> ## Documentation Index
> Fetch the complete documentation index at: https://docsv4.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Permission Reference

> Every permission on Settings › Permission and what it allows.

This page lists every permission group on **Settings › Permission**, in the order they appear, and what each switch allows. To change a role's permissions, see [Permission](/pages/settings/permission/introduction).

<Note>
  Required permission:

  * View permission
  * Edit permission (to make changes)
</Note>

<Tip>
  Use **Search permissions** at the top of the page to jump straight to a switch by name.
</Tip>

## Dashboard

1. **View dashboard**: open **Analytics › Dashboard** and see the dashboards shared with the role.
2. **Add dashboard**: create a new dashboard, blank or from a template.
3. **Edit dashboard**: add, move, resize and remove widgets, and change a dashboard's filters and sharing.
4. **Delete dashboard**: delete a dashboard.

## Task

1. **View task**: open **Activities › Task** and see tasks in the user's hubs. Two settings appear when it's on:
   * **Restricted fields › Configure**: hide chosen fields of a task type from this role. See [Restricted Fields](/pages/settings/permission/restricted-fields).
   * **Show only my task**: the user sees only the tasks assigned to them instead of every task in their hubs.
2. **Create task**: create tasks, one at a time or in bulk. The task type picker under it (*Every task type* by default) limits which task types this role can create tasks of. For example, a sales role can be limited to sales visits.
3. **Edit task**: change an existing task's details, such as its fields, dates and description.
4. **Do task**: complete tasks from the field app and the web app. Completing a task changes its status from **Ongoing** to **Done**.
5. **Assign task**: assign tasks to users, and change or remove the assignee.
6. **Move task**: move tasks to another hub. Users can only move tasks to hubs they have access to.
7. **Delete task**: delete tasks. Deleted tasks go to [Trash](/pages/settings/trash).

## Task Schedule

1. **View schedule**: open **Schedule** and see the list of task schedules with their task type, period and last status.
2. **Create schedule**: create a schedule that creates tasks automatically, with the task data and the times it runs.
3. **Edit schedule**: change a schedule's task data and timing, or pause it.
4. **Delete schedule**: delete a schedule. Tasks it already created stay.

## Vehicle

Vehicles are used by route optimization.

1. **View vehicle**: see the list of vehicles.
2. **Create vehicle**: add vehicles with their name, working time, capacity, tags and other details.
3. **Edit vehicle**: change a vehicle's details.
4. **Delete vehicle**: delete vehicles.

## Configuration

Routing configurations hold the settings route optimization runs with.

1. **View configuration**: see routing configurations: default visit time, speed, multi-trip, return to hub, clustering and the other options.
2. **Create configuration**: create a routing configuration.
3. **Edit configuration**: change a configuration's options.
4. **Edit constraint**: add, change and remove the capacity constraints of a configuration.
5. **Delete configuration**: delete a configuration.

## Routing Schedule

1. **View Schedule**, **Create Schedule**, **Edit Schedule**, **Delete Schedule**: manage schedules that run route optimization automatically. Create, Edit and Delete Schedule turn View Schedule on with them. See [Routing Schedule](/pages/planning/schedule/routing-schedule/introduction).

## Partnership

1. **View partnership**: see the organizations you work with as partners or vendors.
2. **Create partnership**: invite another organization to a partnership.
3. **Edit partnership**: change a partnership's settings.
4. **End Partnership**: end a partnership.

## Reorder my task

1. **Reorder my task**: field users can change the order of their ongoing tasks in the field app. On the Permission page this switch sits in a group of its own.

## Tracking (Advanced)

1. **Location Tracking**: the field app records the user's location while they work, and adds **Start Trip** and **End Trip** buttons. When on, choose:

   * **Location tracking**: *Power saving*, *Balanced* or *High accuracy*. Higher accuracy uses more battery.
   * **Start radius** and **End radius** (metres): how far from the hub a trip may start and end. Zero means anywhere.

   See [Access and Sign-in](/pages/settings/permission/access-and-sign-in).

## Multi-factor authentication

Each switch requires the role to sign in with a second step of that kind. See [Access and Sign-in](/pages/settings/permission/access-and-sign-in).

1. **Multi-factor authentication by Cloud-based Authenticator**: a code from an authenticator app.
2. **Multi-factor authentication by email OTP**: a one-time code sent by email.
3. **Multi-factor authentication by WhatsApp OTP**: a one-time code sent by WhatsApp.
4. **Multi-factor authentication by SMS OTP**: a one-time code sent by SMS.

## Permission (Setting)

1. **View permission**: open **Settings › Permission** and see every role's permissions.
2. **Edit permission**: turn permissions on or off and save them.

## Hub

1. **View hub**: open **Settings › Hub** and see the hubs.
2. **Create hub**: add hubs.
3. **Edit hub**: change a hub's name, address and location.
4. **Delete hub**: delete hubs.

See [Hub](/pages/settings/hub).

## Role

1. **View role**: see the roles on **Settings › Permission**.
2. **Create role**: add roles.
3. **Edit role**: rename roles.
4. **Delete role**: delete roles.

See [Managing Roles](/pages/settings/permission/managing-roles).

## Automation

1. **View automation**: open **Automation** and see the automations and their log.
2. **Create automation**: create automations.
3. **Edit automation**: change automations and turn them on or off.
4. **Delete automation**: delete automations.

## Data Type

1. **View data type**: open **Data › Data Type**.
2. **Create data type**: create data types.
3. **Edit data type**: change a data type's fields.
4. **Delete data type**: delete data types.

## Team

1. **View team**: open **Settings › Team**.
2. **Create team**: add teams.
3. **Edit team**: change a team's name and members.
4. **Delete team**: delete teams.

See [Team](/pages/settings/team).

## Integration

1. **View integration**: open **Settings › Integration**.
2. **Create integration**: connect a new integration.
3. **Edit integration**: change an integration's settings.
4. **Delete integration**: remove an integration.

See [Integration](/pages/settings/integration/introduction).

## Configuration Vehicle Monitoring

1. **View**, **Add**, **Edit**, **Delete**: manage the vehicle monitoring configuration, such as the devices and providers connected to your vehicles.

## Import & Export

1. **View Data Import**: open **Import** and see past imports.
2. **View Data Export**: open **Export** and see past exports.
3. **Export Data Source**: export data source records.
4. **Export task**: export tasks to Excel.

See [Export & Import](/pages/export-import/export).

## Order Type

1. **View Order Type**, **Add Order Type**, **Edit Order Type**, **Delete Order Type**: manage order types.

## AI Insight

1. **View AI Insight**: open **Analytics › Insight** and ask questions about your data.
2. **Edit AI Insight**: change Insight conversations.
3. **Delete AI Insight**: delete Insight conversations.

## Report

1. **View report**, **Add report**, **Edit report**, **Delete report**: manage reports.

## Tracking (Field)

1. **View tracking**: open **Monitoring › Tracking** and follow field users on the map: their ongoing and completed tasks, distance and travel time.
2. **View panic alert**: see panic alerts raised from the field app.
3. **Trigger panic button**: show the panic button in the field app so the user can raise an emergency alert.
4. **View alert**: open **Monitoring › Alert** and see alerts.
5. **Resolve alert**: mark alerts as resolved.

## Gallery

1. **View gallery**: open **Activities › Gallery** and see the photos taken on tasks.

## Geofence

1. **View geofence**: open **Settings › Geofence**.
2. **Create geofence**: draw geofences.
3. **Edit geofence**: change a geofence's shape, name and group.
4. **Delete geofence**: delete geofences.

See [Geofence](/pages/settings/geofence).

## Result

Routing results are the routes route optimization produces.

1. **View result**: see routing results and their routes per vehicle.
2. **Edit result**: rename a result, change the vehicle of a route, and move visits between vehicles.
3. **Delete result**: delete routing results.
4. **Dispatch result**: dispatch a result, which assigns its visits as tasks to the vehicles' assignees. Dispatched tasks then appear in **Activities › Task**.
5. **Route optimization**: start route optimization with **Optimize**.

## Geotagging

1. **View geotagging**, **Create geotagging**, **Edit geotagging**, **Delete geotagging**: manage geotagged locations.

## Vendor

1. **Join as Vendor**: accept partnership invitations and work as another organization's vendor.
2. **Edit Vendor**: change your vendor details.

## Personal Access Token

1. **Manage personal access token**: create and revoke personal access tokens for the API. See [Access Token](/pages/account/access-token).

## Single Login

1. **Single Login**: a user of this role can be signed in on one device at a time. Signing in on a new device signs out the old one. See [Access and Sign-in](/pages/settings/permission/access-and-sign-in).

## Access

1. **Mobile App Access Only**: users of this role can sign in to the field app only, not the web app. See [Access and Sign-in](/pages/settings/permission/access-and-sign-in).

## User

1. **View user**: open **Settings › User** and see the users in the organization.
2. **Invite user**: invite new users. View user and View role must be on too.
3. **Edit user**: change a user's name, phone number, role, team and hubs.
4. **Delete user**: delete users.
5. **Reset password**: reset another user's password.
6. **Reset Cloud-based Authenticator**: remove a user's authenticator so they set it up again on their next sign-in.
7. **Unlock user**: unlock a user who is locked after too many failed sign-in attempts.

See [User](/pages/settings/user/introduction).

## Flow

1. **View flow**: open **Task Type** and see the task types.
2. **Create flow**: create task types.
3. **Edit flow**: change task types.
4. **Delete flow**: delete task types.

## Organization

1. **View organization**: open **Settings › Organization**.
2. **Edit organization**: change the organization's details, such as its name.
3. **Delete organization**: delete the organization. Only the owner can do this, whatever the switch says.
4. **Create organization**: create another organization.

See [Organization](/pages/settings/organization/introduction).

## Data

1. **View data source**: open **Data › Data Source** and see records. **Restricted fields** under it hides chosen fields of a data type from this role; see [Restricted Fields](/pages/settings/permission/restricted-fields).
2. **Create data**: add records, one at a time or by import.
3. **Edit data source**: change records.
4. **Delete data source**: delete records.

## Trash

1. **View trash**: open **Settings › Trash** and restore deleted items. See [Trash](/pages/settings/trash).

## Custom Module

1. **View custom module**, **Create custom module**, **Edit custom module**, **Delete custom module**: manage custom modules. See [Custom Module](/pages/settings/custom-module).

## Add-on

1. **View Add-on**, **Create Add-on**, **Edit Add-on**, **Delete Add-on**: manage add-ons. See [Add-ons](/pages/add-ons/introduction).

## Vehicle Monitoring

1. **View All Vehicle**: see every vehicle in vehicle monitoring, not only the ones in the user's hubs.

## Alert

1. **View alert setting**: open **Settings › Alert Setting**.
2. **Edit alert setting**: change which alerts are raised and their thresholds. See [Alert Setting](/pages/settings/alert-setting).

## Custom Export

1. **View custom export template**: see the saved column sets when exporting.
2. **Create custom export template**: save a column set so you don't pick the columns every time.
3. **Edit custom export template**: change saved column sets.
4. **Delete custom export template**: delete saved column sets.

## Order

1. **View Order**, **Add Order**, **Edit Order**, **Delete Order**: manage orders.

## Chat

1. **View Chat on Web**: open **Monitoring › Chat** in the web app.
2. **View Chat on Mobile**: use chat in the field app.


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