Skip to content

Features

This section documents the available actions across all business objects. Each feature describes its required roles, constraints, and any dependencies on other objects or options.

Organization

FeatureDescription
Search organizationsList and filter organizations
Create organizationCreate a new organization
Edit organizationUpdate an existing organization
Block organizationSoft-delete an organization
Unblock organizationRe-enable a blocked organization
Delete organizationPermanently remove an organization

User

FeatureDescription
Search usersList and filter users
Block userSoft-delete a user
Unblock userRe-enable a blocked user
Purge userGDPR permanent removal of a user
Export user dataGDPR data extraction for a user

Project

FeatureDescription
Search projectsList and filter projects
Create projectCreate a new project
Edit projectUpdate an existing project
Block projectSoft-delete a project
Unblock projectRe-enable a blocked project
Delete projectPermanently remove a project

Profile

FeatureDescription
Search profilesList and filter profiles
Invite user to projectCreate a profile invitation for a user
Edit profileUpdate a profile
Answer project invitationAccept or reject a profile invitation
Block profileSoft-delete a profile
Unblock profileRe-enable a blocked profile
Create support profileGrant temporary admin access to a project (1h)

Group (requires GROUP option)

FeatureDescription
Search groupsList and filter groups
Create groupCreate a new group
Edit groupUpdate a group
Disable groupSoft-delete a group
Enable groupRe-enable a disabled group

Participant

FeatureDescription
Search participantsList and filter participants
Create participantCreate a registered or guest participant
Edit participantUpdate a participant
Disable participantSoft-delete a participant
Enable participantRe-enable a disabled participant
Purge participantGDPR permanent removal of a participant
Export participant dataGDPR data extraction for a participant
Delete participantPermanently remove a participant

Activity (requires ACTIVITY option)

FeatureDescription
Search activitiesList and filter activities
Create activityCreate a new activity
Edit activityUpdate an activity
Disable activitySoft-delete an activity
Enable activityRe-enable a disabled activity
Delete activityPermanently remove an activity

Vehicle (requires VEHICLE option)

FeatureDescription
Search vehiclesList and filter vehicles
Create vehicleCreate a new vehicle
Edit vehicleUpdate a vehicle
Disable vehicleSoft-delete a vehicle
Enable vehicleRe-enable a disabled vehicle
Delete vehiclePermanently remove a vehicle

Movement (requires MOVEMENT option)

FeatureDescription
Search movementsList and filter movements
Create movementRecord a new IN or OUT movement
Hide movementSoft-delete a movement
Restore movementRe-enable a hidden movement

Alert (requires ALERT option)

FeatureDescription
Search alertsList and filter alerts
Create alertCreate a new alert
Edit alertUpdate alert title, description or status

Communication

Communications are available whenever their parent container is (an alert thread requires the ALERT option; a movement thread requires the MOVEMENT option).

FeatureDescription
Create communicationPost a message in an alert or movement thread
Edit communicationUpdate the message of a communication (in-place)
Hide communicationSoft-delete a communication
Restore communicationRe-enable a hidden communication

Comment (requires COMMENT option)

FeatureDescription
Create commentPost a comment on a participant
Edit commentUpdate message or tags of a comment
Delete commentSoft-delete a comment (HIDDEN)
Manage tagsCreate, rename, or delete project-scoped tags

Completion Notice (requires COMPLETION_NOTICE option)

FeatureDescription
Create completion noticeCreate a notice in DRAFT status
Edit completion noticeUpdate a notice while in DRAFT
Publish completion noticeTransition a notice from DRAFT to PUBLISHED (irreversible)

Document

FeatureDescription
List documentsList documents attached to an object
Upload documentAttach a new document to an object
Download documentDownload an attached document
Delete documentPermanently remove an attached document

Maintenance (requires SUPER_ADMIN role)

FeatureDescription
Purge orphans — CoreDelete core objects no longer linked to a parent
Purge orphans — OperationsDelete operations objects no longer linked to a project
Purge orphans — RegistrationDelete registration objects no longer linked to a project