Steve Rubenstein's Recurring Billing
Permissions
Version 1.1
Last Updated October 15, 2013
 Permission Category / Action Name Action List
Companies, Users & Groups
View existing companieslistCompanies, viewCompany
Add new companyinsertCompany
Update existing companyupdateCompany
View existing groupslistGroupCompany, listGroups, listGroupUser, viewGroup
Add new groupinsertGroup
Update existing groupinsertGroupCompany, insertGroupUser, updateGroup
View existing userslistUserCompany, listUsers, viewUser
Add new userinsertUser
Update existing userinsertUserCompany, updateUser
View company/user addresseslistAddresses, listAddressesAll, viewAddress
Add / update addressinsertAddress, updateAddressStatus0, updateAddressStatus1, updateAddressTypeBilling0, updateAddressTypeBilling1, updateAddressTypeShipping0, updateAddressTypeShipping1
View phone numberslistPhones, listPhonesAll
Add / update phone numberinsertPhone, updatePhoneStatus0, updatePhoneStatus1
View company/user banks accountslistBanks, listBanksAll
View bank account detailsviewBank
Add / update bank accountinsertBank, updateBank, updateBankRetain0, updateBankRetain1, updateBankStatus0, updateBankStatus1
Delete existing bank accountdeleteBank
View company/user credit cardslistCreditCards, listCreditCardsAll
View credit card detailsviewCreditCard
Add / update credit cardinsertCreditCard, updateCreditCard, updateCreditCardRetain0, updateCreditCardRetain1, updateCreditCardStatus0, updateCreditCardStatus1
Delete existing credit carddeleteCreditCard
View permissions of a user or groupviewPermissionTarget
Update permissions of a user or groupinsertPermissionTarget
Products
View existing productslistImages, listProductBundles, listProductDates, listProductParameterExceptions, listProductParameters, listProductRecommends, listProducts, listProductSpecs, previewProduct, viewProduct, viewProductCategory
Create new productinsertProduct
Update existing productinsertProductLanguage, updateProduct
Manage child products of a given productfixChildProductOrder, insertProductChildSpec, listChildProducts, moveChildProductDown, moveChildProductUp, separateChildProduct, unseparateChildProduct
Add or update products in bundledeleteProductBundle, insertProductBundle, moveProductBundleDown, moveProductBundleUp, updateProductBundle
Add/remove recommended productsinsertProductRecommend, updateProductRecommend
Add/update product specsinsertProductSpec
Add/update product imageshideImage, imageDisplayCategory, insertImage, moveImageDown, moveImageUp, separateImage, unhideImage, updateImage
Add/update product availability datesdeleteProductDate, insertProductDate, updateProductDate
Add/update product parameters and exceptionsinsertProductParameter, insertProductParameterException, moveProductParameterCodeDown, moveProductParameterCodeUp, moveProductParameterDown, moveProductParameterUp, updateProductParameter, updateProductParameterException, updateProductParameterExceptionStatus
Add/update categories that product is listed ininsertProductCategory, moveProductCategoryDown, moveProductCategoryUp
View existing product categorieslistAllCategories, listCategories, listCategoriesManual
Create new product categoryinsertCategory
Update existing product categorymoveCategoryDown, moveCategoryUp, updateCategory
Delete existing product categorydeleteCategory
Invoices, Custom Pricing & Subscriptions
View existing invoiceslistInvoices, viewInvoice, viewInvoiceLineItem, viewInvoiceLineItems, viewInvoiceLineItemsAll, viewInvoiceTemplate
Create new invoiceinsertInvoice
Update existing invoice, including new/existing line itemsinsertInvoiceLineItem, moveInvoiceLineItemDown, moveInvoiceLineItemUp, updateInvoice, updateInvoiceLineItem, updateInvoiceLineItemStatus
View existing shipments for an invoicelistShipping
Add new shipment for an invoiceinsertShipping
Updating existing shipment for invoiceupdateShipping
View existing custom pricing optionslistPrices, listPriceTargets, viewPrice
Add/update custom pricing optionsinsertPrice, insertPriceTargetAffiliate, insertPriceTargetCobrand, insertPriceTargetCompany, insertPriceTargetGroup, insertPriceTargetRegion, insertPriceTargetUser, updatePrice, updatePriceStatus, updatePriceTargetStatus0, updatePriceTargetStatus1
View existing subscriberslistSubscribers, viewSubscriber
Create new subscriberinsertSubscriber
Update existing subscriberupdateSubscriber
View subscriber notification optionsviewSubscriberNotify
Update subscriber notification optionsinsertSubscriberNotify, updateSubscriberNotify
View subscriptions of a subscriberviewSubscription, viewSubscriptions, viewSubscriptionsAll
Add new subscription for subscriberinsertSubscription
Update existing subscription for subscribermoveSubscriptionDown, moveSubscriptionUp, updateSubscription, updateSubscriptionStatus
Specify quantities for variable-quantity subscriptions for a subscriber's billing period.updateSubscriptionProcess
Payments, Refunds & Credits
View existing paymentslistPayments
Record/charge new paymentinsertPayment
Update existing paymentupdatePayment
Associate payment with invoiceapplyInvoiceToPayment, applyPaymentToInvoice
View payments associated with invoiceslistInvoicesForPayment, listPaymentsForInvoice
Delete association of payment with invoicedeleteInvoicePayment
View existing refundslistPaymentRefunds, viewPaymentRefund
Record/process new refundinsertPaymentRefund
Update existing refundupdatePaymentRefund
View existing credits and invoices applied tolistInvoicesForPaymentCredit, listPaymentCredits, listPaymentCreditsForInvoice, viewPaymentCredit
Create new creditinsertPaymentCredit
Update existing creditupdatePaymentCredit
Remove credit from invoicedeleteInvoicePaymentCredit
Sales Commissions
View existing sales commission planslistCommissionProducts, listCommissions, listCommissionTargets, viewCommission, viewCommissionCategory
Add/update sales commission plansinsertCommission, insertCommissionCategory, insertCommissionProduct, insertCommissionTargetAffiliate, insertCommissionTargetCobrand, insertCommissionTargetCompany, insertCommissionTargetGroup, insertCommissionTargetUser, insertCommissionTargetVendor, updateCommission, updateCommissionProduct, updateCommissionStatus, updateCommissionTargetStatus0
View existing salesperson / customer relationshipsviewCommissionCustomer
Add and update salesperson / customer relationships.insertCommissionCustomer, updateCommissionCustomer, updateCommissionCustomerStatus
View existing sales commissionslistSalesCommissions, viewSalesCommission
Add a sales commission manually to an invoice.insertSalesCommission
Update existing sales commission calculated manually via invoice or automatically via subscriptions.updateSalesCommission
Affiliates, Cobrands & Vendors
View existing affiliateslistAffiliates, listCompanyAffiliates, viewAffiliate
Add new affiliateinsertAffiliate
Update existing affiliateupdateAffiliate
View existing cobrandslistCobrands, listCompanyCobrands, viewCobrand
Add new cobrandinsertCobrand
Update existing cobrandinsertCobrandHeader, updateCobrand
View existing vendorslistCompanyVendors, listVendors, viewVendor
Add new vendorinsertVendor
Update existing vendorupdateVendor
Other
View status history of a particular targetlistStatusHistory
View custom field history of a particular targetviewCustomFieldValues, viewCustomFieldValuesAll
View existing notes for a particular targetlistNotes
Add new note for a particular targetinsertNote
Update existing note for a particular targetupdateNote
View existing taskslistTasks, listTasksForOthers
Create/update task for selfinsertTask, updateTask, updateTaskFromList
Create/update tasks for other usersinsertTaskForOthers, updateTaskForOthers
View existing contact mgmt messageslistContacts, viewContact
Send new contact mgmt messageinsertContact, updateContact
Reply to message submitted by customerreplyToContact, updateContactStatus0, updateContactStatus1
View existing newsletterslistNewsletters, viewNewsletter
Create and send newsletterinsertNewsletter, updateNewsletter
View newsletter subscriberslistNewsletterSubscribers
Add/update newsletter subscribersinsertNewsletterSubscriber, updateNewsletterSubscriber
Setup Options
Manage image directoriescreateImageDirectory, deleteImageDirectory, listImageDirectories
View existing merchant accountslistMerchantAccounts
Add/update merchant accountsinsertMerchantAccount, updateMerchantAccount, updateMerchantAccountStatus
View existing IP address restrictionslistIPaddresses
Add, update & delete IP address restrictionsdeleteIPaddress, insertIPaddress, updateIPaddress
View existing templateslistTemplates, viewTemplateSample
Customize and copy templatescopyTemplate, customizeTemplate, updateTemplateDefault
View existing contact management templateslistContactTemplates, viewContactTemplateFields
Create / update contact management templatesinsertContactTemplate, moveContactTemplateDown, moveContactTemplateUp, updateContactTemplate
View existing contact management topicslistContactTopics
Create/update contact management topicsinsertContactTopic, moveContactTopicDown, moveContactTopicUp, updateContactTopic
View existing custom status optionslistStatuses
Add/update custom status optionsinsertStatus, moveStatusDown, moveStatusUp, updateStatus, updateStatusTarget
View existing custom fieldslistCustomFields, listCustomFieldTargets
Create/update custom fieldsinsertCustomField, moveCustomFieldTargetDown, moveCustomFieldTargetUp, updateCustomField
View existing content listings and content categorieslistContent, listContentCategories, viewContentCompany, viewContentCompanyOrder
Update value of existing content listing for your companyinsertContentCompany
View existing subscription processing methodslistPayflowCompanies, listPayflowGroups, listPayflowInvoices, listPayflowNotify, listPayflows, listPayflowTemplates, viewPayflow, viewPayflowCompany, viewPayflowGroup, viewPayflowTarget
Create/update subscription processing methodsinsertPayflow, insertPayflowCompany, insertPayflowGroup, insertPayflowNotify, insertPayflowTarget, insertPayflowTemplate, movePayflowDown, movePayflowUp, updatePayflow, updatePayflowNotify, updatePayflowTemplate
View existing payment categorieslistPaymentCategories
Create / update payment categories.insertPaymentCategory, movePaymentCategoryDown, movePaymentCategoryUp, updatePaymentCategory
User may login via web servicesuserWebServiceLoginPermitted
List & re-enable dsabled usernamesdeleteLoginAttempt, listLoginAttempts
Export
View existing export optionslistExportQueries, listExportQueryFieldCompany, listExportQueryFields, listExportTableFieldCompany, listExportTableFields, listExportTables
Update custom export optionsmoveExportQueryFieldCompanyDown, moveExportQueryFieldCompanyUp, updateExportQueryFieldCompany, updateExportTableFieldCompany
Export CompaniesexportCompanies
Export UsersexportUsers
Export ProductsexportProducts
Export InvoicesexportInvoices
Export SubscribersexportSubscribers
Export Payments, Refunds &CreditsexportPaymentCredits, exportPaymentRefunds, exportPayments
Export Sales CommissionsexportSalesCommissions
Export Newsletter SubscribersexportNewsletterSubscribers
Superuser Permissions
View existing merchant processorslistMerchants
Add/update merchant processorsinsertMerchant, updateMerchant
Create new content and content categoriesinsertContent, insertContentCategory
Update existing content and content categoriesmoveContentCategoryDown, moveContentCategoryUp, moveContentDown, moveContentUp, updateContent, updateContentCategory
Delete existing content categoriesdeleteContentCategory
Create new export table, query and fieldsinsertExportQuery, insertExportQueryField, insertExportTable, insertExportTableField
Update existing export table, query and fielddeleteExportQueryField, moveExportQueryDown, moveExportQueryFieldDown, moveExportQueryFieldUp, moveExportQueryUp, moveExportTableDown, moveExportTableFieldDown, moveExportTableFieldUp, moveExportTableUp, updateExportQuery, updateExportQueryField, updateExportTable, updateExportTableField
View existing scheduled taskslistSchedulers, viewScheduler
Create new scheduled taskinsertScheduler
Update/delete existing scheduled taskupdateScheduler
Add new and update existing templatesinsertTemplate, updateTemplate, viewTemplateCode, viewTemplateUse
View existing permissions and permission categorieslistPermissionCategories, listPermissions, listPermissionsAll
Create new permission or permission categoryinsertPermission, insertPermissionCategory
Update existing permission or permission categorymovePermissionCategoryDown, movePermissionCategoryUp, movePermissionDown, movePermissionUp, updatePermission, updatePermissionCategory
View existing primary targetslistPrimaryTargets
Add new primary targetinsertPrimaryTarget
Update existing primary targetupdatePrimaryTarget