Permissions Reference

This page lists every permission available in ZynoSuite, organized by application. For an explanation of how permissions, roles, and users interact, see the Permissions admin guide.

Core

Permissions related to the user's own account.

Permission	Description
Change Password	Allows the user to change their own password from their account settings.
Manage Fingerprints	Allows the user to enroll and remove fingerprints for Workstation biometric authentication.

CRM

Permissions governing contact management and related features within contact records.

Permission	Description
Create Contacts	Create new contact records in the CRM.
Edit Contacts	Edit existing contact records (name, email, phone, address, tags, and other fields).
View Notes	View notes on a contact record.
Create Notes	Add new notes to a contact record.
Edit Notes	Edit or delete existing notes on a contact record.
View Files	View files attached to a contact record.
Upload Files	Upload new files to a contact record.
Edit Files	Edit or delete files on a contact record.
View Form Submissions	View form submissions associated with a contact.
View Memberships	View membership details on a contact record, including program enrollment and credit balances.
Edit Memberships	Modify membership details, such as changing program enrollment, adjusting credits, or updating renewal dates.
View Payment Methods	View saved payment methods (cards on file) for a contact.
Add Payment Methods	Add new payment methods to a contact record.
Edit Payment Methods	Edit or remove saved payment methods on a contact record.

Sales

Permissions for the Salespoint register, product management, transactions, and related sales features.

Permission	Description
Salespoint (Workstation)	Access the Salespoint register on the Workstation application. This is the standard POS permission for in-store terminals.
Salespoint (Any Device)	Access the Salespoint register from any platform (web or mobile), without requiring a Workstation installation. Use this for staff who need to process sales from a browser or mobile device.
Predefined Discounts	Apply predefined discounts at the register. The user can only select from discounts that have been configured by an administrator in Predefined Discounts.
Custom Discounts	Apply custom (ad-hoc) discounts at the register with any percentage or dollar amount. This is a more permissive alternative to Predefined Discounts.
Open Cash Drawer	Open the cash drawer manually without processing a transaction. Useful for making change or performing cash drops.
View Gift Cards	View gift card records, balances, and transaction history.
View Products	View the product catalog, including product details, pricing, and categories.
Edit Products	Create, edit, and delete products in the product catalog.
View Reports	Access sales reports, including revenue summaries, transaction breakdowns, and chart visualizations.
View Transactions	View the transaction list and individual transaction details.
Edit Transactions	Edit transactions, process refunds, and make adjustments to completed sales.
View Fulfillment	View fulfillment queues, shipment statuses, and packing slips.
Edit Fulfillment	Process fulfillment actions: create shipments, print labels, mark orders as shipped or picked up, and manage order batches.
E-Commerce	Access e-commerce administration, including storefront settings and online product management.

Talk

Talk permissions are not configured on the global Permissions page. Instead, access to phone numbers and extensions is managed per-number in the Talk Admin section. Each number and extension has its own list of authorized users.

When a user is granted access to a Talk number, they can make and receive calls, view call history, listen to voicemail, and send/receive SMS on that number. The scope of Talk access is determined entirely by which numbers have been assigned to the user.

Inventory

Permissions for the Inventory module.

Permission	Description
Edit Items	Edit inventory item details, including name, description, category, barcode, and other metadata.
Edit Quantities	Adjust inventory stock quantities. This is separated from Edit Items so that users can be allowed to update item details without being able to change stock counts, or vice versa.

Forms

Permissions for the Forms module.

Permission	Description
Create Forms	Create new form templates using the form builder.
Edit Forms	Edit existing form templates, including adding, removing, or reordering fields.

INFO

Viewing form submissions is controlled by the CRM View Form Submissions permission, since submissions are accessed through contact records rather than the Forms module directly.

Display

Permissions for the Display (digital signage) module.

Permission	Description
Register Devices	Register new display devices with the tenant. This is the first step in setting up a new screen.
Configure Devices	Configure display device settings such as resolution, orientation, and refresh intervals.
Manage Devices	Manage content assignment and scheduling for registered display devices.

MSP

Permissions for multi-tenant administration. These are only relevant to managed service provider (MSP) accounts that administer multiple ZynoSuite tenants.

Permission	Description
Login	Access the MSP administration portal to view and manage tenants.
Impersonate	Act on behalf of a managed tenant. This allows the MSP user to sign into a tenant's ZynoSuite instance as if they were a local administrator.