[Permissions] Project Manager is unable to invite a Client from "Invite User"

Description

When a Project Manager attempts to invite a Client from the "Invite User" option, the invitation process fails after selecting the Client role and clicking the "Invite" CTA.

The system displays the following error message:

"You do not have permission to access this resource."

Steps to Reproduce

  1. Login to the agency with a Project Manager account.
  2. Navigate to the "Invite User" option.
  3. Enter the required details for the user.
  4. Select Client as the user role.
  5. Click on the "Invite" CTA.
  6. Observe the error message displayed.

Test Data

  • User Role: Project Manager
  • Invited User Role: Client
  • Action: Invite User

Actual Result

The invitation fails and the following error message is displayed:

"You do not have permission to access this resource."

The Client invitation is not successfully sent.

Expected Result

The Project Manager should be able to invite a Client if the role-permission matrix grants Client invitation permission to the Project Manager.

If the Project Manager is not authorized to invite Clients, the "Invite User" functionality/Client role selection should be restricted or clearly indicate that the action is not permitted, rather than allowing the user to proceed and returning an authorization error.

Attachments
https://jam.dev/c/2eb969f9-c51b-46d5-b295-555810bd9919

Severity

High

Environment

  • Role: Project Manager
  • Module: User/Team Management
  • Action: Invite User
  • Invited Role: Client
  • Environment: UAT

Details

Key

PX-6635

Type / Priority

Status

To Do

Sprint

Sprint 31

Epic

Roles & Permission

Assignee

Kishan Vadukul

Reporter

Jasleen Kaur

Project

Pixally CRM

FRD

QA Status

—

Created

9/25/2026, 11:03:56 AM

Updated

9/25/2026, 11:08:37 AM

Last synced

9/25/2026, 11:08:37 AM
QA Test Cases

No test cases generated yet.

Failures & Comments (0)

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