Comprehensive Permissions Listing

The following is a complete list of permissions available in Socotra. Our API documentation specifies the permissions required to access each API endpoint.

For example, the Create a Quote endpoint requires the quotes.write permission.

Refer to our documentation on Role-Based Access Control for more details.

ResourceAction
account-balanceswrite
accountingread
accountslist, read, write
auto-renewalsread, write
auxdatalist, read, write
chargeslist, read, write
constraintsread, upload
contactsread, write
credit-distributionslist, read, write
creditslist, read
delinquencieslist, read, write
delta-filesread
deploymentscloneProduction, cloneTest, datamodel, deploy, read
developerbuild, download
diarylist, read, write
disbursementslist, read, write
diverted-eventsdelete, list, read, resend
documentsdelete-external, read, render-external, replace-external, trigger, update, upload, upload-external
eventslist, read
external-cash-transactionsread
financial-instrumentslist, read, write
fnolslist, read, write
fontsread, update, upload
holdslist, read, write
identityadd, custom, delete, read
installment-latticeslist, read
installmentslist, read
invoiceslist, read, write
jobslist, read, write
logslist, read
mediadatalist, read, write
metricsread
migrationlist, read, write
moratoriumsdeploy, fetch
payment-providerslist, read, write
paymentslist, read, write
policieslist, moratoriums, read, write
publicbuild, public
qualificationsread, write
quick-quoteslist, read, write
quotesaccept, create, discard, elements-add, elements-delete, issue, list, moratoriums, precommit, price, read, refuse, reset, schedule-add, schedule-delete, schedule-read, schedule-update, static-data-add, static-data-update, underwrite, update, validate, write
ratingregistrieslist, read
resource-groupslist, read, write
resourceslist, read
rolesadd, delete, list, read, update
searchread
secretsread, write
settingsread
shortfall-creditslist, read
tablesread, upload
taskslist, read, write
templatesread, upload
tenantscreate-tenant, custom, list, read, retire, validate-config, write
termslist, read, write
transactionsaccept, change-instruction-add, change-instruction-delete, change-instruction-update, discard, elements-add, elements-delete, elements-update, initialize, issue, precommit, price, read, refuse, reset, schedule-add, schedule-delete, schedule-read, schedule-update, underwrite, validate, write
underwriting-flagsread
user-associationsread, write
usersadd, custom, delete, enable, list, password-reset, read, token, update, update-roles, update-tenants, write
webhookslist, read, write
write-offslist, read, write

Next Steps

See Also