Minimum role per action
Every save creates a new immutable version. Read-only cannot be granted a write action.
| Action | Minimum role |
|---|---|
| Recalculate plan | |
| Assign quarter | |
| Toggle mandatory | |
| Apply override | |
| Create snapshot | |
| Approve snapshot | |
| Activate score model | |
| Create engagement | |
| Edit engagement | |
| Edit objectives | |
| Accept objective | |
| Stage framework import | |
| Apply framework import | |
| Stage universe import | |
| Apply universe import | |
| Run ai copilot | |
| Edit permissionsLocked | Audit Director — fixed, so this screen can never lock everyone out |
No pending changes
Version history
Reverting saves the older matrix as a new version
| Version | Status | Created by | Created at | Actions |
|---|---|---|---|---|
| v1 | Active | Alexis Morgan | 2026-08-02 20:23 |