Permission matrix

This matrix summarizes the modules available to the 12 functional roles defined in onboarding v2.0. The interface only displays what the active role permits and also enforces the assigned scope.

Pastoral and administrative roles

Role	Primary universe	Module access	Scope
Pastor	Admin Panel	All modules	Entire church and all campuses
Associate Pastor	Admin Panel	All modules	Entire church and all campuses
Campus Administrator	Admin Panel	People, Groups, CRM, Interactions, Analytics, Agenda, Volunteers, Planning, and Finance	Assigned campus
Secretary	Admin Panel	People: read and write; Groups: read; Cell Reports: read	Assigned scope

Financial roles

Role	Primary universe	Module access	Scope
Finance Leader	Admin Panel	Finance: full access; People: read	Assigned financial scope
Accountant	Admin Panel	Finance: read and write, without finance administration; People: read and write	Assigned financial scope

What the Accountant can do in Finance (default permissions; your church can adjust them per role):

Create and edit donors. Donors cannot be deleted.
Record donations with Record Donation or in batches (Quick Entry, New Batch).
Delete a donation only while its batch is Open.
Create, edit, close (Close Batch), and delete batches. Only an Open batch with no donations can be deleted.
Generate and send donation certificates.
Record expenses. Approving them requires finance administration.
Cannot create or edit funds, goals, allocation rules, budgets, or bank accounts. Those actions require finance administration: by default, Pastor, Associate Pastor, and Finance Leader.

Cell-structure roles

Role	Primary universe	Module access	Scope
Zone Supervisor	Admin or Leadership Panel	Groups: read; Interactions, Agenda, and Analytics	Assigned zone
District Superintendent	Admin or Leadership Panel	Groups: read and write; Interactions, Agenda, Analytics, and Cell Reports	Assigned district
Cell Leader	Leadership Panel and Member App	Cell members, attendance, and weekly reports	Assigned cell

Specialized roles

Role	Primary universe	Module access	Scope
Service Team Leader	Leadership Panel and Member App	Service Planning, My Team, Interactions, and Agenda	Assigned teams and duties
Legal Kids Leader	Admin or Leadership Panel	Minor supervision and consents	Assigned minors and campuses
Formation Leader / Teacher	Leadership Panel	Leadership-school cohorts, curriculum, and grading	Assigned cohorts and classes

How scope is enforced

Cell-, zone-, district-, and campus-scoped roles can only view and modify data within that scope. Switching context may activate another assigned role, but it never removes those restrictions. See Context switching and Multi-campus access.