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Securing Nexus Suite
Roles, module permissions, and the API paths each permission governs.
How access is decided
Every request passes three gates, in order. A failure at any gate is a refusal, and a later gate never widens what an earlier one denied.
- Authentication — a valid session. See Identity and sign-in.
- Entity scope — the request is bound to the company the user is signed in to. Someone with access to two entities still cannot read across both in one call.
- Module permission — the role must grant the action on the module that owns the route, per the table below.
Granting Administration is not the same as granting every module. Administration governs users, roles and configuration; transactional modules are granted individually.
Module permission matrix
14 modules. The last column lists the API paths each module actually governs, taken from the enforcement map inside the application rather than from documentation.
| Module | Key | Actions | Governs |
|---|---|---|---|
| Dashboard & Reports | reports | view create edit delete | /soc2 /epm-scenarios /epm-strategic /epm-workforce /grc-controls /grc-issues /grc-monitor-rules /grc-risks |
| General Ledger | gl | view create edit delete | /gl /accounts /journals /periods /agents /hier /adhoc /funds |
| Banking & Payments | banking | view create edit delete | /bank-changes /banking /payments |
| Fixed Assets | assets | view create edit delete | /asset-masspool /fa /assets /leases |
| Customers | customers | view create edit delete | /credit /customer-owner /customer-docs /customer-profile-classes /qual-initiatives /question-library /questionnaire-templates /registration-settings |
| Sales & AR | sales | view create edit delete | /ar/deduction-config /installments /proforma /margin-policy /item-price /price-list-for-branch /netting /br |
| Purchasing & AP | purchasing | view create edit delete | /vendor-docs /vendor-profile /vendors-compliance /payx /vendors /requisitions /pos /goods-receipts |
| Inventory & Warehouse | inventory | view create edit delete | /atp /items /warehouses /bins /stock /moves /transfers /counts |
| Projects | projects | view create edit delete | /grants /exp /projects /timesheets /expenses /rates |
| Service Management | service | view create edit delete | /service /equipment |
| Approvals | workflow | view create edit delete | /approvals /workflows |
| Documents | documents | view create edit delete | /documents /sign |
| People (HCM) | hcm | view create edit delete | screen only |
| Administration | admin | view create edit delete | /jobs /admin/access-stats /admin/duty-conflicts /sender-domains /sender-prefs /iam/policy /iam/reports /iam/overview |
Report group permissions
Reporting is granted separately from module access, so a role can read a screen without being able to export or schedule its reports.
| Report group | Key | Actions |
|---|---|---|
| Business Overview | business-overview | view export schedule share |
| Financial Statements | financial-statements | view export schedule share |
| Receivables | receivables | view export schedule share |
| Payables | payables | view export schedule share |
| Cash Flow | cash-flow | view export schedule share |
| Budgets | budgets | view export schedule share |
| Consolidation | consolidation | view export schedule share |
| Purchases & Vendors | purchasing | view export schedule share |
| Inventory | inventory | view export schedule share |
| Taxes | taxes | view export schedule share |
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