Permissions Reference
Complete list of all permissions in Harvenci and which roles have access to each.
Roles Summary
Permission Matrix
| Permission | Owner | Admin | Consultant | Member | View Only |
|---|---|---|---|---|---|
| Data Operations | |||||
| view_data | |||||
| create_data | |||||
| edit_data | |||||
| delete_data | |||||
| Billing | |||||
| view_billing | |||||
| manage_billing | |||||
| Team Management | |||||
| invite_members | * | ||||
| remove_members | |||||
| change_roles | |||||
| Organization | |||||
| manage_settings | |||||
| delete_org | |||||
* Consultants can only invite other consultants
Permission Descriptions
view_data
Read access to stores, agents, products, orders, conversations, and analytics.
create_data
Create new stores, agents, products, collections, categories, and knowledge base articles.
edit_data
Edit existing stores, agents, products, and other resources. Update order statuses.
delete_data
Delete stores, agents, products, and other resources. Archive items.
view_billing
View credit balance, usage history, and transaction history. See payment methods (redacted).
manage_billing
Purchase credits, add/remove payment methods, configure auto-topup.
invite_members
Send invitations to add new team members. Consultants can only invite consultants.
remove_members
Remove team members from the organization. Cancel pending invitations.
change_roles
Change the role of team members. Cannot change owner role.
manage_settings
Manage organization settings, integrations, and configurations.
delete_org
Permanently delete the organization and all its data. Owner only.