Access & safeguards

Access boundaries

Understand what this dashboard controls today, and what needs a secured system before sensitive records are added.

Preview access: this dashboard is a static, viewable website, not a sign-in protected application. It has no user accounts, roles, saved edits, or private document storage. Don’t publish confidential, personal, banking, or credential data in this interface.

Who can access it

No viewer identity or role is checked.

There’s no login or role-based access control in this preview.
Pages and static dashboard data shouldn’t be treated as confidential.
Unpublish / hosting visibility controls are separate from an in-app user permission system.

API credentials

No secret keys are displayed in the browser.

No API integration is active in this dashboard.
When a backend integration is added, provider keys belong in server-side environment variables.
Never paste secret keys into a page field, URL, or public code.

Sensitive records

This dashboard doesn’t keep its own database.

This build does not save user-entered edits, uploads, approval actions, or submitted records. Use secured source systems for confidential files and financial details; link to authorized records only when the source system enforces access.

Before adding private data

Set the operating boundary first.

1. Choose an authenticated application / identity provider if user-specific access is required.
2. Keep secrets server-side and define least-privilege API scopes.
3. Decide where confidential records live and how audit / retention is handled.
4. Connect only after access and source verification behavior are tested.

Role / permission design

Proposed access matrix

Illustrative permission design only. No roles or permissions are actually enforced in this preview.

Not implemented

Capability	Executive	Entity lead	Finance / controller	Legal / governance	Auditor
Group overview	Review group	Scoped view	Financial review	Governance review	Read only
Entity records	All authorized	Assigned entities	Financial data	Legal records	Read only
Finance actuals	Review / approve	Scoped review	Maintain / reconcile	Read per mandate	Read only
Decisions	Approve by authority	Request / recommend	Finance approvals	Legal approvals	Read only
Source connectors	Authorize scope	No secret access	Manage finance source	Manage legal source	Connection evidence only
Audit trail	Review	Scoped review	Financial trail	Governance trail	Read only

Final roles, separation of duties, and row-level entity scope require executive, finance, legal, and security approval before implementation.

Security / system integrity

Control validation map

Project roadmap

Requires legal records

Entity boundary

Confirm organization perimeter and viewer scope.

Not implemented

Identity & least privilege

Authenticate users; restrict by role and entity.

No live integrations

Connection monitoring

Health, last sync, failure alerts and recovery tests.

Prototype only

Source verification

Source provenance, freshness, status and reconciliation.

No persistent audit store

Audit history

Record actor, permission, approval, evidence and changes.

No document store

Records & retention

Repository scope, retention, legal hold and access reviews.

Safe operating rule for this preview

Use it to review workflow, navigation, and non-sensitive source summaries. Treat it as read-only; no record is saved or access-restricted here.

Review connection health