User permissions reference

This article lists every portal permission in Attik and what it controls: navigation, pages, dashboard widgets, settings menu items, and common in-app actions. Use it when assigning roles, troubleshooting “missing menu” reports, or auditing access.

Written By Ryan Wagner

Last updated 26 days ago

How permissions work

Permissions are set per user under Settings → Users (or applied from a Permission Template).
Each permission has an internal value (used in code) and a label (shown in the Permissions UI).
Category permissions (parent checkboxes) and option permissions (child checkboxes) are separate grants. You often need both the parent and the child for full access to a sub-feature.
Navigation and menus: If a nav item lists several acceptable permissions, the user needs any one of them to see the link.
Individual pages: Opening a URL runs a page-level check. Failing the check sends the user to the unauthorized page even if a parent menu item is visible.
super-admin: Bypasses normal page permission checks (Attik internal / full-access accounts only).
settings (category): Grants access to the Settings area in product copy; most Settings submenu items still require their own permission (for example settings-users, settings-admin). The Settings gear is available to signed-in users, but each page inside is gated separately.

Dashboard

Category permission: dashboard — Dashboard
Page access: / (Dashboard home) requires dashboard.

		Permission valueUI labelWhat it controls
`dashboard`	(category only)	Access to the main Dashboard page (`/`).
`dashboard-families`	Families Helped	Families Helped widget. (Scott Home Services Only)
`dashboard-uncoming-events`	Upcoming Events	Upcoming Events widget.
`dashboard-daily-schedule`	Daily Schedule	My Daily Schedule widget.
`dashboard-revenue`	Revenue	Revenue widget.
`dashboard-segment`	Segment Revenue	Segment Revenue graph widget.
`dashboard-balance`	Balance	Inspector Work Breakdown widget.
`dashboard-capacity`	Capacity	Future Capacity widget.
`dashboard-scheduled`	Scheduled Jobs	Scheduled Over Time, Quote Close, and Booking Channel Split widgets.
`dashboard-averages`	Inspection Averages	Confirmed inspections & average fee widget.
`dashboard-annual-forecast`	Annual Forecast	Annual Forecast widget.
`dashboard-radon-duplicates`	Radon Duplicates	Radon Duplicates widget.
`dashboard-active`	Active Agents	Active Agents widget.
`dashboard-time-clock`	Time Clock	Time Clock widget (clock in/out on dashboard).
`dashboard-mentions`	Recent Mentions	Recent Mentions widget.

Playbook (Scott Home Services Only)

Category permission: playbook — Playbook

		Permission valueUI labelWhat it controls
`playbook`	(category only)	Playbook in main navigation; access to playbook pages (`/playbook`).

Scheduler (internal scheduling)

Category permission: scheduler — Scheduler

		Permission valueUI labelWhat it controls
`scheduler`	(category only)	Schedule in main navigation; internal Schedule page (`/schedule`) for creating quotes and booking jobs; Contacts under Schedule submenu; scheduling slide-out on calendar.
`scheduler-admin`	Scheduler Admin	Repair lists page (`/inspections/repair-lists`); admin features in Radon Chart; view all inspectors in Dispatch; Settings → Scheduling (Calendar Settings, Online Service Filter).

Page notes:

/schedule accepts scheduler, calendar-office, or calendar-admin.
/contacts requires scheduler.

Calendar and dispatch

Category permission: calendar — Calendar
Grants: main navigation entry for calendar/dispatch area, Dispatch page access when combined with listed sub-permissions.

		Permission valueUI labelWhat it controls
`calendar`	(category only)	Baseline calendar category; used with Dispatch (`/dispatch`) and calendar routes that accept `calendar`.
`calendar-self`	Inspector Calendar Self	Inspector Calendar (`/calendar`) for own schedule; inspector calendar in nav; filter to own schedule in Dispatch.
`calendar-inspector`	All Inspector Calendar	Inspector Calendar for all inspectors; inspector calendar nav option.
`calendar-office`	Office Calendar	Office Calendar (`/calendar/office`); Radon data (`/radon/data`); Scheduler page (with `scheduler` or `calendar-admin`); Radon Chart (`/radon`); Settings → Radon.
`dispatch-scheduler`	Dispatch Scheduler	View all inspectors in the Dispatch tool.
`calendar-admin`	Admin Calendar	Settings → Holidays; Equipment settings (also `settings-services` / `settings-admin`); Radon Chart; view all inspectors in Dispatch; scheduling admin paths.

Navigation notes:

Calendar nav item shows if the user has any of: calendar-admin, calendar-office, scheduler, calendar-self, calendar-inspector.
Dispatch nav: calendar-admin, calendar-office, scheduler, or calendar.
Radon Chart nav: calendar-admin, calendar-office, or scheduler.

Company handbook

Category permission: handbook — Handbook

		Permission valueUI labelWhat it controls
`handbook`	(category only)	Company Handbook in navigation; handbook section access (`/handbook`).
`handbook-inspector`	Inspector Handbook	Inspector Handbook content (`/handbook/inspector`).
`handbook-office`	Office Handbook	Office Help Docs (`/handbook/office`); Service Matrix page (`/service-matrix`).
`handbook-admin`	Handbook Admin	Admin/edit features in handbook (edit routes).

Tasks and worklists

Category permission: tasks — Tasks
Grants: tasks layout, worklists in navigation context, Tasks menu visibility.

		Permission valueUI labelWhat it controls
`tasks`	My Tasks	Tasks nav; Mission Control (`/tasks`); All Tasks (`/tasks/all-tasks`); task list pages; Worklists nav item (also requires this category).
`tasks-checks`	Task Checks	Worklists page (`/work`) — default lists (quotes, agreements, not paid, etc.); task checks URLs; viewing custom worklist data.
`tasks-admin`	Task Admin	Create Custom Worklist button; edit custom worklists (pencil); Tasks → Admin Task List Manager (`/tasks/admin`); repair lists (with `scheduler-admin`); task admin UI on Mission Control.

Important distinctions:

Worklists icon in the sidebar uses the tasks category permission, but opening /work requires tasks-checks.
Creating/editing custom worklists requires tasks-admin (not only tasks-checks).

Human resources

Category permission: human — Human Resources

		Permission valueUI labelWhat it controls
`human`	(category only)	Human Resource in main navigation; HR section (`/hr`).
`human-payroll`	Admin Payroll	Admin payroll page (`/hr/payroll`); auto-approve payroll adjustments; Settings → Payroll.
`human-payroll-adjustments-office`	Payroll Adjustments Office	Add/approve payroll adjustments for office staff; adjustment form fields; Adjustment Management (`/hr/adjustment-management`).
`human-payroll-adjustments-inspector`	Payroll Adjustments Inspector	Add/approve payroll adjustments for inspectors; adjustment form fields; Adjustment Management.
`human-payroll-hra`	Payroll HRA Admin	Payroll HRA admin features.
`human-paystubs`	My Paystubs	My paystubs; Payroll history (own).
`human-paystubs-admin`	All Paystubs	View all employees’ paystubs; payroll history for all.
`human-vacation`	Vacation Dashboard	Time off page (`/hr/time-off`).
`human-vacation-admin`	Vacation Admin	Vacation admin features; Settings → Payroll (vacation-related settings).

Page notes:

/hr/payroll/history accepts human-paystubs, human-paystubs-admin, or human-payroll.
/hr/adjustment-management accepts human-payroll, human-payroll-adjustments-office, or human-payroll-adjustments-inspector.

Data exports (Reports Hub)

Category permission: data-exports — Data Exports
UI nav label: Reports Hub

		Permission valueUI labelWhat it controls
`data-exports`	(category only)	Reports Hub in navigation; data exports home (`/data-exports`); create/run/export custom reports.
`data-exports-platform-catalog`	Platform report catalog	Browse report definitions shared by other Attik instances; import shared definitions into your company.

Settings

Category permission: settings — Settings
Grants: Settings section (product-level); appears in navigation grants for admins/leaders. Individual menu rows below still need the listed permission(s).

		Permission valueUI labelWhat it controls
`settings-users`	Users	Settings → Users; user list and membership edit (permission templates visible to settings admins).
`settings-staff`	Staff	Settings → Staff (Inspectors, Inspector Teams, Inspector Levels, Office, Sync Spectora Employees when integration on).
`settings-financials`	Financials	Financial settings; QuickBooks Service Mapping (when QuickBooks enabled); Settings → Payments / Payment Batches (with `settings-admin`).
`settings-services`	Services	Settings → Services; Service Assignment Matrix; Contact Roles; Contact Usage; Required Service Info; Discount Codes; Bundles; Sync Spectora Services (if enabled); Equipment (with `calendar-admin` / `settings-admin`).
`settings-areas`	Service Areas	Settings → Service Areas.
`settings-holidays`	Holidays	Settings → Holidays (same access pattern as `calendar-admin`).
`settings-action-flows`	Emails & Action Flows	Settings → Action Flows section; Email Templates and SMS Templates builders (with `settings-admin` on some sub-routes).
`settings-help-center`	Help Center	Help Center live chat entry in navbar (with `settings-admin` or `super-admin`).
`settings-sample-reports`	Sample Reports	Settings → Report Settings → Sample Reports.
`settings-admin`	Settings Admin	Broad admin: Company, Billing, Workflows, Integrations, Forecast, Custom Domain, Repair Companies, Payments, Agreement Templates, Report Settings, ISN / historical import, Past payments, and other settings not covered by narrower permissions.

Settings menu quick map (permission required)

	Settings menu itemPermission(s) — any one listed grants the link
Account	(none — all signed-in users)
Notifications	(none — all signed-in users)
Company	`settings-admin`
Billing	`settings-admin`
Users	`settings-users`
Staff (all sub-items)	`settings-staff` or `settings-admin`
Services (parent)	`settings-services` or `settings-admin`
Service Assignment Matrix	`settings-services` or `settings-admin`
Service Areas	`settings-areas` or `settings-admin`
Contact Roles / Contact Usage	`settings-services` or `settings-admin`
Required Service Info / Discount Codes / Bundles	`settings-services` or `settings-admin`
Sync Spectora Services	`settings-services` or `settings-admin` (+ Spectora integration)
QuickBooks Service Mapping	`settings-financials` or `settings-admin` (+ QuickBooks integration)
Scheduling (parent)	`settings-admin` or `scheduler-admin`
Calendar Settings / Online Service Filter	`settings-admin` or `scheduler-admin`
Report Settings (parent)	`settings-admin`
Repair Companies	`settings-admin`
Sample Reports	`settings-admin` or `settings-sample-reports`
Agreement Templates	`settings-admin`
Equipment	`settings-admin`, `calendar-admin`, or `settings-services`
Payroll	`human-payroll` or `human-vacation-admin`
Forecast	`settings-admin`
Radon	`calendar-admin` or `calendar-office`
Holidays	`calendar-admin`
Action Flows (parent)	`settings-admin` or `settings-action-flows`
Email Templates / SMS Templates	`settings-admin` or `settings-action-flows`
Email Template Settings / Custom Domain	`settings-admin`
Integrations	`settings-admin`
Payments / Payment Batches	`settings-admin` or `settings-financials`

Beta features

Category permission: beta — Beta Features

		Permission valueUI labelWhat it controls
`beta`	(category only)	Access to beta-tagged features (company feature flags may also apply).
`beta-attik-workorder`	Attik Workorder	Attik-native workorder beta experience.
`beta-attik-scheduler`	Schedule Attik Job	Schedule Attik Job beta (Attik standalone booking path).

Super admin

		Permission valueUI labelWhat it controls
`super-admin`	Super Admin	Full access across the portal; bypasses normal page permission checks. For Attik operations staff only—not typical company users.

Main navigation quick reference

		Sidebar labelRoutePermission(s) — user needs any listed
Dashboard	`/`	Page: `dashboard` (nav link is visible broadly; home still checks `dashboard`)
Playbook	`/playbook`	`playbook`
Schedule	`/schedule`	`scheduler`
Calendar	`/calendar`, `/calendar/office`	`calendar-admin`, `calendar-office`, `scheduler`, `calendar-self`, `calendar-inspector`
Radon Chart	`/radon`	`calendar-admin`, `calendar-office`, `scheduler`
Dispatch	`/dispatch`	`calendar-admin`, `calendar-office`, `scheduler`, `calendar`
Worklists	`/work`	Nav: `tasks` — Page: `tasks-checks`
Tasks	`/tasks`	`tasks`
Reports Hub	`/data-exports`	`data-exports`
Company Handbook	`/handbook`	`handbook`
Human Resource	`/hr`	`human`
Settings	`/settings`	Gear visible to signed-in users; pages inside use specific `settings-*` permissions

Permission templates and defaults

Permission Templates copy a preset bundle of checkboxes to a user (see Users and staff in Settings).
Default role presets (Inspector, Office, Leader, Exec Leader, Admin) are defined in the product; templates may align with those roles but can be customized per company.
Changing permissions does not automatically update users until an administrator saves the user or applies a template.