---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'Permissions'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Permissions
summary: >-
  Use this page to create, edit, activate and assign permissions to roles that
  control who can do what in EquiApp.
helpKey: Permissions
generated: true
modals:
  activate-roles:
    title: Activate role(s)
    summary: >-
      Choose one or more inactive roles and press **Activate** to make them
      active again.
  save-role:
    title: Role
    summary: Create a new role or edit an existing role by entering a name and saving.
---

# Permissions

Here you manage the roles of your stable and decide which actions each role may perform. Use this page when you need to add a new role, change a role’s rights, or reactivate a hidden role.

## What's on this page
- **Permissions**: a table where each row is a part of the app (e.g., horses, invoices) and each column is a role; tick the boxes to give or remove rights.
- **Add role** button: opens a dialog to create a new role or edit an existing one.
- **Inactive roles** button: appears only when there are hidden roles; opens a dialog to reactivate them.
- **There are pending changes** banner: appears after you modify any permission; use **Save** to apply the changes or **Cancel** to discard them.

## Common tasks
### Create a new role and set its permissions
1. Tap the **Add role** button. The **New role** dialog opens.
2. Enter the role’s **Name** and press **Save**.
3. The new role appears as a column in the **Permissions** table; tick the checkboxes for the rights you want.
4. When you have made changes, the **There are pending changes** banner appears – press **Save** there to apply the changes.

### Change the permissions of an existing role
1. Locate the role’s column in the **Permissions** table. (If the column is off‑screen, use the left/right arrow buttons to scroll.)
2. Tick or untick the checkboxes for the actions you want to allow or block.
3. The **There are pending changes** banner appears; press **Save** to confirm or **Cancel** to revert.

### Activate a hidden role
1. Press the **Inactive roles** button (only visible when there are hidden roles).
2. In the **Activate role(s)** dialog, tick the boxes next to the roles you want to reactivate.
3. Click **Activate**. The selected roles now appear as columns on the **Permissions** page.

## Good to know
- On small screens only a few role columns are shown; use the left/right arrows to navigate through additional roles.
- The **Remove** option in a role’s menu is disabled for built‑in roles; you can only delete custom roles.
- If you try to create a role with a name that already exists but is inactive, the dialog will offer to **Activate** that role instead.
- Permission changes are only stored after you click the **Save** button in the pending changes banner.

<!-- help-docs: modal activate-roles -->

## Activate role(s) {#activate-roles}

The Activate role(s) dialog lets you reactivate roles that have been hidden.

### Select roles
- Tick the checkboxes next to the roles you want to reactivate; you must select at least one role or an error will appear.

### After saving
- The selected roles become active and reappear in the role list as usable; no further notification is sent.

<!-- help-docs: modal save-role -->

## Role {#save-role}

This form lets you create a new role or change an existing role's name.

### Name
- Enter the role's name. It must be unique; if you type a name of an inactive role a warning appears.

### Activate inactive role
- If the name matches an inactive role, a note appears with the role name and an **Activate** button. Click the **Activate** button and then **Save** (or press Save again) to reactivate it.

### After saving
- The role is added to or updated in the role list on the Permissions screen, where you can assign permissions. No other users are notified automatically.