ScoreTrek

Team & User Access

INTERACTIVE DEMO Sample data only. Nothing entered here is saved or connected to a live CRM.

Developer prototype v2.0.0

ADMINISTRATION

Team & user access

Manage sample roles, status, assignments, and least-privilege access.

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Least privilege by design

Access should be based on job responsibility, client assignment, and approved role—not convenience. Sensitive actions require audit history.

Sample identities and permission scopes.

User	Role	Data scope	Last sign-in	Status
CA Crystal Andrewscrystal@scoretrek.net	Administrator	All clients	Today, 8:17 AM	Active
MF Maya Fieldsmaya@scoretrek.net	Credit Specialist	42 assigned	Today, 9:02 AM	Active
JE Jordan Ellisjordan@scoretrek.net	Intake Specialist	Leads + onboarding	Yesterday	Active
LB Leah Brooksleah@scoretrek.net	Billing Specialist	Billing only	Jul 20	Active
RS Ryan Scottryan@scoretrek.net	Read-only Auditor	Reports + audit	Never	Invited

Starting points for permission design.

AdministratorSystem configuration and all operational modules

4 users

Credit SpecialistAssigned clients, disputes, documents, and messages

8 users

Intake SpecialistLeads, consultations, and onboarding only

3 users

Sample organization settings.

Require two-step verificationAll staff usersAuto-lock inactive accountsAfter 30 daysQuarterly access reviewNotify administrators