Comprehensive Permissions Listing

The following is a complete list of security groups and permissions available in Socotra. Specific permissions for a given endpoint are provided with that endpoint’s listing in the applicable API reference (e.g. Create a Quote).

Security GroupPermissions
account-balanceswrite
accountingread
accountslist, read, write
auto-renewalsread, write
auxdatalist, read, write
constraintsread, upload
credit-distributionslist, read, write
creditslist, read
delinquencieslist, read, write
deploymentscloneProduction, cloneTest, 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
holdslist, read, write
identityadd, custom, delete, read
installment-latticeslist, read
installmentslist, read
invoiceslist, read, write
jobslist, read
logslist, read
metricsread
migrationlist, read, write
paymentslist, read, write
policieslist, read, write
publicpublic
quick-quoteslist, read, write
quoteslist, read, write
resource-groupslist, read, write
resourceslist, read
rolesadd, delete, list, read, update
searchread
secretsread, write
settingsread
shortfall-creditslist, read
tablesread, upload
templatesread, upload
tenantscreate-tenant, custom, list, read, retire, validate-config, write
termslist, read, write
transactionsread, write
usersadd, custom, delete, list, password-reset, read, update, update-roles, update-tenants, write
webhookslist, read, write
write-offslist, read, write

See Also