Roles & Permissions
Every account has one role. The top menu shows only the tools a role may use; this page lists them all. (✓ = allowed, · = not.)
| Capability | Anon | Investor | Sales | Executive | Manager | Admin |
|---|---|---|---|---|---|---|
| Home, Latest News, Reports (Financial / Sales / Stock values), Help | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Trading Desk — place buy/sell share offers | · | ✓ | · | · | ✓ | ✓ |
| Investor Banking — view own statement | · | ✓ | · | · | ✓ | ✓ |
| Stock — a corporation's treasury share offerings | · | · | · | ✓ | ✓ | ✓ |
| Products — manage a corporation's Jag Mart products | · | · | · | ✓ | ✓ | ✓ |
| Corporate Banking — view a corporation's statement | · | · | · | ✓ | ✓ | ✓ |
| Cashier — record product sales (Dollars enter here) | · | · | ✓ | · | ✓ | ✓ |
| Messages — send a message to a corporation (or all in a market) | · | · | ✓ | · | ✓ | ✓ |
| Messages — read your corporation's messages (banner + history) | · | · | · | ✓ | · | · |
| Manager console — Corporations & Investors admin | · | · | · | · | ✓ | ✓ |
| Currency Trading — convert a corp's Dollars to JB | · | · | · | · | ✓ | ✓ |
| Bulk Add Deposit / Loan / Cost | · | · | · | · | ✓ | ✓ |
| PIN reports (Executive / Investor PINs) | · | · | · | · | ✓ | ✓ |
| Create a news post | · | · | · | · | ✓ | ✓ |
| Admin — Tables, Backup, Reset, Add/Edit User, Bulk Enroll | · | · | · | · | · | ✓ |
Notes
- Admin — full access to everything, never scoped.
- Manager — everything except the Admin menu. A manager's scope (investor / executive / both) narrows which side they see: an investor-scoped manager sees only investor-side tools (Trading Desk, Investor Banking, Investors, Investor PINs) plus the neutral Bulk Add actions; an executive-scoped manager sees only the executive side (Stock, Products, Corporate Banking, Corporations, Currency Trading, Executive PINs, Cashier, Messages); both sees all of it.
- Executive — manages only the one corporation linked to their account. Messages from staff appear at the top of every page until the executive clicks Ok; past ones are under Messages. Executives can't send messages.
- Investor — trades and views only their own account.
- Sales — the Cashier (the single place Dollars enter the system, via cash product sales) and sending Messages to corporations.
- Sign-in lockout — after 5 wrong PINs in a row an account is locked for 1 minute (each further wrong PIN locks it again). A teacher resetting the PIN unlocks it right away.
- Anyone (not signed in) — the public Reports, Latest News, and these Help pages.