Users, config & integrations

Role Templates

UM-03

Dynamic RBAC role definitions and permission sets (M-02).

Create Role
Super Admin
Level 1

Admin · 1 users

users.*roles.*config.*import.*audit.read
Sales Operations Admin
Level 2

Admin · 2 users

users.createtargets.editimport.*customers.*
Executive / Leadership
Level 3

Executive · 4 users

dashboard.nationalreports.exportcharts.read
Regional Manager
Level 4

Manager · 3 users

dashboard.regiondbp.approveusers.create.edo
Line Manager
Level 5

Manager · 5 users

dashboard.teamdbp.approvedvr.reviewusers.create.edo
EDO
Level 6

EDO · 10 users

dashboard.selfdvr.createdbp.createpipeline.own
CRRU Viewer
Level 7

Executive · 1 users

recovery.read