Northstar EV Infrastructure
EV Infrastructure Workspace
Sarah Miller
Owner
Roles & Permissions
Syntra DemoMap workspace roles, approval authority, and blocked external actions before production connection.
8
Demo Roles
Role definitions for EV workspace
7
Demo Users
Fictional users mapped to roles
22
Permission Actions
Granular action-level controls
5
Approval Authorities
Role-based approval gates
0
External Writes Allowed
All blocked in demo mode
Role Definitions
Eight demo roles with distinct permissions and approval authorities
Owner / Executive Approver
Full workspace visibility and final deliverable sign-off. Approves the assembled proposal package before external delivery.
Key Permissions
Approval Authority
Final deliverable approval
External Write Status
Blocked in demo — requires production mode + human approval
Project Coordinator
Manages daily reports, missing inputs, package assembly, and approval routing. Coordinates workflow across all agents.
Key Permissions
Approval Authority
Workflow routing & package assembly
External Write Status
Blocked in demo — can prepare drafts but cannot send
Proposal Reviewer
Reviews proposal content, executive summaries, and deck outlines for accuracy and completeness.
Key Permissions
Approval Authority
None (review only — does not approve)
External Write Status
Blocked in demo — review role only
Brand Reviewer
Reviews and approves client logo usage, brand assets, and template formatting before client-facing export.
Key Permissions
Approval Authority
Brand / client logo usage
External Write Status
Blocked in demo — can manage assets but cannot publish externally
Incentive Reviewer
Reviews and approves incentive assumptions, funding estimates, and rebate calculations for proposal packages.
Key Permissions
Approval Authority
Incentive assumptions
External Write Status
Blocked in demo — assumptions are fictional
Business Case Reviewer
Reviews and approves financial assumptions, ROI/TCO matrices, and business case recommendations.
Key Permissions
Approval Authority
Business case assumptions
External Write Status
Blocked in demo — financial assumptions are fictional
Read-Only Viewer
Can view assigned workspace areas but cannot generate, approve, or trigger any action.
Key Permissions
Approval Authority
None — read-only access
External Write Status
Blocked in demo — no action permissions
Demo Admin
Can view all demo areas for demonstration purposes. Cannot perform real external writes.
Key Permissions
Approval Authority
None — demo oversight only
External Write Status
Blocked in demo — demo mode prevents all real external writes
Permission Matrix
Demo-mode action permissions across all roles — external writes blocked globally
| Action | Owner / Exec Approver | Proj. Coord. | Proposal Rev. | Brand Rev. | Incentive Rev. | Biz Case Rev. | Read-Only |
|---|---|---|---|---|---|---|---|
| Generate deck | |||||||
| Edit brand kit | |||||||
| Approve client logo usage | |||||||
| Approve incentive assumptions | |||||||
| Approve business case assumptions | |||||||
| Approve final deliverable | |||||||
| Prepare email draft | |||||||
| Send email | |||||||
| Prepare Smartsheet writeback | |||||||
| Execute Smartsheet writeback | |||||||
| Save to SharePoint | |||||||
| Manage integration config |
Demo User Assignments
Fictional demo users mapped to EV Infrastructure workspace roles
Sarah Miller
Owner / Executive Approver
Jordan Lee
Project Coordinator
Priya Shah
Brand Reviewer
Marcus Reed
Incentive Reviewer
Elena Brooks
Business Case Reviewer
Avery Chen
Proposal Reviewer
Taylor Morgan
Read-Only Viewer
All users are fictional and for demonstration purposes only. No real emails, tenant IDs, groups, or customer information are connected.
Blocked External Actions
All external writes are blocked in demo mode regardless of role
Send client email
Blocked in demo mode — production requires human approval + email integration
Create calendar event
Blocked in demo mode — production requires human approval + calendar integration
Execute Smartsheet writeback
Blocked in demo mode — production requires human approval + Smartsheet integration
Save final package to SharePoint
Blocked in demo mode — production requires human approval + SharePoint integration
External LLM usage
Disabled by default — production requires explicit approval and configuration
Real sends and writes remain blocked in demo mode regardless of role. Production mode requires human approval, OAuth consent, and verified integration configuration before any external action is permitted.
Approval Authorities
Which role holds approval authority for each critical action
Brand / client logo usage
Approved by Brand Reviewer
Incentive assumptions
Approved by Incentive Reviewer
Business case assumptions
Approved by Business Case Reviewer
Final deliverable
Approved by Owner / Executive Approver
Production integration enablement
Approved by Owner / Executive Approver
All approval authorities must sign off before external delivery. In production, each authority maps to a real user with verified credentials.
Demo Safety
This preview uses fictional demo data only. All roles, users, and permissions are for demonstration purposes. No real emails, tenant IDs, customer data, or external systems are connected. External writes remain blocked in demo mode regardless of role. No Microsoft 365, Graph, SharePoint, Copilot, Smartsheet, Outlook, Teams, Calendar, or email integrations are active.