Setting up account licenses and permissions

Product licenses determine what features you have access to, and permissions limit what actions you can perform and what data you can work with. Both are assigned to user accounts in user profiles.

License and permission limits apply to both the Polaris PSA application and the API.

For example, if a user has permission to edit projects as a project manager in the PSA web and mobile apps, they’ll also be able to call operations that edit timesheets in custom apps that use their credentials.

To help avoid permission-related errors, we recommend you set up a separate account used solely for developing custom applications. In this account:

• Check that all licenses you require are assigned.
• Enable all roles and permissions for the system. You probably won’t need all of them, but this ensures you’ll have everything you need, while simplifying setup. You’ll need Integration Settings permission to access the API.