> ## Documentation Index
> Fetch the complete documentation index at: https://docs.calgest.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Permission settings

> How to customize the permission matrix for your organization.

The permissions settings page lets you fine-tune what each role in your organization can do. Access it from **Settings > Permissions**.

## How it works

The permissions page shows a matrix of **roles** and **resources**. Each cell in the matrix controls what actions a role can perform on a specific resource.

### Resources

| Resource          | What it controls                   |
| ----------------- | ---------------------------------- |
| Customers         | Client records and profiles        |
| Employees         | Staff member records               |
| Appointments      | Calendar events and bookings       |
| Appointment types | Service categories                 |
| Locations         | Business locations                 |
| Settings          | Organization configuration         |
| Roles             | Role management                    |
| Tracking          | Metrics and customer tracking data |
| Custom fields     | Custom field definitions           |
| Notifications     | Notification configuration         |

### Actions

For each resource, you can grant or revoke these actions:

* **Create** — add new records
* **Read** — view existing records
* **Update** — edit existing records
* **Delete** — remove records
* **Manage** — full control (includes all of the above)

## Making changes

Click on any cell in the matrix to toggle permissions for that role and resource combination. Changes are saved automatically.

<Warning>
  Be careful when reducing permissions for roles that your team members currently use. They'll lose access to those features immediately.
</Warning>

<Note>
  The **Owner** role always has full permissions and cannot be restricted.
</Note>
