run route optimization automatically. Create, Edit and Delete turn View on with them. See [Routing Schedule](https://docsy3.mile.app/pages/planning/schedule/routing-schedule/introduction.md).

### Monitoring

**Tracking**

1. **View tracking**: open **Monitoring › Tracking** and follow field users on the map: their ongoing and completed tasks, distance and travel time.
2. **Start Trip - End Trip**: the field app records the user's location while they work, and adds **Start Trip** and **End Trip** buttons. When on, choose:

   * **Location tracking**: *Power saving*, *Balanced* or *High accuracy*. Higher accuracy uses more battery. The **i** icon beside it lists how often each mode records the location.
   * **Start radius** and **End radius** (metres): how far from the hub a trip may start and end. Zero means anywhere.

   See [Access and Sign-in](https://docsy3.mile.app/pages/settings/permission/access-and-sign-in.md).

**Alert**

1. **View alert**: open **Monitoring › Alert** and see alerts.
2. **Resolve alert**: mark alerts as resolved.
3. **View panic alert**: see panic alerts raised from the field app.
4. **Trigger panic button**: show the panic button in the field app so the user can raise an emergency alert.

**Chat**

1. **View chat**: open **Monitoring › Chat** in the web app.
2. **View chat on mobile**: use chat in the field app.

**Geofence**

1. **View geofence**: open **Settings › Geofence**.
2. **Create geofence**: draw geofences.
3. **Edit geofence**: change a geofence's shape, name and group.
4. **Delete geofence**: delete geofences.

See [Geofence](https://docsy3.mile.app/pages/settings/geofence.md).

**Alert Setting**

1. **View alert setting**: open **Settings › Alert Setting**.
2. **Edit alert setting**: change which alerts are raised and their thresholds. See [Alert Setting](https://docsy3.mile.app/pages/settings/alert-setting.md).

### Activities

**Task**

1. **View task**: open **Activities › Task** and see tasks in the user's hubs. One setting appears when it's on:
   * **Configure**: hide chosen fields of a flow from this role. See [Restricted Fields](https://docsy3.mile.app/pages/settings/permission/restricted-fields.md).
2. **Only my task**: the user sees only the tasks assigned to them instead of every task in their hubs.
3. **Create task**: create tasks, one at a time or in bulk. The flow picker under it (*Every flow* by default) limits which flows this role can create tasks of. For example, a sales role can be limited to sales visits.
4. **Edit task**: change an existing task's details, such as its fields, dates and description.
5. **Do task**: complete tasks from the field app and the web app. Completing a task changes its status from **Ongoing** to **Done**.
6. **Assign task**: assign tasks to users, and change or remove the assignee.
7. **Move task**: move tasks to another hub. Users can only move tasks to hubs they have access to.
8. **Delete task**: delete tasks. Deleted tasks go to [Trash](https://docsy3.mile.app/pages/settings/trash.md).
9. **View gallery**: open **Activities › Gallery** and see the photos taken on tasks.
10. **Reorder my task**: field users can change the order of their ongoing tasks in the field app.
11. **Export task**: export tasks to Excel.

**Order**

1. **View order**, **Create order**, **Edit order**, **Delete order**: manage orders.

### Workflow

**Data Type**

1. **View data type**: open **Data Type**.
2. **Create data type**: create data types.
3. **Edit data type**: change a data type's fields.
4. **Delete data type**: delete data types.

**Data Source**

1. **View data source**: open **Data Source** and see records. **Configure** under it hides chosen fields of a data type from this role; see [Restricted Fields](https://docsy3.mile.app/pages/settings/permission/restricted-fields.md).
2. **Create data source**: add records, one at a time or by import.
3. **Edit data source**: change records.
4. **Delete data source**: delete records.
5. **Export data source**: export data source records.

**Flow**

1. **View flow**: open **Workflow › Flow** and see the flows.
2. **Create flow**: create flows.
3. **Edit flow**: change flows.
4. **Delete flow**: delete flows.

**Order Type**

1. **View order type**, **Create order type**, **Edit order type**, **Delete order type**: manage order types.

**Automation**

1. **View automation**: open **Automation** and see the automations and their log.
2. **Create automation**: create automations.
3. **Edit automation**: change automations and turn them on or off.
4. **Delete automation**: delete automations.

### Export & Import

**Export**

1. **View export**: open **Export** and see past exports.
2. **View export template**: see the saved column sets when exporting.
3. **Create export template**: save a column set so you don't pick the columns every time.
4. **Edit export template**: change saved column sets.
5. **Delete export template**: delete saved column sets.

**Import**

1. **View import**: open **Import** and see past imports.

See [Export & Import](https://docsy3.mile.app/pages/export-import/export.md).

### Users & Access

**User**

1. **View user**: open **Settings › User** and see the users in the organization.
2. **Invite user**: invite new users. View user and View role must be on too.
3. **Edit user**: change a user's name, phone number, role, team and hubs.
4. **Delete user**: delete users.
5. **Reset password**: reset another user's password.
6. **Reset Cloud-based Authenticator**: remove a user's authenticator so they set it up again on their next sign-in.
7. **Unlock user**: unlock a user who is locked after too many failed sign-in attempts.

See [User](https://docsy3.mile.app/pages/settings/user/introduction.md).

**Team**

1. **View team**: open **Settings › Team**.
2. **Create team**: add teams.
3. **Edit team**: change a team's name and users.
4. **Delete team**: delete teams.

See [Team](https://docsy3.mile.app/pages/settings/team.md).

**Permission**

1. **View permission**: open **Settings › Permission** and see every role's permissions.
2. **Edit permission**: turn permissions on or off and save them.
3. **View role**: see the roles on **Settings › Permission**.
4. **Create role**: add roles.
5. **Edit role**: rename roles.
6. **Delete role**: delete roles.

See [Managing Roles](https://docsy3.mile.app/pages/settings/permission/managing-roles.md).

### Workspace

**Organization**

1. **View organization**: open **Settings › Organization**.
2. **Edit organization**: change the organization's details, such as its name.
3. **Delete organization**: delete the organization. Only the owner can do this, whatever the switch says.

See [Organization](https://docsy3.mile.app/pages/settings/organization/introduction.md).

**Hub**

1. **View hub**: open **Settings › Hub** and see the hubs.
2. **Create hub**: add hubs.
3. **Edit hub**: change a hub's name, address and location.
4. **Delete hub**: delete hubs.

See [Hub](https://docsy3.mile.app/pages/settings/hub.md).

### Billing

**Plan**

1. **View plan**: open **Billing › Plan**.

**Subscription**

1. **View subscription**: open **Billing › Subscription**.
2. **Subscribe to a plan**: subscribe to a plan.

**Invoice**

1. **View invoices**: open **Billing › Invoices**.
2. **Edit billing setting**: change the billing settings.

### Extensions

**Add-ons**

1. **View add-ons**, **Create add-ons**, **Edit add-ons**, **Delete add-ons**: manage add-ons. See [Add-ons](https://docsy3.mile.app/pages/add-ons/introduction.md).

**Integration**

The **i** icon beside the heading says what these permissions are for: integration with Azure Single Sign-On.

1. **View integration**: open **Settings › Integration**.
2. **Create integration**: connect a new integration.
3. **Edit integration**: change an integration's settings.
4. **Delete integration**: remove an integration.

See [Integration](https://docsy3.mile.app/pages/settings/integration/introduction.md).

**Custom Module**

1. **View custom module**, **Create custom module**, **Edit custom module**, **Delete custom module**: manage custom modules. See [Custom Module](https://docsy3.mile.app/pages/settings/custom-module.md).

### Other

**Trash**

1. **View trash**: open **Settings › Trash** and restore deleted items. See [Trash](https://docsy3.mile.app/pages/settings/trash.md).

Any other permission your organization has that does not belong to a menu above also appears in this card, under its own heading. Depending on your plan, these can include:

* **Partnership**: **View partnership**, **Create partnership**, **Edit partnership** and **End Partnership** manage the organizations you work with as partners or vendors.
* **Vendor**: **Join as Vendor** accepts partnership invitations; **Edit Vendor** changes your vendor details.
* **Vehicle Monitoring**: **View All Vehicle** shows every vehicle in vehicle monitoring, not only the ones in the user's hubs. Its configuration permissions manage the devices and providers connected to your vehicles.

### Advanced

Account controls that have no menu of their own. Advanced and Custom are the last two cards. See [Access and Sign-in](https://docsy3.mile.app/pages/settings/permission/access-and-sign-in.md).

**Access Token**

1. **Manage personal access token**: create and revoke personal access tokens for the API. See [Access Token](https://docsy3.mile.app/pages/account/access-token.md).

**Multi-factor authentication**

Each switch requires the role to sign in with a second step. The **i** icon beside the heading says that Cloud-based Authenticator takes priority when both are on.

1. **Multi-factor authentication by Cloud-based Authenticator**: a code from an authenticator app.
2. **Multi-factor authentication by one-time passcode**: a one-time code. When it is on, **Send the code by** chooses **Email**, **WhatsApp** or **SMS**; WhatsApp and SMS are not separate switches.

**Device limit**

1. **Device limit**: a user of this role can be signed in on one device at a time. Signing in on a new device signs out the old one.

**Access**

1. **Mobile app access only**: users of this role can sign in to the field app only, not the web app.

Any other account control your organization has, such as a password policy, also appears in this card under its own heading.

### Custom

When your organization has [custom modules](https://docsy3.mile.app/pages/settings/custom-module.md), their permissions appear here, one section per module.


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