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}
- Invite user — enter email address
- Assign role(s)
- 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 |
- Upload CSV/file
- Map columns
- Preview and validate
- 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