Purpose. Documents default access levels for each ecosystem role across all shared systems.
Applicability. Referenced when provisioning access for any new or changing participant role; governs default permission assignments in Form H and Form G.
# Form O — Ecosystem Role & Permissions Matrix
## Purpose
Form O defines the default permission levels for each ecosystem role across all shared platforms and systems. It is the reference document used when completing Form H (access approval requests) and Form G (access registry) to determine whether a requested permission level is appropriate for a given role. Deviations from the default matrix require LLC officer approval. Form O is an internal governance reference, not a participant-facing fillable form.
## Owner & Maintenance
**Owner:** Ecosystem Systems Administrator, reviewed and approved by the LLC CEO.
**Update cadence:** Reviewed at minimum annually; updated immediately when new roles are created, existing roles are retired, or system permission structures change.
**Live record location:** Governance Drive — Systems Administration folder (accessible to Ecosystem Systems Administrator, LLC officers, and department leads).
## Fields Tracked
### Permission Level Definitions
- **View Only** — Can read content but cannot edit, publish, or administer.
- **Contributor** — Can create and edit their own content within assigned areas.
- **Editor** — Can create, edit, and publish content across assigned areas; cannot manage users.
- **Moderator** — Can manage community interactions (Slack, forums, event platforms); cannot manage users or billing.
- **Manager** — Can manage users within their department area; cannot modify billing or system-level settings.
- **Administrator** — Can manage users, settings, and billing across assigned platforms; cannot access Privileged-Confidential folder without LLC officer approval.
- **Super Administrator** — Full system access including credential management; requires LLC officer approval.
### Role-to-Permission Mapping
For each ecosystem role, the matrix records default permission levels by platform:
- **Guild Patron** — View Only on all systems unless a specific operational role is also held
- **Founder** — View Only on all systems unless a specific operational role is also held
- **Guild Navigator** — Contributor or Editor on most operational platforms; Manager on platforms within their operational domain; requires Form H for Administrator access
- **Guild Operator** — Contributor on most operational platforms; Editor within their assigned operational area; requires Form H for Manager or higher access
- **Voyage Captain** — Contributor on event platforms; View Only on governance and financial systems
- **Voyage Crew** — View Only or Contributor on event platforms only
- **Board Member (C6 or Co-op)** — Contributor on Governance Documents folder; View Only on financial systems; no default access to Privileged-Confidential folder
- **LLC Officer** — Administrator on operational systems; authorized for Privileged-Confidential folder
- **Contractor** — Contributor or Editor within their contracted scope only; access expires with contract
- **Ecosystem Systems Administrator** — Super Administrator on all operational systems; sole custodian of Form K
### System-by-System Default Matrix
For each system listed (Google Workspace, Slack, Trello, Klaviyo, Zoom, QuickBooks, WordPress/Cloudways, GoDaddy/DNS, Instagram, YouTube, LinkedIn, Governance Documents folder, Financial Systems, Privileged-Confidential folder), the matrix records the default permission level by role.
## Workflow
1. **Access request** — When a Form H access request is submitted, the Ecosystem Systems Administrator references Form O to determine whether the requested permission level matches the default for the requestor's role.
2. **Default assignment** — If the requested permission level matches the default in Form O, Step 1 approval (supervisor) is sufficient.
3. **Above-default request** — If the requested permission level exceeds the Form O default, Step 2 approval (LLC officer) is required regardless of access type.
4. **New role** — When a new contribution title or role is created in the Section 28A taxonomy, the Ecosystem Systems Administrator and LLC CEO determine the default permission level for that role and update Form O.
5. **Annual review** — At the annual access audit, Form G entries are cross-checked against Form O defaults to identify any access that has drifted above role-appropriate levels.
## Cross-References
- **Form A** — Participation roles and contribution titles on Form A map to the role categories in Form O.
- **Form G** — Actual access levels recorded in Form G are compared against Form O defaults in the annual audit.
- **Form H** — Form O defaults determine the approval tier required for any given access request.
- **Form K** — Super Administrator role (Form O highest tier) is cross-referenced in Form K.