Frappe Permissions

SkillSecurity

Use when implementing the Frappe/ERPNext permission system. Covers roles, user permissions, perm levels, data masking, and permission hooks for v14/v15/v16. Prevents common access control mistakes and security issues. Keywords: permissions, roles, user permissions, perm levels, data masking,, restrict records, who can see what, department access, row-level, user cannot see document, access denied. access control, security, has_permission.

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The instructions your AI receives, as published by impertio-studio/frappe_claude_skill_package in skills/source/core/frappe-core-permissions/SKILL.md and read by ahel’s review.

Deterministic patterns for the five-layer Frappe permission system.


Permission Layers

LayerControlsConfigured ViaVersion
Role PermissionsWhat users CAN doDocType permissions tableAll
User PermissionsWHICH records users seeUser Permission DocTypeAll
Perm LevelsWHICH fields users see/editField permlevel propertyAll
Permission HooksCustom deny logichooks.pyAll
Data MaskingMasked field valuesField mask property[v16+]

Decision Tree

Need to control access?
├── Who can Create/Read/Write/Delete a DocType? → Role Permissions
├── Which specific records can a user see? → User Permissions
├── Which fields should be hidden? → Perm Levels (permlevel 1+)
├── Which fields show masked values? → Data Masking [v16+]
├── Custom runtime deny logic? → has_permission hook
├── Filter list queries dynamically? → permission_query_conditions hook
└── Share one document with one user? → frappe.share

Checking permissions in code?
├── Before action → frappe.has_permission() or doc.has_permission()
├── Raise on denial → doc.check_permission() or throw=True
├── System bypass → doc.flags.ignore_permissions = True (ALWAYS document why)
└── List query → ALWAYS use frappe.get_list() for user-facing data

Permission Types

TypeAPI CheckApplies To
readfrappe.has_permission(dt, "read")All DocTypes
writefrappe.has_permission(dt, "write")All DocTypes
createfrappe.has_permission(dt, "create")All DocTypes
deletefrappe.has_permission(dt, "delete")All DocTypes
submitfrappe.has_permission(dt, "submit")Submittable only
cancelfrappe.has_permission(dt, "cancel")Submittable only
amendfrappe.has_permission(dt, "amend")Submittable only
selectfrappe.has_permission(dt, "select")Link fields [v14+]
reportN/AReport Builder access
exportN/AExcel/CSV export
importN/AData Import Tool
shareN/AShare with other users
printN/APrint/PDF generation
emailN/ASend email
maskRole permission for unmasked viewData Masking [v16+]

Automatic Roles

RoleAssigned ToNotes
GuestEveryone (including anonymous)Public pages
AllAll registered usersBasic authenticated access
AdministratorOnly the Administrator userALWAYS has all permissions
Desk UserSystem Users only[v15+]

Essential API

Check Permission

# DocType-level
frappe.has_permission("Sales Order", "write")

# Document-level (by name or object)
frappe.has_permission("Sales Order", "write", "SO-00001")
frappe.has_permission("Sales Order", "write", doc=doc)

# For specific user
frappe.has_permission("Sales Order", "read", user="john@example.com")

# Throw on denial
frappe.has_permission("Sales Order", "delete", throw=True)

# Debug mode — prints evaluation steps
frappe.has_permission("Sales Order", "read", debug=True)
print(frappe.local.permission_debug_log)

Document Instance Methods

doc = frappe.get_doc("Sales Order", "SO-00001")

# Returns bool
if doc.has_permission("write"):
    doc.status = "Approved"
    doc.save()

# Raises frappe.PermissionError if denied
doc.check_permission("write")

Get Effective Permissions

from frappe.permissions import get_doc_permissions

perms = get_doc_permissions(doc)
# {'read': 1, 'write': 1, 'create': 0, 'delete': 0, ...}

perms = get_doc_permissions(doc, user="john@example.com")

User Permissions (Record-Level)

Restrict users to specific Link field values (e.g., specific Company, Territory).

from frappe.permissions import add_user_permission, remove_user_permission

# Restrict user to one company
add_user_permission(
    doctype="Company",
    name="My Company",
    user="john@example.com",
    is_default=1,            # auto-fill in new documents
    applicable_for="Sales Order"  # only for this DocType (optional)
)

# Remove restriction
remove_user_permission("Company", "My Company", "john@example.com")

# Query current restrictions
from frappe.permissions import get_user_permissions
perms = get_user_permissions("john@example.com")
# {"Company": [{"doc": "My Company", "is_default": 1}], ...}

Sharing (Document-Level)

Grant access to a single document for a specific user.

from frappe.share import add as add_share, remove as remove_share

add_share("Sales Order", "SO-00001", "jane@example.com",
          read=1, write=1, share=0, notify=1)

remove_share("Sales Order", "SO-00001", "jane@example.com")

# Share with everyone
add_share("Sales Order", "SO-00001", everyone=1, read=1)

Field-Level Permissions (Perm Levels)

Group fields by permlevel (0-9). Level 0 MUST be granted before higher levels.

{
  "fields": [
    {"fieldname": "employee_name", "permlevel": 0},
    {"fieldname": "salary",        "permlevel": 1}
  ],
  "permissions": [
    {"role": "Employee",   "permlevel": 0, "read": 1},
    {"role": "HR Manager", "permlevel": 0, "read": 1, "write": 1},
    {"role": "HR Manager", "permlevel": 1, "read": 1, "write": 1}
  ]
}

Rule: Levels do NOT imply hierarchy. Level 2 is not "higher" than level 1. They are independent field groups.


Data Masking [v16+]

Fields with mask=1 show masked values (e.g., ****, +91-811XXXXXXX) to users without mask permission.

{
  "fieldname": "phone_number", "fieldtype": "Data", "mask": 1
}

Grant mask permission to roles that MUST see unmasked values:

{"role": "HR Manager", "permlevel": 0, "read": 1, "mask": 1}

CRITICAL: Data masking does NOT apply to frappe.db.sql() or Query Reports with raw SQL. You MUST mask manually in custom SQL queries.


Permission Hooks

has_permission: Custom Deny Logic

Can only deny access. NEVER returns True to grant. ALWAYS returns None to continue standard checks.

# hooks.py
has_permission = {
    "Sales Order": "myapp.permissions.check_order_permission"
}
# myapp/permissions.py
def check_order_permission(doc, ptype, user):
    if ptype == "write" and doc.docstatus == 2:
        if "Sales Manager" not in frappe.get_roles(user):
            return False
    return None  # ALWAYS return None by default

permission_query_conditions: Filter List Queries

Returns SQL WHERE clause fragment. Only affects get_list(), NOT get_all().

# hooks.py
permission_query_conditions = {
    "Customer": "myapp.permissions.customer_query"
}
def customer_query(user):
    if not user:
        user = frappe.session.user
    if "Sales Manager" in frappe.get_roles(user):
        return ""
    return f"`tabCustomer`.owner = {frappe.db.escape(user)}"

ALWAYS use frappe.db.escape() — NEVER use string concatenation with raw user input.


get_list vs get_all

MethodUser PermissionsQuery HookUse For
frappe.get_list()AppliedAppliedUser-facing queries
frappe.get_all()IgnoredIgnoredSystem/background queries

ALWAYS use get_list() when returning data to users. get_all() bypasses ALL permission filtering.


Common Patterns

Owner-Only Edit

{"role": "Sales User", "read": 1, "write": 1, "create": 1, "if_owner": 1}

Role-Restricted Endpoint

@frappe.whitelist()
def sensitive_action():
    frappe.only_for(["Manager", "Administrator"])
    # Only reaches here if user has one of these roles

Bypass Permissions (Document Why!)

# On document — ALWAYS add a comment explaining the reason
doc.flags.ignore_permissions = True
doc.save()

# On method call
doc.save(ignore_permissions=True)
doc.insert(ignore_permissions=True)

Critical Rules

  1. ALWAYS use frappe.has_permission() — NEVER check roles directly for access control
  2. ALWAYS use frappe.get_list() for user-facing queries — NEVER get_all()
  3. ALWAYS escape SQL in query hooks — frappe.db.escape(user)
  4. ALWAYS prefix table names in query hooks — `tabDocType`.fieldname
  5. ALWAYS return None in has_permission hooks by default — NEVER True
  6. ALWAYS clear cache after permission changes — frappe.clear_cache()
  7. ALWAYS document ignore_permissions usage with a comment
  8. NEVER throw errors in has_permission hooks — return False to deny
  9. NEVER grant permlevel 1+ without granting permlevel 0 first
  10. NEVER assume data masking applies to custom SQL queries [v16+]

Anti-Patterns

Do NOTDo Instead
if "Role" in frappe.get_roles() for accessfrappe.has_permission(dt, ptype)
frappe.get_all() for user queriesfrappe.get_list()
return True in has_permission hookreturn None
f"owner = '{user}'" in SQLf"owner = {frappe.db.escape(user)}"
frappe.throw() in permission hooksreturn False
frappe.db.set_value() for user-facing updatesdoc.save() with permission check
Sensitive data in error messagesGeneric frappe.PermissionError

Version Differences

Featurev14v15v16
select permissionYesYesYes
Desk User roleNoYesYes
Data Masking (mask field)NoNoYes
mask permission typeNoNoYes
Custom Permission TypesNoNoExperimental

Permission Precedence

  1. Administrator — ALWAYS has all permissions (cannot be restricted)
  2. Role Permissions — Based on assigned roles
  3. User Permissions — Restricts to specific document values
  4. has_permission hook — Can only deny (any False = denied)
  5. Sharing — Grants access to shared documents
  6. if_owner — Further restricts to owned documents

Reference Files

FileContents
permission-types-reference.mdAll permission types with options
permission-api-reference.mdComplete API with all signatures
permission-hooks-reference.mdHook patterns and examples
examples.mdWorking implementation examples
anti-patterns.mdCommon mistakes and fixes

Related Skills

  • frappe-core-database — Database operations that respect permissions
  • frappe-core-api — API endpoints with permission checks
  • frappe-syntax-controllers — Controller permission validation
  • frappe-syntax-hooks — Hook configuration patterns

Verified against Frappe docs 2026-03-20 | Frappe v14/v15/v16

Signals

GitHub stars
178
Forks
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Last commit
Jul 2026
Advanced
Catalog kind
skill
Gateway key
frappe-core-permissions
Source
github.com/impertio-studio/frappe_claude_skill_package