Worksheet

Role and permission matrix sheet

The spreadsheet puts roles in columns and screens in rows, and each cell is marked Y, N or Own for view, create, edit, cancel, approve, print and export. Extra columns hold record scope, approval ceiling, escalation role, hidden fields and notes, while a second tab lists user admin rights and review sign offs. One sheet, one version date.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Role and permission matrix template for a new business app”, www.gullysystem.com/blog/role-and-permission-matrix-template-for-a-new-business-app