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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)