Admin Center
March 2026 · Security, governance, and audit controls
March 2026
Role-Based Security
Executive
Full platform access incl. all locations and reportsController
Uploads, data mapping, budget vs actual, reportingLocation Manager
Own location dashboards and KPIs onlyLender
Covenant monitoring and bank reporting packagesBoard
Board reports, executive dashboard, health scoreAudit Log
Uploaded Consolidated_IS_May2026.xlsx
j.controller
Generated Bank Reporting Package
a.cfo
Normalized & mapped 184 accounts
system
Viewed Plainfield profitability
m.plainfield
Data Governance & Version History
Every upload maintains a full audit trail with upload date, version number, and source attribution. The unified chart of accounts is mapped consistently across monthly, quarterly, and annual periods to preserve historical comparability.