Roles & Permissions
Every account has one role. The top menu shows only the tools a role may use; this page lists them all. (✓ = allowed, · = not.)
| Capability | Anon | Investor | Sales | Executive | Manager | Admin |
|---|---|---|---|---|---|---|
| Home, Latest News, Reports (Financial / Sales / Stock values), Help | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Trading Desk — place buy/sell share offers | · | ✓ | · | · | ✓ | ✓ |
| Investor Banking — view own statement | · | ✓ | · | · | ✓ | ✓ |
| Stock — a corporation's treasury share offerings | · | · | · | ✓ | ✓ | ✓ |
| Products — manage a corporation's Jag Mart products | · | · | · | ✓ | ✓ | ✓ |
| Corporate Banking — view a corporation's statement | · | · | · | ✓ | ✓ | ✓ |
| Cashier — record product sales (Dollars enter here) | · | · | ✓ | · | ✓ | ✓ |
| Manager console — Corporations & Investors admin | · | · | · | · | ✓ | ✓ |
| Currency Trading — convert a corp's Dollars to JB | · | · | · | · | ✓ | ✓ |
| Bulk Add Deposit / Loan / Cost | · | · | · | · | ✓ | ✓ |
| PIN reports (Executive / Investor PINs) | · | · | · | · | ✓ | ✓ |
| Create a news post | · | · | · | · | ✓ | ✓ |
| Admin — Tables, Backup, Reset, Add/Edit User, Bulk Enroll | · | · | · | · | · | ✓ |
Notes
- Admin — full access to everything, never scoped.
- Manager — everything except the Admin menu. A manager's scope (investor / executive / both) narrows which side they see: an investor-scoped manager sees only investor-side tools (Trading Desk, Investor Banking, Investors, Investor PINs) plus the neutral Bulk Add actions; an executive-scoped manager sees only the executive side (Stock, Products, Corporate Banking, Corporations, Currency Trading, Executive PINs, Cashier); both sees all of it.
- Executive — manages only the one corporation linked to their account.
- Investor — trades and views only their own account.
- Sales — the Cashier only; it is the single place Dollars enter the system (cash product sales).
- Anyone (not signed in) — the public Reports, Latest News, and these Help pages.