Sections and powers
What each permission section opens in the team portal, what the extra powers allow, and how to give someone the right access.
Each team member sees only the parts of Flyte you give them. Access is built from sections, which open pages, and powers, which allow particular actions. You set both when you add or edit someone in Settings → Team & access.
#Sections
| Group | Section | Opens |
|---|---|---|
| Sales & customers | Orders | Orders, quotes and visuals |
| Customers | Customer records and people, and View as Customer | |
| Approvals | The approval centre | |
| Messages | The Messages page | |
| Lead Generation | Leads | |
| Production | Products | Products |
| Purchase Orders | Purchase orders | |
| Factories | Factories | |
| Freight | Shipments and landed costs | |
| Business | Financials | Financials, Payments and Team Performance |
| Web store | The public web store, if your account has the online store switched on | |
| Settings | Settings, view only unless they also have Can edit Settings |
Everyone gets the Dashboard, whatever is ticked. The Dashboard only shows cards for pages the person can open. For now, the To get done page shows to the owner only.
Good to know
Financials is enforced on the server, not only hidden from the menu. Someone without it can't reach payment or margin figures, and won't see an order's Costs & margin tab.
#Powers
| Power | Allows |
|---|---|
| Can edit Settings | Saving in Settings |
| Can manage the team | Opening Team & access: adding people, changing access, sending links, and setting everyone's team emails |
| Can connect AI tools (MCP) | Connecting an approved AI tool under their own login, read-only. Needs AI assistant access switched on in Settings → Integrations |
| Can let AI tools edit the calendar | Lets a connected tool add, move and cancel calendar entries. Needs the previous power |
Full access gives every section and every power: everything except ownership.
#Step by step: change someone's access
- Go to Settings → Team & access.
- Open ⋯ on their row and press Edit.
- Tick or untick sections and powers. All ticks a whole group.
- Press Save.
The change applies the next time they load a page.
Watch out
Removing a section someone uses every day hides the page from them immediately on their next page load. Check with them before restricting access.
#Common questions
Someone can see Settings but can't save. Give them Can edit Settings.
Someone can't see a page. Edit them and tick that section.
Someone needs View as Customer. Tick Customers.
Someone can't see the Costs & margin tab on orders. That needs Financials.