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