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Permission Finder
Part of the MountDev Ops Workspace documentation. Updated November 6, 2026
MountDev Ops Workspace documentation | Updated November 6, 2026
To do something through a connection, find the task below and ask for the permission id next to it. Build the connection request link from those ids. Every permission is one action in one app, and there is no option that grants every permission.
The link format is https://<workspace>/account/connect?name=<Name>&grant=<permission id>,<permission id>.
| To do this | App | Level | Permission id |
|---|---|---|---|
| Add a custom domain to a website | Websites | Write | sites.domain_add |
| Add a note to a chat for the team | Chat | Write | chat.note |
| Add a note to a project or a task | Projects | Write | projects.notes.add |
| Add a page, post, or doc, or change one | Websites | Write | sites.page_save |
| Add a record | Workspace | Write | core.records.create |
| Add a redirect, or change one | Websites | Write | sites.redirect_save |
| Add a report, or change one | Workspace | Write | core.reports_save |
| Add a theme, or change one | Websites | Write | sites.theme_save |
| Add a website, or change one | Websites | Write | sites.site_save |
| Add an action item to a meeting | Meetings | Write | meetings.item.add |
| Add an internal note to a ticket | Helpdesk | Write | helpdesk.note |
| Add or change a pipeline | CRM | Write | crm.pipelines.save |
| Add or change a saved filter or list | Campaigns | Write | campaigns.audiences.save |
| Add or change a saved report | CRM | Write | crm.reports.save |
| Add or change a workflow | Workflows | Write | workflows.save |
| Add or change an automation rule | CRM | Write | crm.rules.save |
| Add people to a list | Campaigns | Write | campaigns.lists.add |
| Bring in vendor program commissions from a file or a connected system | Partners | Write | partners.vendor.import |
| Change a proposal's draft: its sections, lines, notes, client, and dates | Proposals | Write | proposals.draft.save |
| Change a record | Workspace | Write | core.records.update |
| Change a ticket's status (Waiting on Us opens again on its own two business days later) | Helpdesk | Write | helpdesk.status |
| Change a time entry | Workspace | Write | core.time.change |
| Check a record for likely duplicates | CRM | Read | crm.duplicates.check |
| Copy a campaign into a new draft | Campaigns | Write | campaigns.duplicate |
| Count the open tickets linked to projects | Helpdesk | Read | helpdesk.project.counts |
| Count the partner and affiliate applications waiting for review | Partners | Read | partners.applications.waiting |
| Create a project from a ticket and link the ticket to it | Helpdesk | Write | helpdesk.project.create |
| Delete a record | Workspace | Delete | core.records.delete |
| Download one table of a report as a spreadsheet | Workspace | Write | core.reports_csv |
| Find a client record to make a report for | Workspace | Read | core.reports_clients |
| Find a company by the id it had in the system it was brought in from | CRM | Read | crm.company.find |
| Find files to attach | Workspace | Read | core.files.find |
| Find likely duplicates in a module | CRM | Read | crm.duplicates.scan |
| Find projects and tasks to link a ticket to | Helpdesk | Read | helpdesk.link.options |
| Find the record a number belongs to, including a number it had before | Workspace | Read | core.numbering.find |
| Find tickets that look like the same conversation, to merge | Helpdesk | Read | helpdesk.merge.suggest |
| Find tickets to link to a project | Helpdesk | Read | helpdesk.project.find_tickets |
| Give a record to another person | Workspace | Write | core.records.set_owner |
| Go back to an earlier version of a website | Websites | Write | sites.rollback |
| Link a meeting to a project | Meetings | Write | meetings.project.link |
| Link a ticket to a project or one of its tasks (beside any projects it links to) | Helpdesk | Write | helpdesk.link.set |
| List records | Workspace | Read | core.records.list |
| List what a link field can point to | Workspace | Read | core.records.choices |
| Log time on a record | Workspace | Write | core.time.log |
| Look up whether an address may be emailed, and why | Campaigns | Read | campaigns.consent.status |
| Make a pipeline the default | CRM | Write | crm.pipelines.default |
| Mark a task done or open | CRM | Write | crm.tasks.done |
| Mark an action item done or open | Meetings | Write | meetings.item.status |
| Mark your Helpdesk notifications read, for one ticket or all | Helpdesk | Write | helpdesk.notices.read |
| Merge tickets into one | Helpdesk | Write | helpdesk.merge |
| Move a client message to a new ticket | Helpdesk | Write | helpdesk.split |
| Move a deal to another stage | CRM | Write | crm.deals.move |
| Move a task to another status | Projects | Write | projects.tasks.status |
| Move tickets to another support address | Helpdesk | Write | helpdesk.ticket.move |
| Open a folder | Files | Read | files.browse |
| Open a folder Files keeps for your records | Files | Read | files.organized |
| Open a record | Workspace | Read | core.records.get |
| Open one report with its blocks | Workspace | Read | core.reports_get |
| Open one workflow with its steps | Workflows | Read | workflows.get |
| Open the workspace home | Workspace | Read | core.home |
| Post the chat assistant's answer in a conversation | Channels | Write | channels.assistant.post |
| Preview a website's working copy | Websites | Read | sites.preview |
| Preview, bring in, or check a website's content from a file | Websites | Write | sites.content_import |
| Publish a website | Websites | Write | sites.publish |
| Put an address on the suppression list | Campaigns | Write | campaigns.suppress |
| Put time entries on a record | Workspace | Write | core.time.assign |
| Remove a menu, or bring it back | Websites | Delete | sites.menu_remove |
| Remove a page, post, or doc, or bring it back | Websites | Delete | sites.page_remove |
| Remove a picture from a website, or bring it back | Websites | Delete | sites.asset_remove |
| Remove a redirect, or bring it back | Websites | Delete | sites.redirect_remove |
| Remove a theme | Websites | Delete | sites.theme_remove |
| Remove a website you build, or bring it back | Websites | Delete | sites.site_remove |
| Rename a file | Workspace | Write | core.files.rename |
| Run a report and see its page | Workspace | Write | core.reports_run |
| Run a report before saving it | CRM | Read | crm.reports.preview |
| Run a saved report | CRM | Read | crm.reports.run |
| Save a meeting's agenda, notes, decisions, or summary | Meetings | Write | meetings.notes.save |
| Save a menu | Websites | Write | sites.menu_save |
| Search every app in the workspace | Workspace | Read | core.search |
| Search folders and files by name | Files | Read | files.search |
| See a campaign: its email, who it goes to, and what still has to be done | Campaigns | Read | campaigns.get |
| See a campaign's results and each person's email | Campaigns | Read | campaigns.results |
| See a chat and its messages | Chat | Read | chat.conversation.get |
| See a company at a glance: its project manager, monthly value, services, websites, people, open projects, and open tickets | CRM | Read | crm.company |
| See a company's cancellation: when service ends, why, and each step taken | CRM | Read | crm.account.cancellation |
| See a contract, its signers, and its audit trail | Contracts | Read | contracts.get |
| See a form, its fields, and its embed code | Forms | Read | forms.get |
| See a meeting with its attendees, action items, recordings, and transcripts | Meetings | Read | meetings.meeting.get |
| See a meeting's summary email before it is sent | Meetings | Read | meetings.summary.preview |
| See a partner with their link, referrals, commissions, and payouts | Partners | Read | partners.partner.get |
| See a project with its tasks and time | Projects | Read | projects.project.get |
| See a proposal with its versions, the client's answer, and its activity | Proposals | Read | proposals.get |
| See a record’s calculated numbers | CRM | Read | crm.summary |
| See a record's files | Workspace | Read | core.files.list |
| See a record's history | Workspace | Read | core.records.history |
| See a record’s timeline and linked records | CRM | Read | crm.timeline |
| See a submission with its answers and where it went | Forms | Read | forms.submission.get |
| See a ticket and its conversation | Helpdesk | Read | helpdesk.ticket.get |
| See a website at a glance: its status, its company, and every service on it and whether it is on, ending, or ended | CRM | Read | crm.website |
| See a website's history | Websites | Read | sites.version_list |
| See a website's menus | Websites | Read | sites.menu_list |
| See a website's pages, posts, and docs | Websites | Read | sites.page_list |
| See a website's pictures | Websites | Read | sites.asset_list |
| See a website's redirects | Websites | Read | sites.redirect_list |
| See a week of time across every app | Workspace | Read | core.time.week |
| See bookings | Meetings | Read | meetings.sched.bookings |
| See Chat Settings | Chat | Read | chat.settings.get |
| See Contracts Settings | Contracts | Read | contracts.settings.get |
| See CRM Settings | CRM | Read | crm.settings.get |
| See Forms Settings | Forms | Read | forms.settings.get |
| See Helpdesk Settings and addresses | Helpdesk | Read | helpdesk.settings.get |
| See how a module's records are numbered | Workspace | Read | core.numbering.module |
| See how the partner program is doing | Partners | Read | partners.overview |
| See how the update of existing records is going, or how the last one went | Workspace | Read | core.numbering.job |
| See Meetings Settings | Meetings | Read | meetings.settings.get |
| See my running timer | Workspace | Read | core.time.timer |
| See one page, post, or doc | Websites | Read | sites.page_get |
| See one vendor program's commissions, transactions, and subscriptions, with totals by month | Partners | Read | partners.vendor.get |
| See one website you build | Websites | Read | sites.site_get |
| See partner payouts: payout setup, what is owed, payouts to send, and every transfer | Partners | Read | partners.payouts.overview |
| See Projects Settings | Projects | Read | projects.settings.get |
| See Proposal Settings, the payment schedule, and the signing wording | Proposals | Read | proposals.settings.get |
| See the actions this account can add to a workflow | Workflows | Read | workflows.catalog |
| See the apps you can add | Workspace | Read | core.apps.list |
| See the Automated Senders list (senders whose email is filed Closed, out of the ticket queue) | Helpdesk | Read | helpdesk.automated.list |
| See the automation rules and what they did | CRM | Read | crm.rules.list |
| See the calendar | CRM | Read | crm.calendar |
| See the campaigns | Campaigns | Read | campaigns.list |
| See the Cancellation Email and where cancellations are sent | CRM | Read | crm.cancel.settings.get |
| See the Company Code and how each kind of record is numbered | Workspace | Read | core.numbering.get |
| See the company's business hours and closed dates | Workspace | Read | core.hours.get |
| See the company's name, logo, and postal address | Workspace | Read | core.company.get |
| See the Consent page: the wording people attest to, how many people agreed, and the attestations kept | Campaigns | Read | campaigns.consent.info |
| See the Contracts Overview page: out for signature, coming up, signed, and drafts | Contracts | Read | contracts.overview |
| See the CRM home page | CRM | Read | crm.home |
| See the data a report can be built on | Workspace | Read | core.reports_sources |
| See the deals board | CRM | Read | crm.board |
| See the email addresses with automatic replies off (No Automatic Replies) | Helpdesk | Read | helpdesk.quiet.list |
| See the emails Contracts sent or is waiting to send | Contracts | Read | contracts.emails.list |
| See the fields and signer roles a template asks for | Contracts | Read | contracts.template.get |
| See the forms and recent submissions | Forms | Read | forms.list |
| See the groups of people in this workspace, and who is in each | Workspace | Read | core.groups.list |
| See the Inbox: tickets by tab, newest activity first, with each tab's count | Helpdesk | Read | helpdesk.tickets.inbox |
| See the list of projects | Projects | Read | projects.list |
| See the modules and their fields | Workspace | Read | core.modules.list |
| See the numbers a record had before | Workspace | Read | core.numbering.previous |
| See the open times of a meeting type | Meetings | Read | meetings.sched.preview |
| See the order a module's list starts in | Workspace | Read | core.records.sort.get |
| See the partner tiers and which partners are in each | Partners | Read | partners.tiers.list |
| See the people in this workspace | Workspace | Read | core.people.list |
| See the pipelines and their stages | CRM | Read | crm.pipelines.list |
| See the projects and tasks time can be logged to | Projects | Read | projects.time.targets |
| See the Projects home page | Projects | Read | projects.home |
| See the proposals | Proposals | Read | proposals.list |
| See the reports and the templates to start from | Workspace | Read | core.reports_list |
| See the runs and what each step did | Workflows | Read | workflows.runs |
| See the saved filters and lists | Campaigns | Read | campaigns.audiences.list |
| See the saved reports | CRM | Read | crm.reports.list |
| See the sections library and the products and prices a proposal can use | Proposals | Read | proposals.catalog |
| See the themes | Websites | Read | sites.theme_list |
| See the tickets linked to a project | Helpdesk | Read | helpdesk.project.tickets |
| See the time on a record | Workspace | Read | core.time.list |
| See the vendor programs you belong to and what each one paid you | Partners | Read | partners.vendor.list |
| See the websites you build | Websites | Read | sites.site_list |
| See the white-label brand a client company's emails use | Partners | Read | partners.brand.for |
| See the workflows | Workflows | Read | workflows.list |
| See this month's usage | Workspace | Read | core.usage |
| See time that is not on a record yet | Workspace | Read | core.time.unassigned |
| See upcoming or past meetings | Meetings | Read | meetings.home |
| See what a new project made from a ticket starts with | Helpdesk | Read | helpdesk.project.draft |
| See what the weekly checks found, with the evidence | Partners | Read | partners.flags.list |
| See where a file is | Workspace | Read | core.files.places |
| See whether a CRM contact gets automatic replies from Helpdesk | Helpdesk | Read | helpdesk.quiet.contact |
| See whether a video meeting is on and recorded | Meetings | Read | meetings.video.state |
| See which connected vendor programs are waiting for a sync | Partners | Read | partners.vendor.requests |
| See white-label brands, the clients each one reaches, and where they show | Partners | Read | partners.brands.list |
| See who a campaign, saved filter, or list would email now, and who is left out and why | Campaigns | Read | campaigns.audience.preview |
| See who is on a list, and find people to add | Campaigns | Read | campaigns.lists.people |
| See who is online and the open chats | Chat | Read | chat.home |
| See who sees prices, and whether you do | Workspace | Read | core.prices.get |
| See working hours, date overrides, and time off | Meetings | Read | meetings.sched.availability.get |
| See your Helpdesk notifications: new tickets, client replies, and tickets assigned to you or your groups | Helpdesk | Read | helpdesk.notices.list |
| Set a website's status: Active, Inactive, or Canceled | CRM | Write | crm.websites.status |
| Set who signs a draft contract, in order | Contracts | Write | contracts.signers.save |
| Show how one of the chat assistant's buttons ended | Channels | Write | channels.assistant.button |
| Show or copy a saved login password | Workspace | Read | core.records.login.reveal |
| Start a new version of a proposal | Proposals | Write | proposals.revise |
| Start a proposal | Proposals | Write | proposals.create |
| Start a report from a template | Workspace | Write | core.reports_start |
| Start a timer on a record | Workspace | Write | core.time.start |
| Start the renewal of a signed contract as a new draft | Contracts | Write | contracts.renew |
| Stop daily follow-ups on a ticket | Helpdesk | Write | helpdesk.daily.stop |
| Stop my timer and log its time | Workspace | Write | core.time.stop |
| Stop my timer without logging it | Workspace | Delete | core.time.discard |
| Take a custom domain away from a website | Websites | Delete | sites.domain_remove |
| Take people off a list | Campaigns | Delete | campaigns.lists.remove |
| Tell Suggested Replies what another system knows about a client: automated emails sent, services, incidents, recent work, or billing notes | Helpdesk | Write | helpdesk.context.put |
| Test a workflow without running it | Workflows | Read | workflows.test |
| Turn a chat into a CRM lead | Chat | Write | chat.lead |
| Turn a chat into a Helpdesk ticket | Chat | Write | chat.ticket |
| Turn a lead into a customer | CRM | Write | crm.leads.convert |
| Turn a workflow on or off | Workflows | Write | workflows.enable |
| Turn an automation rule on or off | CRM | Write | crm.rules.state |
| Turn off a shared file's link | Helpdesk | Write | helpdesk.share.off |
| Turn off an upload link | Helpdesk | Write | helpdesk.upload.off |
| Undo a reply before it goes out | Helpdesk | Write | helpdesk.reply.undo |
| Undo a summary before it goes out | Meetings | Write | meetings.summary.undo |
| Undo merging a ticket | Helpdesk | Write | helpdesk.merge.undo |
| Unlink a project from a ticket (or every project) | Helpdesk | Delete | helpdesk.link.remove |
| Use a picture from Files on a website | Websites | Write | sites.asset_add |
| Withdraw an address's consent | Campaigns | Write | campaigns.consent.withdraw |
| Write or change a draft campaign | Campaigns | Write | campaigns.save |