Permission matrix

At a glance

• Use this matrix to standardize access across your team.
• Treat Admin/Owner access as high risk: grant only when required.
• If your workspace uses custom permissions, use this as the baseline and document your deltas. [Confirm in product]

Overview

The permission matrix describes what each role can do in Fluent. Exact capabilities may vary by workspace configuration, but the structure below is a recommended default.

Permission matrix

Legend: ✅ = allowed, ⚠️ = limited/conditional, ❌ = not allowed
Notes: Anything marked [Confirm in product] should be verified against your current implementation.

Capability area	Owner	Admin	Scheduler	Billing	Compliance	Viewer
View appointments & calendar	✅	✅	✅	⚠️ (view only)	⚠️ (view only)	✅
Create appointments	✅	✅	✅	❌	❌	❌
Edit/cancel appointments	✅	✅	✅	❌	❌	❌
Assign interpreters	✅	✅	✅	❌	❌	❌
Offer-based scheduling	✅	✅	✅	❌	❌	❌
View interpreter directory	✅	✅	✅	⚠️ (limited)	✅	✅
Add/edit interpreter profiles	✅	✅	⚠️ (limited)	❌	✅	❌
Manage credentials & compliance docs	✅	✅	⚠️ (view)	❌	✅	❌
Manage rates & pay settings	✅	✅	❌	⚠️ (view)	❌	❌
View invoices	✅	✅	❌	✅	❌	⚠️ (view only)
Create/send invoices	✅	✅	❌	✅	❌	❌
Billing rules (minimums/rounding)	✅	✅	❌	✅	❌	❌
Mileage/travel billing rules	✅	✅	❌	✅	❌	❌
Exports (billing/payroll/reports)	✅	✅	⚠️ (limited)	✅	⚠️ (limited)	⚠️ (limited)
Workspace settings (org info, branding)	✅	✅	❌	❌	❌	❌
Language list management	✅	✅	⚠️ (limited)	❌	❌	❌
Template settings	✅	✅	❌	⚠️ (limited)	❌	❌
User management (invite/remove users)	✅	✅	❌	❌	❌	❌
Assign roles / change permissions	✅	✅	❌	❌	❌	❌
View audit/access logs	✅	✅	⚠️ (view only)	⚠️ (view only)	⚠️ (view only)	❌
Manage integrations	✅	✅	❌	❌	❌	❌

Notes & common variations

• Some workspaces allow Schedulers to edit interpreters (basic fields only).
• Some workspaces restrict Billing from seeing interpreter personal data.
• Some workspaces enable custom roles or per-user overrides. [Confirm in product]

Best practices

• Keep exports restricted—exports are the easiest way to leak data accidentally.
• Grant “edit” permissions only to roles that do that work daily.
• Use audit logs to review changes after a role update or staff transition.

Related articles

• Roles overview
• Inviting users
• Removing users
• Audit/access logs overview