Who has access to what pages, how they sign on, and their Zoho CRM relationship. This is the source of truth for role planning.
Client Projects (Talent Marketplace)
Enterprise AI Projects (2 Tiers)
Click any persona to expand sign-on flow, Zoho access, and notes.
External / Platform Users
Internal Employees
Contributor / Reviewer / Professional
User.profile_type + reviewer_status/coach_status drive the nav automatically. Set profile_type on intake form completion or Stripe purchase webhook.
Client / Enterprise Customer
Admin/CSR uses inviteUser(email, "user") then sets profile_type='client' + tenant_id on the User record. Enterprise gets provisioned workspace automatically via createDeployment function.
Employees — all departments
HR sends invite via admin panel → sets profile_type='employee' + job_role field. Layout reads job_role and routes to the right RoleDashboardRouter variant. admin_scopes array grants granular permissions (e.g. deployments.trigger for engineers).
Leadership / Admin
role='admin' in User record. Full nav visible. Should still use the app's Sync to Zoho button — not manual CRM edits — to maintain audit trail.