Dokumentation

Organization & Permissions

Kapitel des EVISYS-Benutzerhandbuchs für den Mietbetrieb.

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Organization & Permissions

Purpose {#purpose}

Tenant administration: master data, users, roles, import, audit, and data privacy.

Navigation: Sidebar Organization/app/organization

Permissions: organization.settings, organization.manage_members, organization.manage_roles, audit.read, organization.data_export

Master Data {#master-data}

/app/organization/stammdaten

Field Usage
Company name Display, PDFs
Address Legal notice on documents
Logo PDF header
Time zone Appointments and deadlines
VAT ID, tax number Invoices
Bank details Invoice footer

Permission: organization.settings

Manage Users {#manage-users}

/app/organization/access (formerly /app/organization/users)

Invite a User {#invite-a-user}

  1. Invite user — enter email address
  2. Assign role(s)
  3. Invitation email is sent

Permissions: users.invite, organization.manage_members

Remove a User {#remove-a-user}

End membership — the user loses access to the tenant.

Permission: users.remove

Assign Roles {#assign-roles}

Each user has one or more roles. Roles bundle permissions.

Roles and Permissions {#roles-and-permissions}

/app/organization/access → tab Roles or /app/organization/roles

Built-in Roles {#built-in-roles}

Slug Name Typical users
admin Administrator (Organization) Management, IT
dispatcher Dispatch / Sales Dispatch, sales
logistics Logistics Warehouse, drivers
workshop Workshop Repairs, inspections
crew_manager Crew Lead Crew planning
member Member Basic read access

The Administrator role can only be assigned by the tenant owner.

When creating a tenant on the platform, the first invited email automatically receives the Administrator role and the Owner badge (owner_user_id).

Custom roles can be created with any combination of permissions.

PDF and Labels {#pdf-and-labels}

/app/organization/pdf

Setting Description
PDF footer Text on all PDFs
Legal notices Terms reference, rental conditions
Label templates Layout for QR/barcode labels
Placeholders Variables for documents

Data Import {#data-import}

/app/organization/import

Import pipeline for master and inventory data:

Import type Content
Master data Customers, venues
Inventory Items, equipment, barcodes
Images Product and item images
  1. Upload CSV/file
  2. Map columns
  3. Preview and validate
  4. Start import — errors are logged

Permission: organization.settings

Partners (Inventory Coupling) {#partners-inventory-coupling}

/app/organization/partners — see Partners & Rental Requests.

Audit Log {#audit-log}

/app/organization/audit

Chronological list of all relevant changes:

  • Order status
  • Logistics corrections
  • Bookings
  • User actions

Filter by time period, user, and entity.

Permission: audit.read

Data Privacy & GDPR {#data-privacy-gdpr}

/app/organization/data-privacy

Function Description
Request GDPR export Full data export of the tenant
Export status Pending, ready, expired
Download ZIP with structured data

Permission: organization.data_export

Platform admins can also trigger exports via /platform — see GDPR & Export.

Permissions Reference {#permissions-reference}

All valid permissions in the system:

Organization {#organization}

Key Label in the app
organization.full_access Full tenant access
organization.settings Organization settings
organization.data_export Data export & GDPR
organization.manage_members Manage members
organization.manage_roles Manage roles & permissions
users.invite Invite users
users.remove Remove users
audit.read Audit log

Orders {#orders}

Key Label in the app
orders.read View orders
orders.create Create orders
orders.update Edit orders
orders.delete Delete orders (reserved)
orders.workflow Orders: status (pipeline)
orders.finance Orders: finance
orders.documents Orders: documents
orders.crew_assign Orders: assign crew
orders.pricing Orders: calculation/pricing
orders.logistics_write Orders: logistics (assignments)

Logistics {#logistics}

Key Label in the app
logistics.view View logistics
logistics.pack Pack / pick
logistics.shop Material shop

Inventory & Workshop {#inventory-workshop}

Key Label in the app
inventory.read View inventory
inventory.manage Manage inventory
equipment.manage Manage equipment (without item master)
workshop.report Report to workshop
workshop.manage Workshop & inspections
inspection.settings Manage inspection types & steps
inspection.run Run inspections
inspection.release Release inspections

Customers, Crew, Calendar {#customers-crew-calendar}

Key Label in the app
crm.read View customers
crm.manage Manage customers
crew.read View crew
crew.manage Manage crew
crew.plan Plan crew (assign & requests)
crew.assignments.read View & confirm own assignments
calendar.read View calendar
calendar.manage Manage calendar

Search & Documents {#search-documents}

Key Label in the app
search.use Use search
reports.read View statistics & reports
documents.catalog_pdf Catalog PDF
documents.reports_pdf Statistics report as PDF

Default Roles: Included Permissions {#default-roles-included-permissions}

Member (member): Read orders, workflow, calendar, search, read customers, read crew, own assignments, read inventory, view logistics, report to workshop.

Logistics (logistics): Member + pack, shop, order documents, write logistics. Can create workshop reports (not edit tickets).

Workshop (workshop): Member + edit workshop tickets, run/release inspections, notifications for open tickets and inspections.

Crew Lead (crew_manager): Member + manage/plan crew, assign crew, write logistics.

Dispatch (dispatcher): Almost all permissions except organization administration and workshop management/inspections (creating reports remains possible).

Administrator (admin): Organization settings, members, roles, audit, workshop, inspections, reports — no automatic full_access.

Note: organization.full_access grants all permissions and is only assigned in special cases.


Last updated: July 2026