Principle
Start with least privilege. Give each role the access required to complete its work, then add approvals for exceptions instead of defaulting to full access.
Example matrix
| Area | Sales | Operations | Compliance | Finance | Admin |
|---|---|---|---|---|---|
| Client profile | View/edit pre-sale fields | View/edit operational fields | View risk fields | View billing fields | Full |
| Secure files | Request only | Upload/view assigned | View compliance evidence | View invoices only | Full |
| Risk review | No access | Comment only | Create/approve | No access | Configure |
| Messages | Client-facing threads | Assigned clients | Compliance threads | Billing threads | Full audit |
| Exports | No | No | Approved exports | Billing exports | Controlled |
Review questions
- Which roles can see identity documents?
- Who can approve high-risk clients?
- Who can export data outside the system?
- Which actions require audit logs?
- How often should permissions be reviewed?
How HubSecure helps
HubSecure centralizes client records, secure files, messages and workflow tasks behind role-based permissions and audit history.
Frequently asked questions
What is an RBAC permissions matrix?
It maps each role to the client records, files, tasks and approvals that role is allowed to access or change.
How often should RBAC permissions be reviewed?
Growing teams should review permissions at least quarterly and whenever people change roles or leave the company.
Does RBAC replace audit logging?
No. RBAC limits access, while audit logging records important actions and changes after access is granted.