Role-Based Access Control & Multi-Tenancy
Strict tenant isolation and permission enforcement for Carlos' accounting operations
Interactive Role Persona Sandbox
Switch your active session role to verify UI permissions, menu hiding, and posting restrictions
Firm Owner & Administrator
• Journals: Allowed
• Period Lock: Authorized
• Portal Only: Full Access
Senior Accounting Manager
• Journals: Allowed
• Period Lock: Authorized
• Portal Only: Full Access
Staff Accountant
• Journals: Allowed
• Period Lock: Unauthorized
• Portal Only: Full Access
Client Executive Portal
• Journals: Blocked
• Period Lock: Unauthorized
• Portal Only: Yes
MVP Role Permissions Matrix
Mandatory security boundaries for internal staff versus external client users
| Role Name | Access Scope | Post Journals | Close Periods | Upload Feeds | Manage Users | Role Operational Scope |
|---|---|---|---|---|---|---|
| Platform Administrator | Internal Global | ✓ | ✓ | ✓ | ✓ | Firm owner with unrestricted cross-client tenant creation, template management, and master administrative control. |
| Accounting Administrator | Internal Firm | ✓ | ✓ | ✓ | — | Senior accounting manager authorized for period close, closed-period audit overrides, year-end adjustments, and tax filings. |
| Accounting Staff | Internal Firm | ✓ | — | ✓ | — | Operational staff entering daily transactions, customer invoices, vendor bills, and bank staging classifications. Cannot lock periods. |
| Client Portal User | External Client | — | — | ✓ | — | Client executive restricted strictly to uploading bank/card statements and viewing authorized statements (P&L, Cash Flow, Trial Balance). No journal access. |
Multi-Tenant Data Segregation
Complete database partition by client legal entity
Each client company operates as an isolated workspace with separate chart of accounts balances, customer catalogs, vendor obligations, and bank source files. Client portal users assigned to one company cannot query or view another client’s records under any circumstance.
Harbor Ridge Marine LLC
EIN 84-2201987
Entity: LLC (FL)
Cost Method: FIFO
Status: Period Open
Meridian Labs Diagnostics Inc.
EIN 88-4410233
Entity: C-Corp (TX)
Cost Method: WeightedAverage
Status: Period Open
Cedar & Vine Hospitality LLC
EIN 82-7719045
Entity: S-Corp (CA)
Cost Method: FIFO
Status: Period Open