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
fnolsread, 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
paymentslist, read, write
policieslist, moratoriums, read, write
publicbuild, public
qualificationsread, write
quick-quoteslist, read, write
quoteslist, moratoriums, read, schedule-add, schedule-delete, schedule-read, schedule-update, 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
transactionsread, schedule-add, schedule-delete, schedule-read, schedule-update, 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