In Uniify, access to different features is controlled by roles. Each role has a specific set of permissions that define what they can and cannot do. This ensures that sensitive actions (like changing settings or deleting data) are only available to the right people.
Roles Overview
Owner: Can manage almost everything, including settings, users, and permissions. “Owner” is simply a title to indicate who is responsible for the team, if the client wishes to use it.
Admin: Same level of access as the "Owner".
Member: Standard user who can create and manage cases, and participate in most workflows.
Assistant: A lightweight role that can contribute by creating cases, but without editing or deleting capabilities.
Developer: Focused on technical setup. Can access the dashboard, and developer tools.
Account Manager: Has the highest level of access. Can do everything Owners can do plus manage Flows, Modules, Themes, and Permissions.
View Cases: Read-only access to cases and documentation, useful for providing support without making changes.
Permission Categories
Permissions are grouped into categories for easier understanding:
API Tokens - Create and manage tokens for system integrations.
Cases - Create, edit, delete, and view case data and documents.
Flows & Modules - Create and edit flows and modules, while others can only view or use them.
Consent & Settings - Manage system notifications and settings.
Themes - Control system look & feel (HTML, CSS, custom themes).
Users - Add, edit, and remove users.
Webhooks - Manage integrations with external systems.
Full Permissions Overview
Permission | Owner | Admin | Member | Assistant | Developer | Account Manager | View |
Api Tokens Create | X | X |
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| X |
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Api Tokens Delete | X | X |
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| X |
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Api Tokens Show | X | X |
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|
| X |
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Api Tokens Show Unencrypted | X | X |
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|
| X |
|
Cases Create | X | X | X | X |
| X |
|
Cases Delete | X | X | X |
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| X |
|
Cases Delete Own | X | X |
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|
| X |
|
Cases Edit | X | X | X |
|
| X |
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Cases Edit Own | X | X |
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|
| X |
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Cases Edit Status | X | X | X |
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| X |
|
Cases Show Data | X | X | X |
|
| X | X |
Cases Show Data Own | X | X |
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|
| X | X |
Cases Show Documents | X | X | X |
|
| X | X |
Cases Show List | X | X | X |
| X | X | X |
Cases Show List Own | X | X |
| X |
| X | X |
Case Tags Create | X | X | X |
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| X |
|
Case Tags Delete | X | X |
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|
| X |
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Case Tags Edit | X | X |
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|
| X |
|
Case Tags Show | X | X | X | X |
| X | X |
Case Type Template Create |
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| X |
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Case Type Template Delete |
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| X |
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Case Type Template Edit |
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| X |
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Case Type Template Show |
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|
| X |
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Documentation Show | X | X | X |
| X | X |
|
Entities Create | X | X | X |
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| X |
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Entities Edit | X | X | X |
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| X |
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Flows | X | X | X |
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| X |
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Flow Allow Submit | X | X |
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| X |
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Flows Create |
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| X |
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Flows Edit |
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| X |
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Flows Show | X | X |
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| X |
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Modules Create |
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| X |
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Modules Edit |
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| X |
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Modules Show |
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| X |
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Consent Notifications Change | X | X | X |
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| X |
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Permissions Create |
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| X |
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Permissions Edit |
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| X |
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Permissions Show |
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| X |
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Settings Edit | X | X |
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| X |
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Settings Show | X | X |
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| X |
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Themes Create |
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| X |
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Themes Custom Css |
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| X |
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Themes Custom Html |
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| X |
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Themes Delete |
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|
| X |
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Themes Edit |
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| X |
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Themes Show |
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| X |
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Users Create | X | X |
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| X |
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Users Delete | X | X |
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| X |
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Users Edit | X | X |
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| X |
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Users Show | X | X |
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|
| X | X |
Webhook Create | X | X |
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| X |
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Webhook Delete | X | X |
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| X |
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Webhook Edit | X | X |
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| X |
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Webhook Show | X | X |
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| X |
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