What This Article Covers
This article explains the permissions related to:
Home
Clients
Each permission includes:
What access the permission provides
Any dependencies or license requirements
What happens when the permission is turned off
Use this guide when setting up permission sets during implementation or when troubleshooting access questions for your team.
Table of Contents
Home Permissions
Client Permissions
Home Permissions
✅ Admin Tab
Controls whether users can view the Admin tab on the Home page.
What this permission allows
Access to the Admin tab on the Home page
Visibility into:
Client referrals
Client growth metrics
Workload information
Important considerations
This permission only applies to users with a Client Management License
If a user does not have this license, enabling the permission has no effect
When this permission is turned off
The Admin tab is removed from the Home page
Users cannot view client referral, growth, or workload information from Home
Client Permissions
✅ Access to All Clients, Contacts, & Client Groups
Controls whether users can access clients they are not assigned to, along with all related records.
What this permission allows
View all clients, including those the user is not assigned to
Access associated:
Contacts
Client groups
Work
Files
Billing
Time entries
View unassigned contacts and client groups
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
Other permissions affected
Turning this permission off automatically disables:
Create and Edit Client Groups
Import Clients & Contacts
Delete Client Groups
Billing Dashboard / Revenue Reports
WIP Report
When this permission is turned off
Users can only see clients they are assigned to
Users cannot access:
Unassigned clients
Contacts, client groups, work, files, billing, or time tied to unassigned clients
✅ Create and Edit Clients & Contacts
Controls whether users can create new clients and contacts and edit existing client or contact information.
What this permission allows
Create new client records
Create new contacts
Edit existing client information
Edit existing contact information
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
Other permissions affected
Turning this permission off automatically disables:
Create and Edit Client Groups
Import Clients & Contacts
Manage Active/Inactive Clients
Delete Client Groups
When this permission is turned off
The Create Client button is removed
The Add Contact button is removed from the Contacts page
Users cannot:
Edit existing client information
Edit existing contact records
Users can still:
Assign a Client Owner in bulk
Manage client assignments on individual records or in bulk
Archive client records
Users cannot inactivate clients
✅ Create and Edit Client Groups
Controls whether users can create and manage client groups, including adding or removing clients.
What this permission allows
Create new client groups
Edit existing client group details
Add clients to a client group
Remove clients from a client group
Important considerations
This permission is only available when both of the following permissions are enabled:
Create and Edit Clients & Contacts
Access to All Clients, Contacts, & Client Groups
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
Other permissions affected
Turning this permission off automatically disables:
Delete Client Groups
When this permission is turned off
The Create and Edit buttons are removed from the Client Groups page
Users cannot add clients to a client group from a client record
✅ Assign Clients to Team Members
Controls whether users can assign clients to team members within Canopy.
What this permission allows
Assign team members to client records
Update client assignments on individual client records
Manage client assignments in bulk
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
When this permission is turned off
Users cannot assign or update team members on client records
Client ownership and assignment fields are read-only
Bulk assignment actions are unavailable
✅ Import Clients & Contacts
Controls whether users can import client and contact records from an Excel file.
What this permission allows
Import clients and contacts into Canopy using an Excel file
Important considerations
This permission is only available when both of the following permissions are enabled:
Create and Edit Clients & Contacts
Access to All Clients, Contacts, & Client Groups
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
When this permission is turned off
The Import option is removed from the Client List three-dot menu
✅ Export Clients & Contacts
Controls whether users can export client and contact data to a CSV file.
What this permission allows
Export clients and contacts to a CSV file
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
When this permission is turned off
All Export options are removed from the Client List, including:
The three-dot menu export option
The filtered export option next to the Edit Columns icon
✅ Manage Active/Inactive Clients
Controls whether users can change a client’s active status.
What this permission allows
Mark clients as inactive
Reactivate inactive clients
Update client status individually or in bulk
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
When this permission is turned off
The Make Inactive button on the client profile is disabled
The Make Inactive bulk action is removed
Users can still view inactive clients
Users cannot reactivate inactive clients
✅ Canopy Email AI
Controls whether users can generate emails using Canopy’s AI tools.
What this permission allows
Generate email content using Canopy Email AI while composing emails
Important considerations
This permission only applies to users with a Client Management License
When this permission is turned off
The AI button is removed from the email composer
✅ Canopy Email AI
Controls whether users can generate email content using Canopy’s AI tools.
What this permission allows
Generate email drafts using Canopy Email AI while composing emails
Important considerations
This permission only applies to users with a Client Management License
When this permission is turned off
The AI button is removed from the email composer
✅ Client Email
Controls whether users can view and send email correspondence for clients they have access to.
What this permission allows
View client email correspondence
Send emails to clients from Canopy
Important considerations
This permission only applies to users with a Client Management License
Other permissions affected
Turning this permission off automatically disables:
Show Email Content
Bulk Email
When this permission is turned off
The Communication tab is removed from the client record
✅ Show Email Content
Controls whether users can view the body and attachments of client emails.
What this permission allows
View email content and attachments on the Client Communication tab
Continue viewing emails where the user is a participant
Important considerations
This permission only applies to users with a Client Management License
Email account sharing settings in email integrations override this permission
When this permission is turned off
The Communication tab remains available
Users can see:
Email subject lines
Recipient (To:) fields
Email bodies and attachments are hidden and display an Email Locked message
✅ Bulk Email
Controls whether users can send emails to multiple clients at once.
What this permission allows
Send bulk emails to clients the user has access to
View bulk email history in Settings
Important considerations
This permission only applies to users with a Client Management License
When this permission is turned off
The Bulk Email option is removed from bulk actions
Bulk email history is removed from Settings
✅ Archive Clients & Contacts
Controls whether users can archive clients and contacts, removing them from active lists without permanently deleting them.
What this permission allows
Archive clients
Archive contacts
Remove archived records from the active client and contact lists
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Other permissions affected
Turning this permission off automatically disables:
Delete Clients & Contacts
When this permission is turned off
The Archive button is removed from the client record
Bulk archive actions are removed
Users can still view archived clients and contacts
Users cannot merge contacts
✅ Delete Clients & Contacts
Controls whether users can permanently delete archived clients and contacts.
What this permission allows
Permanently delete clients from the archive
Permanently delete contacts from the archive
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
When this permission is turned off
The Delete option is removed from client and contact records
Users cannot delete contacts
Users can still archive clients and contacts
✅ Delete Client Groups
Controls whether users can permanently delete client groups.
What this permission allows
Permanently delete client groups
Important considerations
This permission is only available when Create and Edit Client Groups is enabled
This permission only applies to users with a Client Management License
When this permission is turned off
The Delete Client Group option is removed
Users can still edit existing client groups
✅ View Dashboard
Controls whether users can access the Clients reporting dashboard.
What this permission allows
View the Clients dashboard and related reporting
Important considerations
This permission only applies to users with a Client Management License
When this permission is turned off
The View Dashboard option is removed from the Clients menu