Roles & permissions summary (services)
Last updated
Last updated
This page details roles and permissions which are applicable if you have not upgraded to Patchworks Core, and therefore run services instead of process flows to sync data.
Generally, roles and permissions are the same and will apply. However, there are some differences, as summarised below.
User accounts can be associated with one of five possible roles:
Administrator
Manager
User
Read-only
Advanced editor*
* In certain areas of service setup (for example, service source/destination settings and mappings), a JSON editor is available.
Typically, these editors are only required by Patchworks administrators however - upon request - users may be assigned a new advanced editor role which provides access to JSON editors throughout the dashboard.
This role is a supplementary role - it should always be added alongside an Administrator, Manager, User or Read Only role.
Connector permissions refer to features that are available from the service connectors page.
Browse connectors
View connector settings
Update connector settings
Delete connectors
Service permissions refer to features that are available from the services page.
View services list
Search services list
View service settings
Update service settings
Create new service
Enable & disable a service
Run service manually
Sync report permissions refer to features that are available from the sync reports page.
View sync reports list
View sync report details
Performing an auto resync
Performing a resync