Roles & Permissions

Overview

Under Settings → Administration → Roles & permissions, administrators define which role may perform which actions in Polygon One. Permissions are shown as a matrix: rows are the individual actions, columns are the roles. Use the checkboxes to grant or revoke a permission precisely.

This page is only visible to company administrators. The defaults match today’s behavior — so you don’t have to change anything as long as the defaults work for you.

Roles

The matrix has four columns. Owner is the account owner’s role and is not handed out; under Team you assign Admin, Editor and Reader.

Role	By default
Owner	Always has all permissions. This role cannot be restricted — its checkboxes are permanently enabled and grayed out.
Admin	All permissions; every single one is configurable.
Editor	All permissions except the four Team actions, the two routing actions and Assign suppliers — operational work without administration.
Reader	No permission at all, so read-only access. You can grant individual actions deliberately.

The Owner role always retains every permission and cannot be changed. Only deviations from the defaults are stored — anything you leave untouched keeps following the table above.

Permission Groups

The individual actions are organized into thematic groups. Which groups you see depends on the modules enabled for your company: cross-module groups are always there, the EUDR and PPWR groups only with the module in question. With both modules enabled you see all groups at once.

Group	Module	Actions
Team	cross-module	Change member roles · Activate / deactivate members · Manage module access · Invite members
Task routing	cross-module	Configure task routing · Apply routing now
Suppliers	cross-module	Assign suppliers · Manage suppliers · Delete suppliers · Permanently delete suppliers
Documents	cross-module	Edit document fields · Delete documents · Permanently delete documents
Plots	EUDR	Manage plots · Delete plots
Articles	cross-module	Manage articles · Delete articles · Permanently delete articles
Orders	EUDR	Manage orders · Delete orders
DDS	EUDR	Manage DDS drafts · Submit DDS to TRACES · Delete DDS
Packaging	PPWR	Manage packaging · Delete packaging · Permanently delete packaging

Each action states underneath what it covers. The four “Manage …” actions are the write permissions on master data:

Action	Not possible without it
Manage suppliers	Creating, editing and importing suppliers
Manage articles	Creating, editing and importing articles and their bills of materials
Manage plots	Creating, editing, importing and re-analyzing plots
Manage packaging	Creating, editing and importing packaging units, components and declarations of conformity

The permissions in this matrix govern work inside the application. What an API key may do is controlled separately through the areas you select when creating it — see Settings.

Actions such as permanently delete are irreversible. Grant these permissions only to roles you fully authorize to use them.

Adjusting Permissions

Open the page

Navigate to Settings → Administration → Roles & permissions.

Set the checkboxes

Enable or disable the checkboxes per action and role. Only deviations from the defaults are stored.

Save

Click “Save permissions”. The button is only active when there are unsaved changes. A confirmation appears after saving.

Existing sessions may need to reload the application before new restrictions take effect.

Help center

Overview

Initial Setup

Collect Master Data

EUDR Relevance Check

Data Collection (Art. 9 EUDR)

Risk Assessment (Art. 10 EUDR)

DDS & Orders (Art. 3 EUDR)

What suppliers see

Settings

Administration

Optional

Overview

Roles

Permission Groups

Adjusting Permissions

​Overview

​Roles

​Permission Groups

​Adjusting Permissions

Overview

Roles

Permission Groups

Adjusting Permissions