Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Describe necessary actions for each role: read, create, edit, export, reassign and administer. Do not confuse visibility with permission to change something. Review linked reports and files too, because hiding one screen does not by itself prevent another route from exposing the same commercial information.
Illustrative example
Illustrative example: salespeople read their opportunities and update next steps; administration maintains catalogues; management reviews the combined view. Bulk export is authorized separately. A substitute receives access limited to the work being covered rather than automatically inheriting every capability of the absent colleague's account.
Acceptance check
Use test accounts to verify an allowed and a prohibited action for each role, including direct links and downloads. Rejections should be clear without revealing other people's data. Accept the matrix when process owners can work and every exception has a named owner and an agreed duration.
Key takeaways
- Authorize concrete actions and data scopes rather than relying only on broad profile names.