Application Access Features

This page is a companion to Users and Permissions. That page explains the two layers of permissions: Application access and Data permissions. This page lists each feature in the Application access table, the part of Limio that it controls, and the documentation for that part of Limio.

A feature shows a part of the app. The data permissions in the table decide what the user can do with the records in that part. For example, a role with the "Promo Codes" feature and no Can Read on promo codes sees the Promo Codes page, but no promo codes on it.

Catalog

Feature	What it controls	Related data permissions	Documentation
Pages & Campaigns	The Pages menu item in the Catalog, and the page builder.	Campaign, Page, Page Version, Build	Page Builder Overview
Offers, Add-Ons, Tags, Segments, Assets & Entitlements	The Offers, Add-Ons, Discounts, Entitlements, Segments, Tags and Assets menu items in the Catalog.	Offer, Add-On, Tag, Segment, Asset, Entitlement, Discount, Coupon, Plan, Product	Offers, Add-ons, Entitlements
Promo Codes	The Promo Codes menu item in the Catalog.	Promo Code	Promo Codes v2, Discounts & Promo Codes
Journeys	The Journeys menu item in the Catalog.	Journey	What are Limio Journeys
Product Catalog	The Products menu item in the Catalog.	Product	Sync Between Limio and Zuora Catalogs
Publishing & Unpublishing	The Publish and Unpublish buttons on a catalog item and in its Builds panel.	None	Publish/Unpublish Pages, Manage Versions with Publish
Campaign Approval	The Approve button on a campaign.	None
Export Data	The Export button on catalog tables, and Export in the Operations area.	None	Export
One-click Catalog Creation	Catalog Creation in the Operations area.	None
Catalog Sync	The sync button for the product catalog in the Operations area. This button starts a sync from your billing system.	Product	Sync Between Limio and Zuora Catalogs

The Operations menu item shows when the user has one or more of Export Data, One-click Catalog Creation and Catalog Sync.

Subscriptions and Analytics

Feature	What it controls	Related data permissions	Documentation
Subscriptions Application	The Subscriptions application: Customers, Subscriptions, Orders, Baskets, Events, Webhooks and Gift Codes.	Subscription, Customer, Order, Basket, Event, Identity, Payment Method, Webhook, Gift Code, Address, and the other subscription records
Forget Customer Data (GDPR)	The erasure of the personal data of a customer. The user also needs Subscriptions Application. You cannot undo an erasure.	None	Erase Personal Data (GDPR)
Analytics	The Analytics application: Orders, Cancels & Saves, Switch Orders and Checkout Conversion. It also controls the export of analytics data.	None	Limio Analytics Overview

AI

Feature	What it controls	Related data permissions	Documentation
AI Agents	The AI (Beta) application: Agents, Connectors, Knowledge, Visitors, Conversations and Workflows.	Agent, Knowledge Doc, Toolset	Limio Agents Overview

Administration

Feature	What it controls	Related data permissions	Documentation
General Settings	The General Settings, Allowed Hosts and Order Processing settings pages, and the robots.txt file of the shop.	Config	Config Settings, Add robots.txt File
Developer Credentials	Developer Credentials in the user profile. The user can create and delete API credentials.	None	OAuth Bearer Token
User Management	The Users and Create User pages: the user list, new users, password resets, and removal of users. To change the role of a user, the role also needs Can Write on the Users record type.	Users	Users and Permissions, Set Up a New User
Roles & Permissions	Changes on the Permissions tab. Without this feature, the Permissions tab is read-only.	None	Users and Permissions
Impersonate Shop Customer	Access to the shop as a specific customer, to see the pages that customer sees after login. This feature has no page in the app. It applies to the API only.	None
Partner Management	Partners in the user profile, where you manage partner organisations and partner users.	Partner Org, Partner User	Creating and Managing Partners

Roles from before release 118

Release 118 converts each existing role to the two-layer model. The converted role keeps the access it had before, with one exception: no role can delete records after the change. To let a role delete records of a type, turn on Can Delete for that record type.

Before release 118, five features did not have a toggle of their own. They came with a different permission, and a converted role keeps them:

• Forget Customer Data (GDPR) came with edit access to subscriptions.
• Roles & Permissions, Impersonate Shop Customer and Developer Credentials came with edit access to users.
• Catalog Sync came with edit access to the product catalog.

After the change, you can turn each of these features on or off without a change to the other permissions of the role.