Roles & Permissions

Module: Settings | Platform: Web

Roles & Permissions controls what each user role can see and do across the Appello platform. Every user is assigned a role, and the role's permission matrix determines their access to modules, features, and settings.

Navigation

Sidebar → Settings → Roles & Permissions

Role List

The main view shows all defined roles in a table.

Column	Description
Role Name	The name of the role (e.g. Admin, Field Worker).
Date Created	When the role was first created.
Date Updated	When the role was last modified.
User Count	Number of users currently assigned to this role.

Actions

• Create Role — define a new role with custom permissions.
• Export — download the roles list.
• Search — filter roles by name.
• Filter — toggle between All, Active, and Archived.

Permission Matrix

Click a role name to open its permission editor.

Role Information

Field	Description
Name	The display name for this role.

Permission Tabs

Tab	Description
Basic Permissions	Module-level access toggles — enable or disable entire feature areas for the role.
Field-Level Permissions	Granular control over which data fields users in this role can view or edit (e.g. financial fields, contact info).

Permission Categories

The left sidebar organizes permissions into functional groups:

Category	Controls access to
Active Permissions	Quick view of all currently enabled permissions.
Communications	Announcements, messaging, and notification features.
CRM	Companies, contacts, estimates, and sales pipeline.
Dashboard Metrics	Dashboard widgets and company metrics.
Default Application	Base application access and navigation.
Equipment	Equipment management, assignments, and inspections.
File Management	File uploads, folders, and document access.
Finance & Admin	Invoicing, accounts payable/receivable, cost tracking.
Forms	Form builder, form inbox, form submissions.
Mobile Application	Mobile app features and field worker capabilities.
Operations	Projects, jobs, notes, and operational workflows.
Reports	Reporting and analytics access.
Sales	Estimates, change orders, and sales workflows.
Scheduling	Schedule views, worker assignment, and calendar access.

Settings Access

Within the Active Permissions view, each Settings module can be toggled independently:

• Accounting
• Business Settings
• Document Template
• Download Template
• Human Resources
• Instance Settings
• And more...

Each permission shows a toggle (enabled/disabled) and some have a + button to expand sub-permissions for finer control.

Duplicate

Use the Duplicate button to create a copy of an existing role as a starting point for a new one.

Default Roles

Appello ships with three built-in roles:

Role	Intended for
Admin	Full access to all modules, settings, and financial data.
Field Supervisor	Field team leads — scheduling, timesheets, and operations.
Field Worker	On-site workers — mobile app, timesheets, forms, notes.

note

The permission matrix is extensive and covers dozens of individual toggles per category. During initial setup, it is recommended to duplicate an existing role and adjust permissions rather than building from scratch.