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  4. How permissions work

How permissions work

Every action Proto takes goes through the same permission checks as an action you take yourself. Proto can’t work around them.

Proto guide 1 min read Article 2 of 3 in Permissions & safety

Permissions & safety

  1. What Proto will never do
  2. How permissions work
  3. When an action is blocked
Who is actingHow permissions apply
ProtoEach action passes the same permission and policy checks as if you did it directly.
Background tasks and bulk jobsThey never get more access than the conversation that started them.
RoutinesThey run unattended within the permissions they were set up with. If something is missing, they stop and report it rather than expanding their own access.
ERP•AI access changesManaging roles, user access and invitations needs Allow sensitive ERP•AI actions, and deletions need Allow ERP•AI deletion, both in Settings → Security.

Your ERP•AI role still applies

Proto can only do what your ERP•AI account is allowed to do. If you can’t edit a table, Proto can’t either.

PreviousWhat Proto will never do Next When an action is blocked

Related articles

Security, browser and other settings Some settings control what Proto is allowed to do. You change these yourself in Settings (⌘ , or /settings).What Proto will never do Proto has built-in safety limits. They apply in every mode, including Uninterrupted mode, and no setting can turn them off.Roles, permissions and invitations Proto can audit who has access to what, create roles, restrict tables and invite people, once you allow it in Settings.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI
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