CRAYS

Settings

UsersRolesModulesIntegrationsData sync

Unified operating platform

Deal Manager

Event-driven dashboards

Settings

Admin areas

OverviewUsersRolesPermissionsModulesOrganizationsStudiosBillingIntegrationsSecurityAudit LogNotificationsBrandingData Sync
AdminPolicy

Permissions

Control action, resource, organization, entity and document access.

Owner

Security

Core records

4

Permission gates

18

Role boundaries

Operational ownership before live records and adapters are connected.

Deal Manager

crmprojectfilesanalyticsloans

Owns

  • Franchise Candidate pipeline
  • Franchise Partner deal execution
  • Bank package coordination
  • Opening handoff

Denied by default

  • Real estate owner strategy outside active deals
  • Funding or banking partner acquisition strategy
  • HR-private records
  • Corporate finance outside deal scope

Expansion Manager

crmprojectfilesanalytics

Owns

  • Real estate owner pipeline
  • Property case intake
  • Funding partner development
  • Finance partner development

Denied by default

  • Loans execution
  • Candidate KYC/AML
  • Candidate source-of-funds
  • Bank package execution notes

Domain policies

Candidate DealsDeal Manager

Candidate, Deal, Readiness, Communication, Opening Handoff

2 rules

Property CasesExpansion Manager

Property Case, Owner Submission, Lease Signal, Location Review

4 rules

Partner PipelineExpansion Manager

Real Estate Partner, Funding Partner, Finance Partner, Banking Partner, Qualification

3 rules

Bank PackagesDeal Manager

Bank Package, Loan Case, KYC/AML Status, Source Of Funds, Conditions

3 rules

Permission matrix

Initial CRAYS-native permissions for this settings area.

Administer permissionsChange access grants, scope policy and permission reviews.

Allowed roles

Admin

Scopes

global
Approve documentsApprove scoped document versions and packages.

Allowed roles

AdminCRAYS ManagementDeal ManagerReviewerCRAYS Finance

Scopes

globalorganizationdealprojectdocument
Read dealsView scoped franchise candidate, prepared-offer and franchise partner deal records.

Allowed roles

AdminCRAYS ManagementDeal ManagerCRAYS FinanceReviewer

Scopes

globalorganizationdealcandidate
Update dealsMove active franchise deal records, readiness states, owner tasks and handoff status.

Allowed roles

AdminCRAYS ManagementDeal ManagerReviewer

Scopes

globalorganizationdealcandidate
Read prepared offersView released prepared offer summaries and scoped deal-detail read models.

Allowed roles

AdminCRAYS ManagementDeal ManagerExpansion ManagerFranchise CandidateReviewer

Scopes

globalorganizationdealpropertyown
Update prepared offersUpdate reviewed prepared offer metadata before release into candidate-visible surfaces.

Allowed roles

AdminCRAYS ManagementDeal ManagerReviewer

Scopes

globalorganizationdealproperty
Read propertiesView scoped property cases, owner submissions, location evidence and handoff state.

Allowed roles

AdminCRAYS ManagementExpansion ManagerDeal ManagerReviewer

Scopes

globalorganizationpropertydeal
Create propertiesCreate reviewed property cases from owner submissions or internal expansion work.

Allowed roles

AdminCRAYS ManagementExpansion Manager

Scopes

globalorganizationproperty
Update propertiesUpdate property qualification, owner follow-up, location review and handoff readiness.

Allowed roles

AdminCRAYS ManagementExpansion ManagerReviewer

Scopes

globalorganizationproperty
Read partner pipelineView real estate, funding, finance and banking partner pipeline records.

Allowed roles

AdminCRAYS ManagementExpansion ManagerReviewer

Scopes

globalorganizationpartner
Create partner pipelineCreate partner development records before they are handed into active deal workflows.

Allowed roles

AdminCRAYS ManagementExpansion Manager

Scopes

globalorganizationpartner
Update partner pipelineUpdate partner qualification, access requests, relationship status and handoff readiness.

Allowed roles

AdminCRAYS ManagementExpansion Manager

Scopes

globalorganizationpartner
Read location intelligenceView reviewed location evidence, market signals, property fit and released candidate summaries.

Allowed roles

AdminCRAYS ManagementDeal ManagerExpansion ManagerCRAYS FinanceFranchise CandidateFunding Partner BankReviewer

Scopes

globalorganizationdealpropertyown
Approve location intelligenceApprove location evidence before candidate release, bank package release or prepared-offer publication.

Allowed roles

AdminCRAYS ManagementDeal ManagerExpansion ManagerReviewer

Scopes

globalorganizationdealproperty
Read bank packagesView bank package records only after candidate, deal and document gates allow the role scope.

Allowed roles

AdminCRAYS ManagementDeal ManagerCRAYS FinanceFunding Partner BankReviewer

Scopes

globaldealcandidatebank-packageloan-casedocument
Create bank packagesPrepare controlled lender packages after CRAYS checks and before partner review.

Allowed roles

AdminCRAYS ManagementDeal ManagerCRAYS FinanceReviewer

Scopes

globaldealbank-packagedocument
Read KYC/AMLView KYC/AML status and released evidence only after regulated access gates are satisfied.

Allowed roles

AdminCRAYS ManagementDeal ManagerCRAYS FinanceFunding Partner BankReviewer

Scopes

globaldealcandidatebank-packagedocument
Approve bank packagesRelease controlled financing packages after CRAYS checks.

Allowed roles

AdminCRAYS ManagementDeal ManagerCRAYS FinanceReviewer

Scopes

globaldealdocument

Core records

PermissionScopeGrantReview

Guardrails

Deny by default
Server-side checks required
Document grants are separate

Integration boundary

This page defines CRAYS policy and admin structure only. Real reads and writes must pass future API, permission and audit checks.