Product-based permissions

Managing product-based permissions in the Codat Portal

Product-based permissions give clients more control over which companies users can access, based on the products assigned to them.

These permissions work alongside existing roles. Only administrators can assign product-based permissions.

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How permissions work

Administrator and Developer roles

• Full access to all products
• Cannot edit their own product assignment, as they already have unrestricted access

Analyst and Onboarding roles

• Can’t access Settings > Users
• Can’t change user roles
• Can’t change product assignments
• Must be assigned a product before they can create or view companies
• From a user perspective: until a product is assigned, no companies are visible and new companies can’t be created

Once a product has been assigned, these users can create companies.

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Role permissions at a glance

Role	Access to product	Can edit user roles	Can assign products	Can access Settings > Users	Can create/view companies
Administrator	Full access	✔	✔	✔	✔
Developer	Full access	✘	✘	✔	✔
Analyst	Product required	✘	✘	✘	Only after product assigned
Onboarding	Product required	✘	✘	✘	Only after product assigned

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Using SSO

• If you’re using Enterprise SSO, ensure the correct Active Directory group is assigned to each user (Administrator, Developer, Analyst, or Onboarding).
• New users set up as Analysts or Onboarders must log in to the Portal via SSO before a product can be assigned.

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Notes

• Changes to a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.’s product assignments update automatically when users refresh the Portal.
• If an Administrator adds a product to a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that a user doesn’t have access to, the user can still see that the product has been assigned but won’t have access to it.
• When a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. has multiple products assigned, users see all products they have permission to access.