Collaborator Roles, Permissions & Account Management

πŸ” Problem Statement

Pelcro's current collaborator permission model has two key issues: (1) any collaborator can delete other collaborators, which should be restricted to the Account Owner only; and (2) several roles lack capabilities they need β€” Sales cannot create/edit plans or export data for quoting and reporting, and Customer Service cannot void or cancel invoices, slowing issue resolution.


πŸ’‘ User Story

As a Pelcro Account Owner, I want collaborator deletion restricted to my role only, and I want the Sales and Customer Service roles to have the specific capabilities they need (plan management, data export, invoice voiding/cancellation), so that permissions match real operational responsibilities without over-granting destructive rights.


🎯 Definition of Done (DoD)

A feature is done when:

βœ”οΈ Given the updated permission matrix, when a collaborator attempts to delete another collaborator, then only the Account Owner succeeds β€” all other roles receive a clear 'permission denied' error in both the UI and API.
βœ”οΈ When a Sales collaborator is logged in, then they can create/edit plans and export customers, subscriptions, and invoices β€” but cannot access access control, product settings, or delete any object.
βœ”οΈ When a support is logged in, then they can void and cancel invoices and update customer info β€” but cannot access plans, access controls, or delete any object.

βœ”οΈ As an Account Owner or Admin, I want to see the last login timestamp for each collaborator, so that I can identify dormant or inactive accounts during periodic security and compliance reviews.
βœ”οΈ Admins retain all existing delete permissions except collaborator deletion.

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Upvoters
Status

Planned

Board
πŸ’‘

Pelcro Product

ETA
May 25, 2026
Date

4 months ago

Author

Rana Haleem

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