Skip to main content

User Roles & Security Groups

Shell18 defines six security groups that control what each user can see and do.

GroupCodePurposeTypical Users
Collectionshell18_collectionAccess to collection-related operationsCollection staff
Customer Invoicingshell18_customer_invoicingAccess to customer invoice operationsAR staff
Vendor Billsshell18_vendor_billsAccess to vendor bill operationsAP staff
Disbursementshell18_disbursementAccess to disbursement operationsTreasury staff
Super Usershell18_super_userFull access to all Shell18 features, can delete recordsStation managers, admins
CVGo Processorshell18_cvgo_processorUpload, validate, and post CVGo data (cannot delete)Station encoders

Permission Matrix for CVGo Data

OperationSuper UserCVGo ProcessorRegular User
View CVGo dataYesYesYes
Upload CVGo ZIP filesYesYesNo
Validate dataYesYesNo
Post dataYesYesNo
Register paymentsYesYesNo
Delete recordsYesNoNo
Configure MOP accountsYesYes (create/edit only)View only

Combining with branch isolation

Group membership controls what actions a user can take. Branch visibility is controlled separately by the user's company_ids and the record rules described in Multi-Branch Setup → Record-level isolation.

A typical station encoder:

  • Member of shell18_cvgo_processor
  • company_ids = just their own branch (so they only see their own CVGo data)

A typical accountant for the whole group:

  • Member of shell18_customer_invoicing and/or shell18_collection
  • company_ids = all six branches plus Panville (so they can consolidate)