Role × Module Matrix

Product Principle

Roles are configurable per building.

Only minimum core roles are required. Other roles can be enabled/disabled based on the building structure, size, governance model, and operational complexity.

Setup / Required
   ├── Building Admin
   └── Building Manager

Unit-related users
   ├── Owner
   ├── Tenant
   ├── Primary Resident
   └── Family Member / Occupant

Optional / Configurable
   ├── Board Chair
   ├── Board Member
   ├── Inspector
   ├── Treasurer
   ├── Accountant
   ├── Facility Manager
   ├── Concierge / Front Desk
   ├── Guard / Security
   ├── Cleaner / Janitor
   ├── Technician
   └── Contractor

Partner / External
   ├── Real Estate Agent
   ├── Agency Manager
   └── Bank / Partner

Platform
   ├── Platform Admin
   └── Support Admin

Key Role Clarifications

Building Admin vs Building Manager

Building Admin = configures the building workspace, roles, permissions, modules, and financial policies.
Building Manager = runs daily building operations.

In small buildings, the same person may be both Building Admin and Building Manager. In larger buildings, these roles can be separated.

Treasurer vs Accountant

Accountant = records, calculates, reconciles, and reports.
Treasurer = controls funds, approves financial movements, and oversees building cash/account balance.

A building can have a Treasurer without an Accountant. In that case, the Building Manager records expenses and petty cash usage, while the Treasurer approves and controls financial flows.

Building Manager Financial Access

Building Manager financial access is controlled by Building Financial Policy, not only by role.

Building Manager Financial Access
   ├── Configurable per building
   ├── Can be full in small buildings
   ├── Can require approval in medium/large buildings
   ├── High-cost actions can require approval
   ├── Manual payments can require approval
   └── All financial actions must have audit logs

Permission Codes

Code	Meaning
V	View
C	Create
E	Edit
A	Approve
R	Reject
AS	Assign
Track	Track status
Close	Close case / final confirmation
Respond	Respond to official message
Notice	Send official notice / warning
Fine	Apply or manage fine based on policy
EX	Export
M	Manage
Config	Configure settings / policies
L	Limited access
Own	Own unit / own related records only
Current	Current status only
Summary	Summary without sensitive details
Governance	Governance / official decision-making
High-cost	High-cost or approval-required items
Important	Important / building-impacting items
Financial	Financial / accounting-related
Official	Official / trackable
By Permission	Granted by Primary Resident / Tenant
A Manual	Approve manual payment
Building Summary	Building-level summary without sensitive details
Aggregated	Aggregated data without personal details
Related	Related records only
Ticket-based	Temporary access based on support ticket
Financial Policy	Controlled by building financial policy
-	No access

Matrix — Draft V6

Role Type	Role	Units & Residents	Finance & Charge	Payment	Service Requests	Work Assignment	Complaints & Violations	Amenity Booking	Visitors	Packages	Communications	Documents	Voting	Reports	Staff & Shifts	Sale/Rent Request	Sale/Rent Deal	Platform Admin
Setup / Required	Building Admin	Config / Assign Roles	Config Financial Policy	Config Payment Policy	Config Rules	Config Rules	Config Categories / Config Policy / V Important	Config Rules	Config Rules	Config Rules	Config Rules	Config Access	Config Voting Rules	V / EX	Config Roles	Config Request Rules	V Related	-
Required	Building Manager	M	Configurable: Full / C / V / Needs Approval	Configurable: V / Manual Entry / A Manual / EX	C / V / A / R / AS / Close	AS / V / Track	C / V / A / R / Notice / Fine / Close	M / A	V / M	V / M	C Announcement / Notice / V / Respond	M	C / M	V / EX	V / M	V / A	V Related	-
Conditional Core	Owner	V Own	V Own	Pay	C / V Own	-	C / V Own / Respond Related	C / V	C / V	V Own	V / Respond Official Related	V Own	V / Vote	V Own / Building Summary	-	C / V Own	V Own	-
Conditional Core	Tenant	V Own	V Own	Pay	C / V Own	-	C / V Own / Respond Related	C / V	C / V	V Own	V / Respond Official Related	V Limited	V / Vote Limited	V Own Limited	-	-	V Related	-
Conditional Core	Primary Resident	V Own	V Current / Pay Status	Pay	C / V Own	-	C / V Own / Respond Related	C / V	C / V	V Own	V / Respond Official Related	V Public / By Permission	V / Vote Limited	-	-	-	V Related	-
Optional Unit User	Family Member / Occupant	V Limited	By Permission	By Permission	By Permission	-	By Permission	By Permission	By Permission	By Permission	V Public / By Permission	By Permission	-	-	-	-	-	-
Optional Governance	Board Chair	V Summary	V Summary / A High-cost	V Summary	V Important / High-cost	-	V Important / Review Appeal / Decide Sensitive Cases	V Summary	-	-	C Governance Notice / V / Respond	V Governance	C / V / Vote	V / EX	V Summary	-	-	-
Optional Governance	Board Member	V Summary	V Summary	V Summary	V Important / High-cost	-	V Important if permitted	V Summary	-	-	V / Respond / Notice By Permission	V Governance	V / Vote	V Limited	-	-	-	-
Optional Governance	Inspector	V Summary	V Full / EX	V Full / EX	V Cost-related / Important	-	V Important / V Financial / Notice	-	-	-	C Audit Notice / V / Respond	V Financial / Governance	V	V Full / EX	V Financial Summary	-	-	-
Optional Financial Oversight	Treasurer	V Summary	V Full / A Financial / EX	V Full / A Manual / A Payment / EX	V Cost-related	-	V Financial if Fine	-	-	-	C Financial Notice / V / Respond	V Financial	V	V Financial / EX	-	-	-	-
Optional Finance	Accountant	V	C / E / Reconcile / Report	V / A Manual / EX	-	-	V Financial if Fine	-	-	-	C Payment Reminder / V	V Financial	-	V / EX	-	-	-	-
Optional Operations	Facility Manager	V	V Cost Limited	-	V / E / Close Assigned	AS / V / Track / Update Status	V Related if maintenance-related	-	-	-	V Operational	V Facility	-	V Maintenance	V Staff	-	-	-
Optional Operations	Concierge / Front Desk	L	-	-	-	-	C Incident Note / V Related	V Today	C / Check-in / Check-out	C / M	V Operational	V Limited	-	-	Shift Only	-	-	-
Optional Operations	Guard / Security	L	-	-	-	-	C Incident Note / V Related	V Today	Check-in / Check-out	V Limited	V Operational	-	-	-	Shift Only	-	-	-
Optional Operations	Cleaner / Janitor	L	-	-	V Assigned	V Assigned / Update Status	V Related if assigned	-	-	-	V Operational	-	-	-	Shift Only	-	-	-
Optional Operations	Technician	-	-	-	V / E Assigned	Update Status / Work Report	V Related if assigned	-	-	-	V Related	V Related	-	-	-	-	-	-
Optional Operations	Contractor	-	-	-	V / E Assigned	Update Status / Work Report	V Related if assigned	-	-	-	V Related	V Related	-	-	-	-	-	-
Partner	Real Estate Agent	V Related Unit	-	-	-	-	-	-	-	-	V Related	V Unit Related	-	-	-	V / E Assigned	C / V Own	-
Partner	Agency Manager	V Related Units	-	-	-	-	-	-	-	-	V Related	V Unit Related	-	V Agency	-	M Agency	M Agency	-
Platform	Platform Admin	M	V / M	V / M	V / M	V / M	V / M	V / M	V / M	V / M	V / M	V / M	V / M	V / EX	V / M	V / M	V / M	M
Platform	Support Admin	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	Ticket-based L / V	L
Partner	Bank / Partner	-	V Aggregated	V Aggregated	-	-	-	-	-	-	-	-	-	V Aggregated / EX	-	-	-	Partner Dashboard

Complaints & Violations Permission Summary

Reporter / Resident
   ├── Create complaint
   ├── View own case status
   ├── Add evidence
   └── View limited final result

Accused Party
   ├── View related notice / warning
   ├── Respond
   ├── Submit appeal
   └── Pay fine if applied

Building Manager
   ├── Review complaint
   ├── Accept / Reject
   ├── Send notice / warning
   ├── Apply fine based on policy
   └── Close case

Building Admin
   ├── Configure categories
   ├── Configure violation policies
   └── View important cases

Board Chair
   ├── View important cases
   ├── Review appeals
   └── Decide sensitive cases

Inspector
   ├── View important or financial cases
   └── Send governance notice

Role Configuration Examples

Small Building

Building Admin + Building Manager can be the same person
Owner / Tenant / Primary Resident
Optional: Treasurer

Medium Building

Building Admin
Building Manager
Board Chair
Board Member
Treasurer
Owner / Tenant / Primary Resident
Optional: Accountant / Cleaner

Large Tower

Building Admin
Building Manager
Board Chair / Board Members
Inspector
Treasurer
Accountant
Facility Manager
Concierge / Front Desk
Guard / Security
Cleaner / Janitor
Technician / Contractor
Owner / Tenant / Primary Resident / Family Member

Notes / Open Issues

Communications needs a separate detailed matrix.
It includes announcements, official notices, warnings, audit notices, payment reminders, system notifications, and case-related messages.
Financial permissions are controlled by Building Financial Policy.
Building Manager may have full financial access in small buildings or limited/approval-based access in larger buildings. All financial actions must have audit logs.
Complaints & Violations is now a separate module.
It uses Communications for case-related notices and messages, but the business logic belongs to the Complaints & Violations module.
Violation categories must be dynamic.
Building Manager or Building Admin should be able to create custom categories and policies.
Fines need a separate approval rule.
We still need to decide whether fines are added directly to unit charges or require Treasurer / Board / Building Admin approval.
Support Admin must be ticket-based and temporary.
Permanent broad access is risky from a privacy and security perspective.
Sale/Rent Request is not a public listing model for now.
It is an Owner-to-Agency request that may later create a Sale/Rent Deal.