Permissions catalog

Every permission, what it unlocks, and the screens it gates.

Every action a person takes in Pyron and every screen they can open is governed by a permission, and a role hands a bundle of those permissions to each person who holds it. This catalogue names each permission, groups them by the part of Pyron they cover, and tells you what each one lets a person do — so you can see exactly what a role grants before you assign it on the Roles screen.

A common starting point is an administrator role that holds every permission, alongside narrower roles that carry only what a job needs — a field role, say, that can browse the tree and log entries but little else. The exact roles, and what each allows, are yours to define.

Resources and actions

An action permission covers one action on a whole type of thing — the whole directory, every report, every page. Granting a role the permission to edit reports lets its holders edit any report, wherever it sits. To give one person access to a single part of the directory or one page instead, use sharing, covered in access and sharing and the Sharing screen.

Each permission below is written as resource:action, the same key the Roles screen filters on. The standard actions repeat across types: view opens a single item, list opens the collection, and create, edit and delete make, change and remove one.

The directory

PermissionWhat it unlocks
node:viewOpen part of the directory and see what it holds.
node:createAdd something new to the directory.
node:editChange an item's name and details.
node:deleteRemove an item from the directory.
node:manage_accessShare part of the directory with particular people and control who can reach it.
node_hierarchy_editor:editRearrange the directory — move things and change how they nest.
node_graph_view:viewOpen the directory's tree, sunburst and list views.

Entries

PermissionWhat it unlocks
entry:createLog a new entry anywhere you can reach.
entry:create_any_nodeLog an entry anywhere in the directory, past the per-place limits that otherwise apply.
entry:editChange an entry after it is logged.
entry:deleteRemove an entry.
entry:email_to_selfEmail a copy of an entry to your own address.
entry:email_to_anyEmail an entry to any address.

Pages and dashboards

PermissionWhat it unlocks
page:viewOpen a page and the widgets on it.
page:createBuild a new page.
page:editChange a page's layout and widgets.
page:deleteRemove a page.
page:manage_accessShare a page and control who can open it.
page:manage_personalCreate and manage personal pages that only you see.

Forms

PermissionWhat it unlocks
form_builder:viewOpen Forms to author the forms people fill in.
form_link:manageCreate and manage shareable form links for people outside your site.

Lifecycles

PermissionWhat it unlocks
lifecycle:view, lifecycle:listOpen a lifecycle and the list of lifecycles.
lifecycle:create, lifecycle:edit, lifecycle:deleteBuild, change and remove lifecycles.

Tables and exports

PermissionWhat it unlocks
table:save_viewSave a table's columns, sorting and filters as a reusable view.
table:export_table_viewExport the rows and columns shown in the current view.
table:export_all_dataExport the full underlying data, beyond what the view shows.

Reports

PermissionWhat it unlocks
report:view, report:listOpen a generated report and the list of reports.
report:create, report:edit, report:deleteGenerate, change and remove reports.
report_template:view, report_template:listOpen a report template and the list of templates.
report_template:create, report_template:edit, report_template:deleteBuild, change and remove the templates reports are generated from.

Automations

PermissionWhat it unlocks
flow_graph:view, flow_graph:listOpen an automation and the list of automations.
flow_graph:create, flow_graph:edit, flow_graph:deleteBuild, change and remove automations.
flow_graph:run_codeAllow an automation to run a custom code step.

The assistant and AI

PermissionWhat it unlocks
agent_chat:viewUse the AI assistant.
ai_config:view, ai_config:editSee and change the AI provider settings.

People and their access

PermissionWhat it unlocks
user:view, user:listSee a person's profile and the list of people.
user:invite, user:createInvite new people and add accounts.
user:editChange a person's details.
user:deleteRemove a person.
user:impersonateSign in as another person to see Pyron as they do.

Site administration

PermissionWhat it unlocks
staff:viewReach the Setup area.
policy:view, policy:editSee and change roles, members and sharing.
tenant:viewSee your site's settings.
tenant:edit_brandingChange your site's branding.
audit_event:view, audit_event:listRead the audit trail.
audit_event:create, audit_event:edit, audit_event:deleteManage entries in the audit trail.
mfa_settings:view, mfa_settings:editSee and change multi-factor sign-in settings.
sso_settings:manage_ssoSet up and manage single sign-on.

Integrations and service accounts

PermissionWhat it unlocks
connection:view, connection:listOpen a connection and the list of connections.
connection:create, connection:edit, connection:deleteSet up, change and remove outbound connections.
service_account:manageCreate and manage service accounts — the identities automations and integrations act through.
service_account:assumeAct through a service account.
portal:manageCreate and manage portals.

Screen access

Alongside the actions above, some permissions open whole screens rather than single actions. Access to a screen decides whether its link appears in your navigation — a person without it sees no way to reach that screen. Most of these screens sit inside the Setup area.

ScreenWhat it opens
Directory — /nodesThe directory and its tree, list and sunburst views.
The assistant — /agentsThe AI assistant.
Policy — /setup/policyRoles, members and sharing.
Users — /setup/user-configManaging the people in your site.
Security — /setup/securitySign-in enforcement and multi-factor methods.
Audit trail — /setup/audit-trailThe audit trail of what happened and who did it.
Branding — /setup/brandingYour site's branding.
Forms — /setup/formsForms, the forms people fill in — and Contracts (/setup/contracts), the typed payloads automation steps exchange.
Lifecycles — /setup/lifecyclesDesigning lifecycles.
Automations — /setup/automationsBuilding automations.
Reports — /setup/reportsGenerated reports.
Report templates — /setup/report-templatesThe report templates reports are generated from.
Portals — /setup/portalsPortals for people outside your site.
Integrations — /setup/integrationsOutbound connections and inbound keys.
AI — /setup/aiThe AI provider settings.
Service accounts — /setup/service-accountsThe identities that automations and integrations act through.

A role usually pairs screen access with the matching actions: opening the Automations screen is of little use without the automation permissions to build one, and reaching the Policy screen goes hand in hand with policy:edit. To review where a role ends up once you have chosen its permissions, use the summary on the Roles screen before you save.

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Pyron Documentation