Module access permissions
Permissions control who can see and edit each section of Sageon Business.
Where to set them
Settings → Permissions. Admin only.
Two layers
- Module access table — for each section, set:
- Minimum role for view
- Minimum role for edit
- Custom roles — define up to 5 named custom roles (see Custom roles)
How it works
Each role has a numeric level:
| Role | Level |
|---|---|
| Owner | 50 |
| Admin | 40 |
| Manager | 30 |
| Member | 20 |
| Viewer | 10 |
| Custom_5..1 | 9..5 |
A user can View a section if their role level ≥ View minimum. Same for Edit.
Example
Set Portfolios → View = Member, Edit = Manager:
- Owners, Admins, Managers, Members all see Portfolios
- Only Owners, Admins and Managers can create/edit
- Viewers and custom-role users see nothing
Defaults
| Section | View | Edit |
|---|---|---|
| Business overview | Viewer | Admin |
| Portfolios / Programmes / Projects | Viewer-Member | Manager |
| Timesheets | Member | Member |
| Tribe (HR) | Member | Admin |
| Pulse (CRM) | Admin | Admin |
Hardcoded floors
Some sensitive actions can't be loosened via this UI:
- Billing — Owner only
- Salary view — Admin minimum
- Hard deletes — Admin minimum
- This Permissions page itself — Admin minimum
These are safety guardrails.
Tips
- Lock down before opening up. Start tight, loosen as you confirm specific needs.
- Owner is never locked out. No combination of settings can prevent Owner access.