What This Article Covers
This article explains the permissions related to:
Engagements Permissions
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
Engagements Permissions
Engagements Permissions
✅ View Engagements
Controls whether users can view engagements in Canopy.
What this permission allows
View engagements in the Engagements list
Open and review individual engagement records
Important considerations
This permission applies to users with an Engagements license
Other permissions affected
Turning this permission off automatically disables:
All other Engagement permissions
Engagement Templates
Engagement Item Templates
When this permission is turned off
The Engagements option is removed from navigation
Users cannot access the Engagements list or engagement records
✅ Create, Edit, and Assign Engagements
Controls whether users can create, edit, duplicate, and assign engagements.
What this permission allows
Create new engagements
Edit engagements the user created
Duplicate engagements
Assign engagements to team members
Important considerations
This permission applies to users with an Engagements license
Other permissions affected
Turning this permission off automatically disables:
Send Engagements
Archive Engagements
Delete Engagements
When this permission is turned off
Users can still:
View the Engagements list
Open individual engagements
Access engagement settings
View templates
Users cannot create, edit, duplicate, or assign engagements
✅ Send Engagements
Controls whether users can send engagements to clients.
What this permission allows
Send engagements to clients for review and acceptance
Important considerations
This permission applies to users with an Engagements license
When this permission is turned off
The Create Engagement button remains visible
Engagement fields are read-only and cannot be filled out
Users cannot send engagements to clients
✅ Archive Engagements
Controls whether users can archive closed engagements.
What this permission allows
Archive engagements with a Closed status
Important considerations
This permission applies to users with an Engagements license
Other permissions affected
Turning this permission off automatically disables:
Delete Engagements
When this permission is turned off
The Archive option is not available on closed engagements
Users cannot view archived engagements
✅ Delete Engagements
Controls whether users can permanently delete archived engagements.
What this permission allows
Delete engagements that have been archived
Important considerations
This permission applies to users with an Engagements license
When this permission is turned off
Users can still view archived engagements
Users cannot delete archived engagements
✅ Accept Engagements
Controls whether users can accept engagements on a client’s behalf.
What this permission allows
Accept engagements for clients
Move engagements out of the Awaiting Acceptance status
Important considerations
This permission applies to users with an Engagements license
When this permission is turned off
The Accept button is removed:
When creating an engagement
When viewing an engagement awaiting acceptance
✅ Notes for Admins
View Engagements acts as the parent permission — disabling it removes access to all Engagement features.
Most Engagement actions are cascading, meaning turning off higher-level permissions automatically disables related actions.