> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Other & Uncategorised permissions catalog

> Every checkbox on the role editor's Other and Uncategorised module groups, in plain English.

When you edit a role under **Settings → Access → Roles & Permissions**, the module list is grouped into sections — Payroll, HR, Accounting, CRM, and so on. Two of those sections aren't tied to a single feature area: **Other** is a small group of general-purpose platform modules that don't fit anywhere more specific, and **Uncategorised** is a catch-all for anything the grouping logic couldn't place at all. This page lists every checkbox in both, in the order they appear, with a plain description of what turning it on lets someone do.

Every module on this page uses the platform's default five checkboxes: **Add** (create new), **Edit** (change existing), **Delete** (remove), **View** (see it), **View All** (see everyone's, not just your own) — none of these modules have their own custom action set.

**Where to manage this:** Settings → Access → Roles & Permissions.

***

## Other

The **Other** group catches general platform modules — things like notices, files, reports, and the dashboard — that are too small or too generic to deserve their own named group. There are **10 modules and 50 checkboxes** in this group.

***

### 1. Analytics Reports

Pre-built analytical/statistical reports, as distinct from the ad-hoc report list below and from the Report Templates module.

| Checkbox     | What it does                                                  |
| ------------ | ------------------------------------------------------------- |
| **Add**      | Create a new analytics report definition.                     |
| **Edit**     | Change an existing one.                                       |
| **Delete**   | Remove one.                                                   |
| **View**     | Open and run analytics reports.                               |
| **View All** | See analytics reports created by everyone, not just your own. |

***

### 2. Appointments

The general-purpose appointment/visit booking module. This is separate from the appointment-booking screens inside individual vertical products (for example, Health360 and Salon360 each have their own Appointments module with its own permission).

| Checkbox     | What it does                                    |
| ------------ | ----------------------------------------------- |
| **Add**      | Book a new appointment.                         |
| **Edit**     | Change an existing appointment.                 |
| **Delete**   | Cancel/remove an appointment.                   |
| **View**     | See appointments.                               |
| **View All** | See everyone's appointments, not just your own. |

***

### 3. Dashboard

The general platform summary screen shown after logging in — separate from any vertical product's own dashboard (Sacco360 Dashboard, Retail Dashboard, etc. are each their own module with their own permission).

| Checkbox     | What it does                                                                                                                  |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------- |
| **Add**      | Not typically used — the dashboard isn't something you "create" — but the checkbox exists as part of the standard action set. |
| **Edit**     | Access admin-level dashboard actions, beyond just looking at it.                                                              |
| **Delete**   | Not typically used, for the same reason as Add.                                                                               |
| **View**     | See the dashboard.                                                                                                            |
| **View All** | See dashboard data across the whole organisation, not just your own scope.                                                    |

***

### 4. Files

The general-purpose file manager and document storage used across the platform for uploads and attachments.

| Checkbox     | What it does                                 |
| ------------ | -------------------------------------------- |
| **Add**      | Upload a new file.                           |
| **Edit**     | Rename or update an existing file's details. |
| **Delete**   | Remove a file.                               |
| **View**     | Browse and open files.                       |
| **View All** | See every file, not just ones you uploaded.  |

***

### 5. Notices

The general notice/announcement board.

| Checkbox     | What it does                                                       |
| ------------ | ------------------------------------------------------------------ |
| **Add**      | Post a new notice.                                                 |
| **Edit**     | Change an existing notice.                                         |
| **Delete**   | Remove a notice.                                                   |
| **View**     | Read notices.                                                      |
| **View All** | See notices outside your own scope, not just ones targeted at you. |

***

### 6. Report Templates

Saved report layouts/setups that the Reports module (below) runs against.

| Checkbox     | What it does                                          |
| ------------ | ----------------------------------------------------- |
| **Add**      | Create a new report template.                         |
| **Edit**     | Change an existing template.                          |
| **Delete**   | Remove a template.                                    |
| **View**     | See available templates.                              |
| **View All** | See templates created by everyone, not just your own. |

***

### 7. Reports

The general ad-hoc reporting module — separate from Report Templates (the saved setups) and Analytics Reports (the pre-built analytical reports).

| Checkbox     | What it does                                        |
| ------------ | --------------------------------------------------- |
| **Add**      | Create/generate a new report.                       |
| **Edit**     | Change a report's parameters or save changes to it. |
| **Delete**   | Remove a report.                                    |
| **View**     | Open and run reports.                               |
| **View All** | See reports run by everyone, not just your own.     |

***

### 8. School Events

Calendar events at the school level — assemblies, sports days, and similar.

| Checkbox     | What it does                                                      |
| ------------ | ----------------------------------------------------------------- |
| **Add**      | Create a new school event.                                        |
| **Edit**     | Change an existing event.                                         |
| **Delete**   | Remove an event.                                                  |
| **View**     | See the events calendar.                                          |
| **View All** | See events across the whole school, not just ones you're tied to. |

***

### 9. Subjects

The subject catalog — kept separate from the Offerings/Subjects module under Academics, which handles how subjects are actually delivered to classes.

| Checkbox     | What it does                                             |
| ------------ | -------------------------------------------------------- |
| **Add**      | Add a new subject to the catalog.                        |
| **Edit**     | Change a subject's details.                              |
| **Delete**   | Remove a subject.                                        |
| **View**     | See the subject list.                                    |
| **View All** | See every subject, not just ones in your own department. |

***

### 10. Visitors

The front-desk visitor log.

| Checkbox     | What it does                                                         |
| ------------ | -------------------------------------------------------------------- |
| **Add**      | Log a new visitor.                                                   |
| **Edit**     | Change a visitor record — e.g. sign them out.                        |
| **Delete**   | Remove a visitor record.                                             |
| **View**     | See the visitor log.                                                 |
| **View All** | See visitor records across the whole site, not just ones you logged. |

***

## Uncategorised

> **Scope note:** In the real role editor, "Uncategorised" is a catch-all for **every** module that doesn't match any of the \~20 named group patterns. Because most of Hitaji 360's vertical products — **Health360, Retail360, Salon360, Law360, Faith360, Agri360, PDM360, Usalama360, Laundromat360, Build360, TransformAfrica**, and most of **Edu360/school management** — use module-key prefixes the grouping logic doesn't recognize, all of their modules technically land in Uncategorised too. That's a long list (well over 100 checkboxes) and out of scope for this catalog, which — like the Payroll, HR, Accounting, and CRM permission pages — only covers the shared/ERP/platform layer. If you need a permissions reference for a specific vertical product, that belongs on its own dedicated page. Below are only the modules in Uncategorised that are genuinely shared, cross-product platform modules.

There are **6 modules and 30 checkboxes** documented here.

***

### 1. Form Responses

The submitted responses to Hitaji Forms (below) — kept as its own permission so viewing/exporting responses can be granted separately from managing the forms themselves.

| Checkbox     | What it does                                                                                                                                                 |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Add**      | Not typically used directly — responses are normally created by the person filling in the form — but the checkbox exists as part of the standard action set. |
| **Edit**     | Change a submitted response.                                                                                                                                 |
| **Delete**   | Remove a response.                                                                                                                                           |
| **View**     | See submitted responses.                                                                                                                                     |
| **View All** | See every response, not just ones tied to forms you created.                                                                                                 |

***

### 2. Hitaji Forms

A general-purpose, Google-Forms-like form builder available to every organisation regardless of which vertical products they've subscribed to.

| Checkbox     | What it does                                      |
| ------------ | ------------------------------------------------- |
| **Add**      | Create a new form.                                |
| **Edit**     | Change an existing form's questions and settings. |
| **Delete**   | Remove a form.                                    |
| **View**     | See and open forms.                               |
| **View All** | See forms created by everyone, not just your own. |

***

### 3. Hitaji Brain

The platform's AI assistant, available across products.

| Checkbox     | What it does                                                                                                                          |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Add**      | Start a new AI chat/conversation.                                                                                                     |
| **Edit**     | Not typically used — conversations aren't usually edited after the fact — but the checkbox exists as part of the standard action set. |
| **Delete**   | Delete a conversation.                                                                                                                |
| **View**     | Open and read AI conversations.                                                                                                       |
| **View All** | See conversations belonging to everyone, not just your own.                                                                           |

***

### 4. M\&E Progress Reports

Progress reports for Monitoring & Evaluation (M\&E) programs — likely to be used by NGO/nonprofit-leaning organisations tracking results against a program's indicators.

| Checkbox     | What it does                                              |
| ------------ | --------------------------------------------------------- |
| **Add**      | Submit a new progress report.                             |
| **Edit**     | Change a report.                                          |
| **Delete**   | Remove a report.                                          |
| **View**     | Read progress reports.                                    |
| **View All** | See every program's reports, not just ones you submitted. |

> **Note:** There's no separate Approve action for this module — **Edit** is also the approve-and-publish authority for M\&E progress reports. Granting Edit to a reviewer grants publish rights too.

***

### 5. Organization Structure

The org-chart editor — but it's more than that. This same permission also drives who the approval-workflow engine treats as the approver for a given position, and Accounting uses this structure to map cost centers. Changing something here can silently affect approval routing and financial reporting elsewhere in the platform.

| Checkbox     | What it does                                                                                                  |
| ------------ | ------------------------------------------------------------------------------------------------------------- |
| **Add**      | Add a position or unit to the org structure.                                                                  |
| **Edit**     | Change an existing position or unit — including, indirectly, who approvals route to and how cost centers map. |
| **Delete**   | Remove a position or unit.                                                                                    |
| **View**     | See the org structure.                                                                                        |
| **View All** | See the full structure across the organisation, not just your own branch.                                     |

***

### 6. Stock Audit

Physical stock-count/reconciliation, shared across every product that carries inventory (Retail360, Health360, and others) so the permission survives regardless of which of those products a tenant has subscribed to.

| Checkbox     | What it does                                              |
| ------------ | --------------------------------------------------------- |
| **Add**      | Start a new stock audit/count.                            |
| **Edit**     | Record counted quantities or adjust an in-progress audit. |
| **Delete**   | Remove an audit.                                          |
| **View**     | See stock audits and their results.                       |
| **View All** | See audits run by everyone, not just your own.            |

***

## Related

* [SACCO roles & permissions catalog](/sacco/user/settings/roles-and-permissions) — the same kind of checkbox-by-checkbox catalog, for the Sacco360 module group.
