Skip to main content
Version: Current

FAQ: Why can't I perform a specific action? (Permissions)

If you find that a button (like Edit, Submit, Approve, Delete) is greyed out, missing, or an action fails with a permission error, it usually means your user account lacks the specific permission required for that action in Zudello.

How Permissions Work:

  • Permissions control what actions you can perform (e.g., #UPDATE, #CREATE, #DELETE, #APPROVE).
  • They are assigned to User Groups, not individual users.
  • You inherit permissions from all the User Groups you are a member of within a specific team.
  • Permissions are often specific to a Module and Submodule (e.g., PURCHASING:INVOICE#UPDATE lets you update Purchase Invoices, but not Purchase Orders).

Common Reasons for Missing Actions:

  1. Missing Action Permission: Your assigned User Groups simply do not grant the specific permission needed for the action (e.g., you have #VIEW but not #UPDATE).
  2. Missing View/Visibility Permission: Sometimes, performing an action requires related view permissions. For example, to update an invoice, you might need #UPDATE, #VIEW, and #VISIBLE for PURCHASING:INVOICE. If #VIEW or #VISIBLE is missing, the action might fail or be hidden.
  3. Incorrect User Group Membership: You might not be in the correct User Group that holds the necessary permission for your role.
  4. Document Status: The document's current status might prevent the action (e.g., you can't Edit a COMPLETED document, even with #UPDATE permission, without reverting it first).
  5. Approval Flow State: Approval actions are only available when it's your turn and the step is active. Editing might be disabled during certain approval milestones.

What to Do:

  1. Identify Action & Resource: Be clear about the exact action (Edit, Submit, Approve, Delete, etc.) and the type of document/record involved (Invoice, PO, Supplier, User Group, etc.).
  2. Check Context: Is the document in a status that should allow the action? If it's an approval, is it your turn?
  3. Contact Administrator: Reach out to your Zudello organisation administrator. Explain the action you are trying to perform and on what type of record. They can:
    • Check which User Groups you belong to.
    • Review the permissions assigned to those groups.
    • Identify the missing permission(s).
    • Either add the required permission to one of your existing groups (if appropriate for the role) or add you to a different User Group that already has the permission.
  4. Log Out/In: After an administrator updates your permissions/group membership, log out and log back in to ensure the changes take effect in your session.

Detailed Guide: Troubleshooting: User Cannot Perform Actions