Roles
Who is doing the work, from support to admin to leadership.
Permission matrix template
Permission Matrix Template
Build a readable RBAC model before engineers start coding. Map roles, resources, actions, and conditions in one view so your team can review, approve, and present the model without re-reading a spreadsheet.
What this template covers
Resources
What needs protection: deals, tickets, billing, records, and fields.
Actions
What each role can do: view, create, edit, delete, or approve.
Conditions
Where access changes by scope, relationship, or field-level rule.
Example matrix
| Role | Resource | Action | Condition |
|---|---|---|---|
| Org admin | Billing | View | Org scope |
| Org admin | Billing | Edit | Org scope |
| Team lead | Deals | Edit | Same group |
| Support | Tickets | View | Own record |
| Support | Tickets | Edit | No |
When to use it
Use this template when a team needs a clear access model before code, when you need sign-off from product and security, or when a spreadsheet is hiding the important edge cases.