{
  "version": "1.2",
  "title": "Apex Instruments roles and clearances",
  "effective": "2026-09-01",
  "owner": "Operations Lead",
  "note": "Nine roles. Clearance says how far up the ladder a person reads. The operator flag says whether they may make a system act. Purposes say which personal records they may open, and there is no purpose that means all of them. Seniority is not on this list, on purpose: the COO is cleared to the top of the ladder and still cannot read a support case, because a clearance is not a reason.",
  "roles": [
    {
      "id": "visitor",
      "name": "Site visitor",
      "person": null,
      "held_by": "Anybody with the address",
      "clearedTo": "L0",
      "operator": false,
      "onlyTags": [],
      "purposes": [],
      "read": "Published material only. Product pages, list prices, the plan comparison, the contact details.",
      "write": "Nothing. A form submission is a message, not a write.",
      "approve": "Nothing.",
      "run": "Nothing. Every command needs at least an internal clearance.",
      "line": "The role everything is checked against first. If a rule would let a visitor read something, the rule is wrong."
    },
    {
      "id": "partner-contact",
      "name": "Partner site manager",
      "person": null,
      "held_by": "A named contact at Northlight Group",
      "clearedTo": "L2",
      "operator": false,
      "onlyTags": ["partner-visible"],
      "purposes": [],
      "read": "Published material, and material marked partner facing up to confidential, which includes their own terms.",
      "write": "Their own support cases and orders.",
      "approve": "Their own site's orders.",
      "run": "Nothing inside Apex.",
      "line": "Cleared to confidential but only for what was marked for a partner. The clearance was granted for a purpose, not as a rank, which is what rule R3 exists to say."
    },
    {
      "id": "contractor",
      "name": "Named contractor",
      "person": null,
      "held_by": "A writer or designer under a current agreement",
      "clearedTo": "L1",
      "operator": false,
      "onlyTags": [],
      "purposes": [],
      "read": "Published and internal material. Templates, brand rules, process notes, drafts.",
      "write": "Drafts, into the review queue and nowhere else.",
      "approve": "Nothing.",
      "run": "The brand check and the drafter.",
      "line": "The same clearance as an employee and none of the commercial material, because an agreement is not the same as a job."
    },
    {
      "id": "employee",
      "name": "Apex employee",
      "person": null,
      "held_by": "Anybody on the payroll without a further clearance",
      "clearedTo": "L1",
      "operator": false,
      "onlyTags": [],
      "purposes": [],
      "read": "Published and internal material.",
      "write": "Drafts and internal notes.",
      "approve": "Nothing outside their own work.",
      "run": "The brand check, the drafter, and the librarian.",
      "line": "The default. Most people are here, and most of what the company holds is above it."
    },
    {
      "id": "marketing-lead",
      "name": "Marketing Lead",
      "person": "Sami Torres",
      "held_by": "Sami Torres",
      "clearedTo": "L2",
      "operator": false,
      "onlyTags": [],
      "purposes": [],
      "read": "Up to confidential. Partner terms, the discount schedule, the pipeline.",
      "write": "Published pages, campaign material, brand rules.",
      "approve": "Marketing copy and anything that carries the brand.",
      "run": "The brand check, the drafter, the librarian, the proofer, the price check.",
      "line": "Cleared to commercial material and to no personal record, which is why the campaign builder is staged rather than running."
    },
    {
      "id": "account-manager",
      "name": "Account Manager",
      "person": "Jordan Vale",
      "held_by": "Jordan Vale",
      "clearedTo": "L2",
      "operator": false,
      "onlyTags": [],
      "purposes": [],
      "read": "Up to confidential. The terms of every partner they hold, the discount schedule, the pipeline.",
      "write": "Account briefs, proposals, and partner correspondence.",
      "approve": "What goes to their own partners.",
      "run": "The brand check, the drafter, the librarian, the proofer, the price check, the partner brief.",
      "line": "Reads the most commercially sensitive material in the company every day and still cannot publish, because publishing is an act and not a read."
    },
    {
      "id": "customer-success-lead",
      "name": "Customer Success Lead",
      "person": "Avery Kellen",
      "held_by": "Avery Kellen",
      "clearedTo": "L2",
      "operator": false,
      "onlyTags": [],
      "purposes": ["support-case"],
      "read": "Up to confidential, and a support case record when they are handling that case.",
      "write": "Case notes, onboarding kits, partner guides.",
      "approve": "Onboarding material and case resolutions.",
      "run": "The brand check, the drafter, the librarian, the proofer, the redactor, the support lookup, the onboarding kit.",
      "line": "The only role with a standing purpose for a personal record, and it opens one kind of record for one reason."
    },
    {
      "id": "operations-lead",
      "name": "Operations Lead",
      "person": "Morgan Reyes",
      "held_by": "Morgan Reyes",
      "clearedTo": "L3",
      "operator": true,
      "onlyTags": [],
      "purposes": ["incident"],
      "read": "The whole ladder, and an incident report because they are the person who has to act on it.",
      "write": "Process, price data, the rules themselves.",
      "approve": "Process changes, price rebuilds, and what may run unattended.",
      "run": "Everything an operator may run, which is every command that is not still staged.",
      "line": "An operator. The flag is what lets them make a system act, and it is separate from the clearance that lets them read."
    },
    {
      "id": "coo",
      "name": "COO",
      "person": "Dana Whitfield",
      "held_by": "Dana Whitfield",
      "clearedTo": "L3",
      "operator": true,
      "onlyTags": [],
      "purposes": [],
      "read": "The whole ladder, up to and including restricted. No personal record, because there is no purpose attached to the job.",
      "write": "Anything, and holds the named list for every restricted document.",
      "approve": "Anything, including what is allowed to run unattended.",
      "run": "Everything an operator may run.",
      "line": "The most senior role in the company and the clearest demonstration of rule R1: cleared to the top of the ladder and still refused a support case record."
    }
  ]
}