Captura Workflow Permissions
One Source of Truth for Access, Control, and Confidence
This Permissions Matrix is the single source of truth for understanding user access inside Captura Workflow, the heart of the Captura connected ecosystem.
It’s designed to help studio owners, admins, and operators clearly understand:
What each role can see
What they can create or change
What actions require full administrative control
Use this matrix as a training reference, onboarding tool, and troubleshooting guide.
How to Read This Matrix
Permission Levels
View → Can see data or tabs, but cannot make changes
Add / Edit → Standard operator access; can create records, update data, and move work forward
Delete / Full Access → Administrative control; can remove records or change system-wide settings
Why this matters
Clear permission boundaries protect data integrity, reduce mistakes, and keep teams moving without constant admin intervention.
Permissions Matrix — Captura Workflow
Setup & Configuration
Feature / Module | View | Add / Edit | Delete / Full Access |
|---|---|---|---|
Jobs | Search & view jobs | Create new jobs | Delete assigned jobs |
Job Settings | View IDs & templates | Modify job logic | Full settings control |
Organizations | View organization details | Manage contacts | Delete organization records |
Price Sheets | View pricing & packages | Edit packages | Full catalog admin |
Shopping Cart | View cart setup | Edit cart templates | Delete templates |
Capture & Production
Feature / Module | View | Add / Edit | Delete / Full Access |
|---|---|---|---|
Subject Data | View subject records | Create / edit subjects | Delete subject data |
Images | View Focus-view | Upload / replace images | Delete images |
Job Orders | Track order status | Modify order details | Cancel orders |
Export Tools | Access export tab | Create custom exports | Delete export configurations |
Smart Sort / Tag | Open tools | Execute workflows | Delete smart tags |
Launch & Fulfillment
Feature / Module | View | Add / Edit | Delete / Full Access |
|---|---|---|---|
Release Orders | View held orders | Send orders to lab | Admin override |
Studio Orders | Dashboard view | Manage transactions | Process refunds |
Image / Print Services | Monitor progress | Execute fulfillment | Full service admin |
Job Status | View stage | Advance status | Override / reset |
Admin & Marketing
Feature / Module | View | Add / Edit | Delete / Full Access |
|---|---|---|---|
User Management | View user list | Create / edit users | Delete / deactivate users |
Account Preferences | View studio settings | Edit app settings | Full account admin |
Finance & Metrics | View revenue & stats | — | Full financial access |
Marketing Campaigns | View campaigns | Edit campaigns | Approve & launch |
Job Importer | Bulk import access | Mass create jobs | Mass delete / reset |
Understanding Permission Dependencies
Foundation Rule
To access Subject Data or Images, a user must have at least View access to Jobs.
Why this matters
Jobs are the backbone of Workflow. Without job visibility, downstream data can’t be safely accessed.
Recommended Permission Standards
Operator Standard
Add / Edit: Jobs, Subject Data, Images
View: Orders, Exports
This ensures operators can complete daily work without elevated risk.
Lead / Manager Standard
All Operator permissions
Add / Edit: Marketing campaigns
Add / Edit: Release orders
This supports decision-making without full admin exposure.
Admin Standard
Add / Edit: Account Preferences
Add / Edit: User Management
Full Access where system-wide changes are required
Why this matters
Aligning permissions to responsibility prevents both bottlenecks and costly mistakes.
Operator Troubleshooting Guide
“The tab is missing.”
→ Your permission level is set to None.
“I can see it but can’t click it.”
→ Your permission is set to View only.
“I can’t delete a mistake.”
→ You have Add / Edit access, but not Delete access. Contact your Workflow Admin.
Final Guidance
Permissions are not about restriction—they’re about clarity and trust.
When roles are clearly defined:
Operators move faster
Admins spend less time fixing errors
Studios protect data, revenue, and reputation
Set permissions intentionally, revisit them as teams grow, and use this matrix as your shared reference point.
That’s how Workflow stays efficient, secure, and scalable—together.