Permission Matrix

Every document type against every Katekile role.

The table below is taken from the permissions installed by the Katekile app. Letters mean:

Code	Meaning
R	Read — can open and view
W	Write — can edit (drafts, or any record for non-submittable types)
C	Create — can create new records
S	Submit — can post/lock the document (orders, invoices, entries)
X	Cancel — can cancel a submitted document
—	No access

Note

Roles are additive. A user with two roles gets the combined permissions of both. System Manager / Administrator users can do everything.

Transactions and key records

Document	Sales Mgr	CSR	Procurement	Finance	Finance Mgr	Finance User	Prod. Mgr	Operator	Whse Mgr	Whse User	Tech Cons.
Lead	RWC	RWC	—	—	—	—	—	—	—	—	—
Prospect	RWC	RW	—	—	—	—	—	—	—	—	—
Opportunity	RWC	RWC	—	—	—	—	—	—	—	—	—
Customer	RWC	RWC	—	—	RW	R	—	—	R	—	—
Contact	RWC	RWC	R	—	R	R	—	—	R	—	—
Quotation	RWCSX	RWC	R	—	—	—	—	—	—	—	—
Sales Order	RWCSX	RWCSX	R	—	R	R	R	—	R	R	—
Delivery Note	—	—	—	—	R	R	R	—	RWC	—	—
Sales Invoice	R	R	—	—	RWCSX	RWCS	—	—	—	—	—
Supplier	R	R	RWC	RWC	RWC	RWC	—	—	—	R	—
Material Request	R	R	R	RWC	—	—	—	—	—	—	—
Request for Quotation	RCX	RC	RWC	RWC	—	—	—	—	—	—	—
Supplier Quotation	—	—	RWC	RWC	—	—	—	—	—	—	—
Purchase Order	R	R	RWCSX	RWC	R	R	R	—	R	R	—
Purchase Receipt	—	—	R	—	R	R	R	—	R	RWC	—
Purchase Invoice	R	R	R	R	RWCS	RWCS	—	—	—	—	—
Item	RWC	RWC	RWC	RWC	R	R	R	R	R	RWC	RWC
Work Order	—	—	R	—	—	—	R	R	R	RWC	—
Job Card	—	—	—	—	—	—	RW	RW	R	—	—
BOM	—	—	—	—	—	—	R	R	R	R	—
Stock Entry	—	—	RWC	RWC	—	—	R	R	RW	RWC	—
Pick List	—	—	—	—	—	—	—	—	—	RWC	—
Payment Entry	R	R	—	—	RWCSX	RWCSX	—	—	—	—	—
Payment Reconciliation	—	—	—	—	RW	RW	—	—	—	—	—
Journal Entry	—	—	—	—	RWS	RWC	—	—	—	—	—
Exchange Rate Revaluation	—	—	—	—	RWS	RWC	—	—	—	—	—
Budget	—	—	—	—	RWS	—	—	—	—	—	—
Account	RWC	RWC	R†	—	RWC	RWC	—	—	R†	R†	—
GL Entry	—	—	—	—	R	R	—	—	—	—	—

Supporting records and settings (43)

Document	Sales Mgr	CSR	Procurement	Finance	Finance Mgr	Finance User	Prod. Mgr	Operator	Whse Mgr	Whse User	Tech Cons.
Accounts Settings	R	R	—	—	RWC	RWC	—	—	—	—	—
Address	R	R	R	RWC	R	R	—	—	R	—	—
Batch	—	—	—	—	—	—	—	—	R	R	—
Bin	R	R	R	R	—	—	—	—	R	R	—
Brand	—	—	R	—	—	—	—	—	—	R	R
Buying Settings	—	—	—	—	R†	R†	—	—	—	R†	—
Campaign	RWC	RWC	—	—	—	—	—	—	—	—	—
Company	R	R	R	—	R	R	—	—	R	R	R
Competitor	RWC	RWC	—	—	—	—	—	—	—	—	—
Cost Center	—	—	R†	—	R	R	—	—	R†	R†	—
Country	—	—	R	—	R	R	—	—	—	—	—
Currency	R	R	R	—	R	R	—	—	R	R	—
Customer Group	R	R	—	—	R	—	—	—	—	—	—
Email Template	—	—	R	—	—	—	—	—	—	—	—
Employee	R	R	—	—	—	—	R	R	—	—	—
Fiscal Year	—	—	—	—	R	—	—	—	—	—	—
Industry Type	R	R	—	—	—	—	—	—	—	—	—
Item Group	—	—	R	RWC	—	—	—	—	—	R	R
Lead Source	R	R	—	—	—	—	—	—	—	—	—
Market Segment	RWC	RWC	—	—	—	—	—	—	—	—	—
Mode of Payment	—	—	—	—	R	R	—	—	—	—	—
Operation	—	—	—	—	—	—	R	R	—	R	—
Opportunity Lost Reason	RWC	—	—	—	—	—	—	—	—	—	—
Opportunity Type	RWC	RWC	—	—	—	—	—	—	—	—	—
Page	RWC	RWC	—	—	—	—	—	—	—	—	—
Payment Ledger Entry	—	—	—	—	RWC	RWC	—	—	—	—	—
Payment Terms Template	—	—	R	—	R	R	—	—	—	—	—
Price List	—	—	R	—	—	—	—	—	—	—	—
Purchase Taxes and Charges Template	—	—	—	—	R	R	—	—	—	—	—
Quotation Lost Reason	R	R	—	—	—	—	—	—	—	—	—
Sales Taxes and Charges Template	RWC	RWC	—	—	R	R	—	—	—	—	—
Serial No	—	—	—	—	—	—	—	—	R	R	—
Stock Entry Type	—	—	—	—	—	—	—	—	R	R	—
Stock Ledger Entry	—	—	R	—	—	—	R	—	R	R	—
Supplier Group	—	—	R	RC	R	R	—	—	—	—	—
Task	R	R	—	—	—	—	—	—	—	—	—
Terms and Conditions	RWC	RWC	—	—	—	—	—	—	—	—	—
Territory	RWC	RWC	—	—	R	—	—	—	—	—	—
Theme Settings	R	R	R	R	R	R	R	R	R	R	R
ToDo	RWC	RWC	—	—	—	—	—	—	—	—	—
UOM	RWC	R	R	RWC	R	R	—	—	R	R	R
Warehouse	R	R	R	RWC	—	—	—	—	R	R	R
Workstation	—	—	—	—	—	—	R	R	—	R	—

† Read access needed to save purchase/stock documents — see Users & Roles.

Pages and dashboards

The Katekile dashboard pages are open to any signed-in desk user who has the link. The sidebar only shows each dashboard to the roles listed in Dashboards Reference, and the figures on every dashboard only include documents the user is allowed to read.

Reports

The custom Katekile reports are restricted to the standard Katekile ERP roles noted in Custom Katekile Reports. If a user opens a report their roles do not cover, they see “You don’t have access to Report” — the fix is to add the relevant role to the report (see Users & Roles).

Last updated October 16, 2026