Module Permissions

Control which Compass modules users can access based on their roles.

Overview

Module permissions determine which parts of Compass are visible and usable for each role. When a module is restricted, users won't see it in their navigation or be able to access it directly.

Permission Profiles

For each module, you can select a predefined access profile that sets default rights for Reading, Writing, and Deleting records.

Profile	Read	Write	Delete
Full Access	All	All	All
Read Only	All	None	None
Own Records	Own	Own	Own
No Access	None	None	None
Custom	Manual	Manual	Manual

Configuring Module Permissions

Step 1: Open Role Settings

1. Navigate to Users & Roles.
2. Go to the Roles tab and select the role you want to manage.

Step 2: Set Access Levels

1. Click the Module Permissions tab.
2. For each module, use the dropdown to select a profile:
   • Full Access: User can see and manage all records in this module.
   • Read Only: User can see all records but cannot create or change anything.
   • Own Records: User can only see and manage items where they are explicitly assigned.
   • No Access: The module is hidden from the user.

Step 3: Granular Control (Optional)

If a module requires specific rights (e.g., "Can see all but only delete own"), you can expand the module to set individual rights:

1. Set the Read level (All, Own, None).
2. Set the Write level (All, Own, None).
3. Set the Delete level (All, Own, None).

Note: You cannot grant Write or Delete access that exceeds your Read access (e.g., if Read is set to "Own Records," you cannot set Write to "All").

Step 4: Module-Specific Capabilities

Some modules have additional capability toggles beyond basic Read/Write/Delete. For example:

• Tasks: Settings access, Task Catalogs access, Changes Require Approval
• Trips: Settings access, Add on Behalf of Other User, Track Actual Costs
• Budget Estimator: Budget Catalogs, Budget Blueprints
• Absence Management: Submit Request on Behalf of Other User, Settings, Manage Blocked Periods
• Billing: Invoices, Invoice Templates, Custom Fields
• Resource Scheduler: Show User, Scheduler Entries visibility, Add Holidays
• Properties: Settings access

Available Modules

Compass allows you to configure permissions for the following modules:

Module	Module
Budget Estimator	Projects
Project Notes	Call Notes
Properties	Tasks
Trips	Finance
Surveys	Stakeholders
Users & Roles	Absence Management
Reports	Workflows & Notifications
Documents	Timesheets
Contacts	Personal Dashboard
Entities	Assets
Brands	Events
Billing	Resource Scheduler
External Sync

A search bar at the top of the form allows you to filter the module list by name.

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Related:

• Roles & Permissions — Role setup overview
• Field Permissions — Restrict specific fields
• Access Rules — Define conditional data filters