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Role presets

Every Export119 user has one of three role types on each company they belong to.

Owner

Section titled “Owner”
  • Full access. Bypasses every permission gate at every layer.
  • Set automatically for the user who created the company.
  • At least one Owner must always exist; removing the sole Owner is blocked.
  • Multiple Owners are allowed.
  • Can promote/demote other users.

Admin

Section titled “Admin”
  • Full access except platform-admin actions (suspending companies, deleting tenants, impersonating other companies).
  • Bypasses section permissions (R/W/E/D) — sees and edits everything within the company.
  • Cannot manage subscription / plan settings (those are Owner-only).

Custom

Section titled “Custom”
  • Bounded by section permissions (R/W/E/D) per section.
  • Bounded by per-view, per-vault, per-location ACLs where those layers exist.
  • Cannot edit the role definition itself (admins do that).
  • The “common” team member — bookkeeper, yard manager, sales rep — usually fits here.

Typical custom-role recipes

Section titled “Typical custom-role recipes”

Bookkeeper

Section titled “Bookkeeper”
  • ledger:R/W/E, chart_of_accounts:R/W/E, financial_reports:R, vaults:R/E
  • cars:R (read-only — needs to see car cost for COGS verification)
  • No invoices:W (can read invoices but not issue them)

Sales rep

Section titled “Sales rep”
  • cars:R/E (read + inline edits)
  • Bound to one “Showroom” view with canEditOfferingPrice = true
  • quotations:R/W/E, proforma_invoices:R/W/E, invoices:R/W/E (runs the sales pipeline)
  • No vaults:* (can’t see cash flow)
  • No financial_reports:*

Yard manager

Section titled “Yard manager”
  • cars:R/E (read + change status/location)
  • shipping:R (read-only — sees which cars are on which shipment)
  • No invoices:*, quotations:*, proforma_invoices:*
  • No financial_reports:*

Forwarder ops

Section titled “Forwarder ops”
  • shipping_schedules:R/W/E/D
  • shipping_book:R/W/E
  • customs_permits:R (oversight)
  • No cars:* (forwarders don’t have a cars sidebar item)

Adding a custom role

Section titled “Adding a custom role”

Open Settings → Roles & Permissions. Click + New role. The matrix shows every section your company type exposes; check boxes for each RWED flag. Save. Apply to specific team members from Settings → Team.

Section titled “Related”

Change log

Updated onFeature / changeReason
2026-07-07Fixed example section names to match the real section keys (invoices/quotations/proforma_invoices/shipping/shipping_book — not invoicing/containers/currencies)Code audit found stale section names in the role-recipe examples