Role & Permission Matrix

Who can do what, across every platform function

Permission / Function
Administrator
Compliance Officer
Finance Manager
Auditor
Investor
Platform Configuration
Create & Manage Projects
System Settings & Configuration
Customize Branding
User Role Management
Compliance & KYC
Review KYC Submissions
Approve/Reject Investor Applications
Enhanced Due Diligence
Manage Investor Restrictions (Lock-ups)
Approve/Block Token Transfers
Continuous Monitoring
Financial Operations
Validate Incoming Payments
Trigger Yield Distributions
Manage Treasury Workflows
Authorize Redemptions/Buybacks
Token Operations
Issue New Tokens
View Token Transactions
Purchase Tokens
Transfer Tokens
Reporting & Auditing
View Audit Logs
View Compliance Reports
View Financial Reports
View System Configuration History
Export Reports
Investor Management
View Project Documentation
Complete Onboarding/KYC
View Portfolio
Manage Wallet
Full Access
Limited Access (requires explicit grant or own data only)
No Access