Permissions Matrix

Full permission matrix showing which roles can perform which actions.

Action	OEM	Cust	CentOps	Field	Procure	Finance	OEMRpt
Leads
Create lead	Yes	-	Yes	-	-	-	-
View leads	Own	Own	All	Assigned	-	-	-
Update lead status	-	-	Yes	-	-	-	-
Upload documents	-	Own	Yes	-	-	-	-
Bulk import leads	-	-	Yes	-	-	-	-
Surveys
Create survey	-	-	Yes	-	-	-	-
View surveys	-	Own	All	Assigned	-	-	-
Assign survey team	-	-	Yes	-	-	-	-
Submit survey report	-	-	-	Assigned	-	-	-
Review survey report	-	-	Yes	-	-	-	-
Upload survey media	-	-	-	Assigned	-	-	-
Installations
Create installation	-	-	Yes	-	-	-	-
View installations	-	-	All	Assigned	-	-	-
Assign installation team	-	-	Yes	-	-	-	-
Submit install report	-	-	-	Assigned	-	-	-
Close installation	-	-	Yes	-	-	-	-
Procurement
Manage materials	-	-	View	-	Full	-	-
Allocate materials	-	-	-	-	Yes	-	-
Create procurement req	-	-	Yes	-	Yes	-	-
Manage vendors	-	-	-	-	Yes	-	-
Finance
Process vendor payment	-	-	-	-	-	Yes	-
Mark job payable	-	-	Yes	-	-	-	-
Release job payout	-	-	-	-	-	Yes	-
View financial summary	-	-	-	-	-	Yes	-
Reporting
Compile closure pack	-	-	-	-	-	-	Yes
Submit OEM reports	-	-	-	-	-	-	Yes
View reports	Own	-	Yes	-	-	-	Yes
Emergency
Report emergency	-	-	Yes	Yes	-	-	-
Handle emergency	-	-	Yes	-	-	-	-
Administration
Manage users	-	-	Yes	-	-	-	-
Manage teams	-	-	Yes	-	-	-	-
Manage zones	-	-	Yes	-	-	-	-

Permission Visualization

        graph LR
    subgraph "Central Ops (Full Operational Control)"
        CO_LEAD[Leads: CRUD + Assign]
        CO_SURVEY[Surveys: Create + Assign + Review]
        CO_INSTALL[Installations: Create + Assign + Close]
        CO_EMERGENCY[Emergency: Handle + Resolve]
        CO_ADMIN[Users + Teams + Zones]
        CO_PAY[Mark Jobs Payable]
    end

    subgraph "Field Team (Execution)"
        FT_VIEW[View Assigned Jobs]
        FT_REPORT[Submit Reports + Media]
        FT_CALL[Log Calls]
        FT_EMERGENCY[Report Emergencies]
    end

    subgraph "OEM (External Partner)"
        OEM_LEAD[Submit + View Own Leads]
        OEM_REPORT[Receive Reports]
    end

    subgraph "Procurement (Materials)"
        PR_CATALOG[Material Catalog CRUD]
        PR_STOCK[Stock Management]
        PR_ALLOC[Material Allocation]
        PR_VENDOR[Vendor Management]
    end

    subgraph "Finance (Payments)"
        FI_VENDOR[Vendor Payments]
        FI_PAYOUT[Team Payouts]
        FI_SCHEDULE[Payment Schedules]
    end

    subgraph "OEM Reporting (Closure)"
        REP_PACK[Compile Closure Packs]
        REP_WEEKLY[Generate Weekly Reports]
        REP_MONTHLY[Generate Monthly Reports]
    end