VRP User Types And Role Authority
Top Account Types
Administrator is the break-glass/root application account. It should be used for setup, recovery, emergency repair, and controlled admin operations only.
System Manager is the highest normal operating admin role below Administrator. This is the right role for a trusted platform operator who manages users, roles, settings, DocTypes, custom fields, workflows, and configuration.
System User is the internal account type that can use the Desk. It is not the same as System Manager and does not automatically mean leadership.
Website User is a portal-only user. It should be used for investors, customers, suppliers, applicants, or external parties unless they need Desk access.
Admin Ladder
- Administrator: emergency/root authority. Minimal daily use.
- System Manager: top normal admin. Can configure and manage the VRP.
- Domain Managers: Sales Manager, Accounts Manager, HR Manager, Projects Manager, Website Manager.
- Operating Users: Sales User, Accounts User, Projects User, Management, internal processors.
- Governance Users: BOD / Board of Directors, usually with limited operational write scope unless also assigned another role.
- Portal Users: Customer, Supplier, Investor, applicant, partner, or external participant.
Assignment Rule
Use the lowest role that lets the person do the work. Do not give System Manager just because someone is senior. Do not give System User just because someone is BOD. Do not give Desk access to external users unless there is a specific operational need.
Every privileged user needs a clear person record, Contact, and where applicable a Governance Profile. BOD and officer records must be backed by governance profile data, not only a User record.
Role Definitions
| Role / Type | Meaning | Use For | Control |
|---|---|---|---|
| Administrator | Root-level application authority and recovery account. | Emergency repair, install/config recovery, locked admin recovery. | Use sparingly. Every use should have a reason and evidence note. |
| System Manager | Highest normal admin role below Administrator. | Trusted VRP operators who manage users, roles, forms, settings, workflows, and automation. | Admin approval required. Should not be assigned for normal sales or BOD visibility. |
| System User | Internal user type with Desk access. | Internal staff, sales, finance, processors, managers, BOD members who need Desk access. | Not a rank. Pair with only the needed roles. |
| Website User | Portal user without Desk access. | Investors, applicants, customers, suppliers, partners, outside signers. | Default for external parties. |
| BOD / Board of Directors | Governance role, not automatically an operating-management role. | Directors, independent directors, board oversight. | Requires Contact and Governance Profile. Add operating roles only if separately approved. |
| Management | Internal leadership or officer role. | CFO, operational leadership, approved executives. | Not the same as BOD. Not the same as System Manager. |
| Sales Manager | Sales leadership permissions. | Pipeline owners, assignment control, sales reporting, CRM oversight. | Revenue-path role. Should own lead routing and sales follow-up quality. |
| Sales User | Sales execution permissions. | Sales people, lead follow-up, calls, opportunities, customer records within scope. | Do not grant admin privileges for sales execution. |
| Accounts Manager / User | Finance and accounting permissions. | Billing, invoices, receivables, finance reviews, accounting operations. | Sensitive financial access. Grant by finance need, not title alone. |
| Projects Manager / User | Project and task permissions. | WO-driven delivery, project tracking, assigned tasks, evidence coordination. | Use for delivery visibility without giving admin rights. |
| Website Manager | Website/content administrative role. | Portal pages, web content, forms, public-facing site updates. | Do not use as general admin replacement. |
| Customer / Supplier | External party roles. | Portal records and controlled outside access. | Should remain portal-scoped unless an internal role is deliberately approved. |
Current Personnel Interpretation
- BOD / Independent Director: Luci Sheehan, Larry Light, Pete Thomas Petropoulos, Marty William Martin.
- Management / CFO: John Polyak.
- Sales: Aaron Reiser.
- Pending role classification: Timothy Wesselman remains contact/user only until Adam confirms role class.
Admin Approval Rules
- Administrator use requires an evidence note when used for non-trivial changes.
- System Manager assignment requires explicit approval and reason.
- BOD requires user/contact/governance profile alignment.
- Management requires an officer or operating-lead reason.
- Sales User should be enough for sales people unless they manage others.
- Website User is preferred for outside users.