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Reference

Every section, and what it takes to open it

If a section is missing from your sidebar it is one of two things: your role does not hold the permission, or your plan does not include it. This table says which.

SectionAddressPermission neededPlan
Dashboard/dashboardAnyone signed inEvery plan
Bookings/bookingsbookings.viewEvery plan
Customers/customerscustomers.viewEvery plan
Run sheet/planningplanning.viewIncludes Run sheet
Site planner/plannerplanning.viewIncludes Run sheet
Dispatch/dispatchlogistics.viewIncludes Dispatch
Inventory/inventoryinventory.viewEvery plan
Procurement/procurementprocurement.viewIncludes Procurement
Finance/financefinance.viewEvery plan
Audit log/audit-logaudit.viewIncludes Audit log
Reports/reportsreports.viewIncludes Reports
Subscribers/subscriberssubscriptions.viewEvery plan

Pages inside a section

AddressPermission neededPlan
/bookings/typesbookings.type.manageEvery plan
/inventory/zonesinventory.zone.manageEvery plan
/inventory/categoriesinventory.category.manageEvery plan
/inventoryinventory.viewEvery plan
/bookings/availabilityavailability.viewEvery plan
/bookingsbookings.viewEvery plan
/planningplanning.viewIncludes Run sheet
/plannerplanning.viewIncludes Run sheet
/dispatch/vehicleslogistics.vehicle.manageIncludes Dispatch
/dispatchlogistics.viewIncludes Dispatch
/procurement/vendorsprocurement.vendor.manageIncludes Procurement
/procurementprocurement.viewIncludes Procurement
/customerscustomers.viewEvery plan
/financefinance.viewEvery plan
/audit-logaudit.viewIncludes Audit log
/reportsreports.viewIncludes Reports
/subscribers/enquiriesleads.viewEvery plan
/subscribers/leadsleads.viewEvery plan
/subscribers/mailleads.viewEvery plan
/subscriberssubscriptions.viewEvery plan
/settings/business-profilefinance.settings.manageEvery plan
/settings/financefinance.settings.manageEvery plan
/settings/teamstaff.viewEvery plan
/settings/billingbilling.manageEvery plan

Anything not listed needs nothing beyond being signed in — the dashboard, your own profile, this help center, and the export on your data page.

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