Licences & roles
What decides whether a request is allowed — licences, roles, permissions and app-level access.
A request is allowed when all of these say yes. The API reference lists which ones each route checks.
- Signed in: see Authentication.
- Licence: the organisation (and, for per-person apps, the person) has a licence for the app.
- Role or permission: for admin actions and some RMM actions.
- The record itself: you can see or change that ticket, list, form,
file, company… (membership, sharing, ownership). Records in another
organisation always look like
404 Not found.
#Licences
Licences are assigned in Admin Centre → Licences. Calling an app you have
no licence for returns 403 with a message saying so.
| App | Licence |
|---|---|
| RMM (and Warden as its add-on) | RMM; Warden |
| PSA, Projects, WiKi, Forms, To Do | one each |
| Drive (also Docs, Sheets, Slides for editing Office files) | Drive; Docs / Sheets / Slides |
| Sites, Mail, HR, Flows, Paper, Atlas, SimpleBooks | one each, per person |
#Built-in roles
Roles are given to people in Admin Centre → Roles. Built-in roles can't be changed; organisations can also make their own from the permissions below.
| Role | What it allows |
|---|---|
Global Administrator (GLOBAL_ADMIN) |
Everything in the Admin Centre, every app's admin settings |
RMM Admin (RMM_APP_ADMIN) |
All RMM permissions |
RMM Technician (RMM_TECHNICIAN) |
Devices, scripts (run), remote terminal and screen, alerts, apps, backups, databases, logs |
RMM Device Manager (RMM_DEVICE_MANAGER) |
Device management (MDM), apps, read-only devices, backups, databases and logs |
RMM Script Author (RMM_SCRIPT_AUTHOR) |
Write and run scripts |
RMM Read-only (RMM_READONLY) |
See devices and checks |
Auditor (AUDITOR) |
The audit log, read-only devices and checks |
| PSA Admin, Forms Admin, Wiki Admin, Sites Admin, Storage & Drive Admin, HR Admin, Flows Admin, Atlas Admin | That app's admin settings |
Warden Admin (SECURE_ADMIN) |
Warden settings, Active Directory and Group Policy |
#Permissions
These are the permission names the reference uses ("Permission (any of)").
| Permission | Allows |
|---|---|
audit.view |
View the audit log |
partner.admin |
Manage customers in the Partner portal |
psa.admin.manage, forms.admin.manage, kb.admin.manage, sites.admin.manage, drive.admin.manage, hr.admin.manage, flows.admin.manage, atlas.admin.manage, secure.admin.manage |
Administer that app (secure = Warden) |
warden.directory.manage |
Manage Active Directory and Group Policy from Warden |
rmm.devices.view / .manage |
See / change devices |
rmm.scripts.run / rmm.scripts.manage |
Run / write scripts |
rmm.remote.terminal, rmm.remote.vnc |
Remote terminal / screen |
rmm.checks.view / .manage, rmm.alerts.resolve, rmm.integrations.manage |
Checks, alerts, alert channels |
rmm.enrollment.manage |
Enrolment keys and sites |
rmm.apps.view / .manage / .deploy |
Application catalogue and installs |
rmm.backups.view / .manage / .restore / .download |
Device backups (restore and download are audited) |
rmm.databases.view / .manage / .download |
Database overview and backups |
rmm.device_management.view / .manage |
Device management (MDM) profiles and baselines |
rmm.logs.view / .manage |
Logs and log collectors |
rmm.dashboards.manage, rmm.hypervisor.manage, rmm.network_probe.manage |
Shared dashboards, hypervisor links, network discovery |
#Acting for a customer (partners)
An MSP can manage a customer organisation's Admin Centre when the customer has approved them with the admin.full permission (customer's Admin Centre → Partners). This only works from a signed-in browser through Partner portal → Open admin centre, never with an API key. Every change is recorded in both organisations' audit logs. Partnership, support-access and deletion settings can only be changed by the customer's own admins.
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