Access & identity
Roles & Permissions
Telblu uses enterprise Role-Based Access Control (RBAC) to secure every surface of the platform. Permissions are never granted to individual users directly - they are bundled into roles, and roles are assigned within a defined organisational scope. The result is predictable, auditable access that scales with your operating model.
Permission model
Every action in Telblu maps to an atomic permission. Roles are curated bundles of these permissions - never granted directly to individual users.
Inheritance
Access granted at a higher scope flows down to every child scope. A CFO scoped to the organisation inherits visibility into every department.
Scope
A role assignment is always bound to a scope: Organisation, Department or Workspace. Scope determines what data the role can act on.
Default roles
Telblu ships with a curated set of default roles - Executive, Functional Leader, Department Leader, Manager, Contributor and Administrator - mapped to real operating responsibilities.
Role-Based Access Control
Telblu's authorisation model is built on two independent axes: what a user is allowed to do (their role) and where they are allowed to do it (their organisational scope). Every access decision - page load, API call, server function - is evaluated against both.
Role + Organisational Scope
A user's effective permissions are the intersection of the role they hold and the scope that role is bound to. The same role (e.g. Department Leader) can be assigned multiple times to the same user across different departments; each assignment is evaluated independently.
| Role | Scope | Effective access |
|---|---|---|
| Executive | Organisation | All departments and workspaces |
| Department Leader | Department | All workspaces within the department |
| Contributor | Workspace | Only the assigned workspace |
Inheritance chain
Permissions cascade downward through the organisational hierarchy. A role granted at a parent scope is automatically effective at every child scope beneath it - you never need to re-grant access at each level.
Organisation
The top of the hierarchy. Roles here see every department and workspace in the tenant.
Department
A functional group (Finance, Product, Sales). Access is limited to the teams and workspaces inside it.
Workspace
The leaf-level container for a team's strategy, priorities, metrics and reviews. Narrowest scope.
Organisation → Department → Workspace. Access granted above flows down; access granted below does not flow up.
Least-privilege access
Telblu enforces least-privilege by default. New users are created with no roles and no scope - they cannot see or act on any data until an administrator makes an explicit assignment. Roles bundle only the permissions required to perform a specific job function, and scope narrows those permissions to the smallest slice of the organisation the user needs.
- Deny by default. Any request without a matching role + scope is rejected at the database layer via row-level security.
- Explicit grants. Access is only granted through named role assignments - never through ad-hoc sharing or per-record ACLs.
- Auditable. Every assignment, change and revocation is written to the audit log with actor, timestamp and previous state.
Permission inheritance diagram
The diagram below shows how a role granted at a higher scope cascades down to every child scope. Arrows represent the direction access flows.
Default platform roles
Telblu ships with five default roles that map to the most common operating responsibilities in an enterprise. Each role bundles a curated set of permissions and is always assigned within a specific organisational scope.
Platform Administrator
Scope: Organisation
Purpose
Owns tenant-wide configuration: identity providers, authentication policies, role assignments, department structure, integrations and audit.
Typical users
IT admins, security engineers, internal operations, delivery lead during onboarding.
Can access
- All organisations, departments and workspaces in the tenant
- Audit log, security events and sign-in history
- Identity provider, SSO and MFA configuration
- Billing, entitlements and platform settings
Can edit
- User accounts, role assignments and scope bindings
- Organisation, department and team structure
- Authentication and session policies
- Integrations, API keys and webhooks
Cannot do
- Author strategy, priorities or reviews on behalf of a department without an explicit role
- Bypass audit - every administrative change is recorded
- Access customer data outside their tenant
Executive
Scope: Organisation
Purpose
Provides whole-organisation visibility and decision rights over strategy, priorities, performance and risk. The role held by CEOs, functional C-suite and board contributors.
Typical users
CEO, COO, CFO, CRO, CMO, CTO, VP-level leaders, board members, PE partners.
Can access
- every department and workspace across the organisation
- Executive Control Centre and board-pack content
- Draft and approved strategy, priorities and outlooks
- Cross-functional risk, performance and governance intelligence
Can edit
- Approvals and executive commentary on submitted strategy and priorities
- Executive-level review sign-offs
- Board-pack framing and narrative
Cannot do
- Change tenant-level identity, SSO or role configuration
- Modify department-owned content directly without acting as that department
- Grant or revoke user access - that is the Administrator's responsibility
Department Leader
Scope: Department
Purpose
Owns the strategy, priorities, metrics and outlook of a single department. Responsible for what is submitted upward for executive approval.
Typical users
Heads of Finance, Product, Engineering, Sales, Marketing, People and other functional departments.
Can access
- All workspaces inside their department
- Their department's approved and draft content
- Team-level performance and review history
- Executive commentary directed at their department
Can edit
- Departmental strategy, priorities and outlook
- Metric targets, confidence calls and narrative
- Submissions for executive approval
- Team and workspace structure within their department
Cannot do
- See other departments' draft or board-pack content
- Approve their own submissions - approvals sit with executives
- Assign platform-wide roles or change identity settings
Contributor
Scope: Workspace
Purpose
Performs the day-to-day work inside a specific workspace - capturing metric updates, drafting content and raising blockers to the department leader.
Typical users
Team managers, individual contributors, analysts and operators assigned to a specific workspace.
Can access
- Only workspaces they are explicitly assigned to
- Approved strategy and priorities for their workspace
- Their own metric history and review notes
Can edit
- Metric updates, notes and evidence attachments in their workspace
- Draft content pending department-leader review
- Their own commitments and status updates
Cannot do
- See draft or approved content from other workspaces
- Submit content for executive approval
- Change workspace, team or department structure
Viewer
Scope: Any (assigned)
Purpose
Provides read-only visibility into approved content at the scope where the role is granted. Used for stakeholders who need transparency without decision rights.
Typical users
Non-executive directors, external auditors, advisors, cross-functional observers, new joiners in ramp-up.
Can access
- Approved strategy, priorities, metrics and outlook at their assigned scope
- Historical review outcomes and published narrative
Can edit
- Nothing - the Viewer role is strictly read-only
Cannot do
- Draft, edit or delete any content
- Submit for approval or leave executive commentary
- See draft or in-progress content that has not been approved
- Change any configuration
Permissions matrix
A quick reference for what each default role can do. A green tick means the role holds the permission across its scope; a blue dot means the permission is granted, but limited to the scope the role is bound to (department, workspace, etc.).
| Permission | Admin | Executive | Dept. Leader | Contributor | Viewer |
|---|---|---|---|---|---|
View organisation See the organisation tree and top-level metadata. | |||||
View departments Browse departments and their published content. | |||||
Edit strategy Draft and modify strategy content in a department. | |||||
Upload strategy Attach and version strategy documents and evidence. | |||||
Review AI Access AI review assistant output and act on recommendations. | |||||
Publish strategy Move draft strategy to approved and visible upstream. | |||||
User management Create users, assign roles and set scope bindings. | |||||
Authentication Configure SSO, MFA, password and session policies. | |||||
Governance Approve strategy, sign off reviews, enforce cadence. | |||||
Administration Manage organisation, department structure. | |||||
Audit logs Read the append-only audit trail for the organisation. | |||||
Reports Generate and export reports across scopes. | |||||
Executive dashboards Access the Executive Control Centre and board packs. |
Permission evaluation
Telblu evaluates permissions dynamically on every request. There is no cached authorisation state - each API call, page load and server function re-runs the full check against the user's live role assignments and scope bindings.
User Login
Credentials submitted via SSO, password or MFA.
Authentication
Identity verified; session token issued.
Assigned Role
All role assignments for the user are loaded.
Scope Evaluation
Each role is resolved against its bound scope.
Permission Checks
Requested action mapped to atomic permissions.
Workspace Access
Row-level security filters records by scope.
Feature Access
UI surfaces and server functions are unlocked.
Stateless
Nothing is trusted from the client. The session token proves identity only - role and scope are re-read from the database on every request.
Dynamic
Revoking a role, changing scope or disabling a user takes effect on the next request - no cache purge, no re-login required.
Defence in depth
Checks run at three layers: the API gateway, the server function handler and the database row-level security policy. A misconfiguration at any single layer still fails closed.
Organisational scope
Every role assignment is bound to a scope. Scope determines the slice of the organisation the role can act on. Telblu supports four scope levels, each nested inside the one above.
Organisation
The tenant root. Assignments here see every department and workspace.
Enterprise example
A global manufacturer grants Executive scope at Organisation level to the CEO, CFO and COO so they see the full portfolio across every region.
Department
A functional group (Finance, Product, Sales, People). Assignments see every workspace inside that department only.
Enterprise example
A SaaS company scopes the VP of Product to the Product department; they own strategy across every product team but cannot read Sales' pipeline commentary.
Workspace
The leaf-level container for a team's strategy, priorities, metrics and reviews. The narrowest scope.
Enterprise example
A retail chain scopes a regional store manager to the workspace for their store - they update metrics locally, without visibility into other stores.
Delegated administration
Platform Administrators do not need to manage every user in every department. Telblu supports delegated administration: an admin can grant a Department Leader the ability to manage users, roles and structure inside their own department - without exposing tenant-wide identity or authentication settings.
Platform Administrator retains
- Identity provider, SSO and MFA configuration
- Tenant-wide role catalogue and permission definitions
- department creation
- Cross-organisation audit and compliance reporting
Department Leader (delegated) gains
- Invite users into their department
- Assign Contributor and Viewer roles at workspace scope
- Create, rename and archive teams and workspaces
- Read the audit log filtered to their department
Guardrails
Delegated administrators cannot elevate their own role, assign Executive or Administrator roles, or grant access outside their department. Every delegated action is written to the organisation-wide audit log.
Temporary access
Enterprises frequently need to grant time-boxed access - external auditors during a quarter-end review, board members reading the board pack, consultants delivering an implementation, or a colleague covering an absence. Telblu supports temporary permission elevation with mandatory expiry, so short-term access never becomes permanent by accident.
| Use case | Typical role | Scope | Duration |
|---|---|---|---|
| External audit | Viewer | Finance department | 2–6 weeks |
| Board meeting | Viewer + Board Pack | Organisation | 48 hours around the meeting |
| Consultant engagement | Contributor | Named workspace(s) | Length of the statement of work |
| Implementation project | Department Leader (delegated) | Target department | Project go-live + 30 days |
| Leave cover | Same as covered role | Same as covered role | Absence window |
- Mandatory expiry. Every temporary assignment requires a start and end timestamp - indefinite temporary access is not permitted.
- Automatic revocation. At expiry the role assignment is removed by the platform, not by a human. No manual clean-up is required.
- Expiry notifications. The grantor is notified 72 hours before expiry so extensions or a permanent grant can be considered in advance.
- Full audit. Grant, use and revocation events are all recorded with actor, reason and expiry timestamp.
Audit trail
Every permission change in Telblu is written to an append-only audit log. Records cannot be edited or deleted - they can only be read. The audit log captures the actor, target user, event type, previous and next state, timestamp and source IP.
Recent activity
Live view - sample events from the audit log
| Event | Target | Actor | Scope | Timestamp |
|---|---|---|---|---|
| User added | priya.raman@northwind.com | alex.miles (Admin) | Organisation | Today, 09:42 |
| Role changed | james.oduya@northwind.com | alex.miles (Admin) | Finance dept. | Today, 08:15 |
| Access revoked | external.consultant@bcg.com | Auto - expiry reached | Product dept. | Yesterday, 18:00 |
| Temporary access granted | audit.team@pwc.com | priya.raman (Admin) | Finance dept. · 28 days | Yesterday, 14:22 |
| Strategy ownership transferred | Growth workspace | sam.oduya (Exec) | Sales dept. | Mon, 11:05 |
Audit records are retained in full for the life of the tenant and are exportable in CSV or JSON for downstream SIEM, compliance and internal-audit tooling.
Security best practices
The following guidance is drawn from customer implementations and enterprise security reviews. Apply it during initial rollout and revisit each recommendation at every quarterly access review.
Least privilege
Best practiceQuarterly permission reviews
InfoSAML SSO configuration
Best practiceMulti-factor authentication
WarningDepartment ownership
Best practiceRemoving inactive users
WarningEnterprise example
The diagram below models a mid-market technology company - Northwind Analytics, ~850 employees - showing how role and scope assignments flow from the CEO down to individual contributors and read-only viewers.
Sarah Chen - Chief Executive
Role: Executive · Scope: OrganisationSees every department and workspace. Approves company-level strategy and board pack.
David Okafor - CFO
Role: Executive · Scope: OrganisationApproves financial strategy across every department, owns the board pack finance section.
Priya Raman - COO
Role: Executive · Scope: OrganisationOwns cross-functional operational risk, reviews weekly performance across all departments.
James Whitfield - Managing Director, EMEA
Role: Executive · Scope: Organisation (EMEA departments)Sees only the departments within the EMEA remit.
Anna Novak - Head of Finance (FP&A)
Role: Department Leader · Scope: FP&AOwns FP&A department strategy, priorities and metrics. Submits for CFO approval.
Marcus Lee - VP Product
Role: Department Leader · Scope: ProductOwns Product department; delegated admin for adding contributors to product teams.
Ines Duarte - Head of Enterprise Sales
Role: Department Leader · Scope: Enterprise SalesOwns Enterprise Sales in the EMEA remit under James Whitfield.
Thomas Reid - FP&A Analyst
Role: Contributor · Scope: Treasury workspaceUpdates monthly forecast metrics and treasury workspace notes.
Aisha Bello - Product Manager, Platform
Role: Contributor · Scope: Platform workspaceDrafts product priorities pending Marcus Lee's review.
PwC Audit Team
Role: Viewer (Temporary) · Scope: FP&A · Expires 30 NovTime-boxed access for Q3 external audit; automatic revocation on 30 Nov.
Board Observer - Meridian Capital
Role: Viewer · Scope: Organisation (approved content)Read-only visibility into approved board pack content only.