Guide credentials
Permissions
- Edit own permitted professional details through D090; no HOL signup approval; verified claims remain separate.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
All rolesRoles + permissions · Working proposal
Guide
Self-service Guide label, bio, qualifications, expertise/service areas, mutual affiliations and published work on the same person profile. No HOL signup approval; verified badge is separate. Paid professional features deferred.
Andy-selected demo scope, October17; production policy validation separate · 32 individual features
People behind this role
Self-service identities share one person profile and one Professional workspace; verify email before publication. Separately verified badges, paid entitlement and editorial authority are independent. Paid professional tools are deferred.
Features and permissions
Story dots show implementation: green = done, amber = in progress, gray = planned. Feature delivery and stakeholder review are tracked separately. A dash means no story yet covers this role’s action.
Matrix updated 2026-10-19. Delivery labels use recorded evidence from 2026-10-07; Unverified means feature-level delivery is not established. Reviews remain Not recorded until a dated session or feedback record supports an outcome.
| Feature set | Feature | Permissions | User stories | Demo status | Stakeholder review |
|---|---|---|---|---|---|
| Profile | Guide credentials |
| Built in dev | Not recorded | |
| Expertise and affiliations |
| Built in dev | Not recorded | ||
| Service areas |
| Built in dev | Not recorded | ||
| Self-service professional setup |
| Built in dev | Not recorded | ||
| Discovery | Place/map presence |
| Not built | Not recorded | |
| Community | Field observation |
| Not built | Not recorded | |
| Expert sessions | Receive questions |
| Not built | Not recorded | |
| Draft an answer |
| Not built | Not recorded | ||
| Submit answer for review |
| Not built | Not recorded | ||
| Events | Clinic association |
| Not built | Not recorded | |
| Verification | Submit evidence |
| Not built | Not recorded | |
| See verification result |
| Not built | Not recorded | ||
| Public profiles | Public profile and organization preview |
| Built in dev | Not recorded | |
| Account security | Password sign-in |
| Built in dev | Not recorded | |
| Sign out and session expiry |
| Built in dev | Not recorded | ||
| Password recovery |
| Built in dev | Not recorded | ||
| Account email change |
| Built in dev | Not recorded | ||
| Account password change |
| Built in dev | Not recorded | ||
| Signed-in devices |
| Built in dev | Not recorded | ||
| Two-step verification |
| Built in dev | Not recorded | ||
| Workspaces | Combined Professional workspace |
| Built in dev | Not recorded | |
| Affiliations | Mutual affiliation agreement |
| Built in dev | Not recorded | |
| Account settings | Settings navigation |
| Unverified | Not recorded | |
| Your profile editor |
| Unverified | Not recorded | ||
| Interests and starting preferences |
| Not built | Not recorded | ||
| Notifications settings |
| Not built | Not recorded | ||
| Membership settings |
| Not built | Not recorded | ||
| Privacy settings |
| Not built | Not recorded | ||
| Payments and purchases | Saved payment methods |
| Not built | Not recorded | |
| Delivery addresses |
| Not built | Not recorded | ||
| Shop purchases and receipts |
| Not built | Not recorded | ||
| Membership billing history |
| Not built | Not recorded |
Profile
Expertise and affiliations
Permissions
- Edit own permitted professional details through D090; no HOL signup approval; verified claims remain separate.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Service areas
Permissions
- Edit own permitted professional details through D090; no HOL signup approval; verified claims remain separate.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Self-service professional setup
Permissions
- Maintain bio, qualifications, service areas and work; no HOL signup approval or automatic verified badge.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Discovery
Place/map presence
Permissions
- Appear in appropriate place and people discovery.
User stories
- Demo status
- Not built
- Stakeholder review
- Not recorded
Community
Field observation
Permissions
- Submit a bounded professional observation; assigned Guide workflow in the linked story.
- Demo status
- Not built
- Stakeholder review
- Not recorded
Expert sessions
Receive questions
Permissions
- See assigned/reviewed member questions; assigned Guide workflow in the linked story.
- Demo status
- Not built
- Stakeholder review
- Not recorded
Draft an answer
Permissions
- Prepare an expert response; assigned Guide workflow in the linked story.
- Demo status
- Not built
- Stakeholder review
- Not recorded
Submit answer for review
Permissions
- Submit the response to the agreed reviewer; authority to decide.
- Demo status
- Not built
- Stakeholder review
- Not recorded
Events
Clinic association
Permissions
- Appear with approved clinics/events; host management authority to decide.
- Demo status
- Not built
- Stakeholder review
- Not recorded
Verification
Submit evidence
Permissions
- Optional verified-claim workflow only, not an entry gate. Submit professional evidence; private application and reviewer-only decision in D071/D029.
- Demo status
- Not built
- Stakeholder review
- Not recorded
See verification result
Permissions
- Optional verified-claim workflow only, not an entry gate. See review status/result; private application and reviewer-only decision in D071/D029.
- Demo status
- Not built
- Stakeholder review
- Not recorded
Public profiles
Public profile and organization preview
Permissions
- Public profile preview exists; self-service edits and mutual affiliations use D090/D098; no credential/signup gate.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Account security
Password sign-in
Permissions
- Use verified email/password and a safe original return; role previews grant no real authority.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Sign out and session expiry
Permissions
- End the current session and reauthenticate after expiry/revocation.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Password recovery
Permissions
- Recover only my account through verified recovery; preserve required MFA and independent entitlement.
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Account email change
Permissions
- Change and verify only my sign-in email; preserve stable identity and independent org public contacts.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Account password change
Permissions
- Change only my own password through recent-auth/MFA checks; D086 remains forgotten-password recovery.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Signed-in devices
Permissions
- Inspect/revoke my actual local sessions and prove effective denial; no cross-account access.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Two-step verification
Permissions
- Optionally enroll MFA and require its challenge once enabled; professional status does not grant staff rights.
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Workspaces
Combined Professional workspace
Permissions
- Use all selected professional tools on one account; paid Guide tools remain deferred.
User stories
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Affiliations
Mutual affiliation agreement
Permissions
- Person and org confirm; either may remove reciprocal public links.
- Demo status
- Built in dev
- Stakeholder review
- Not recorded
Account settings
Settings navigation
Permissions
- Open my own shared settings from every permitted workspace; viewing settings does not change saved Home.
User stories
- Demo status
- Unverified
- Stakeholder review
- Not recorded
Your profile editor
Permissions
- Edit my own name, profile line, approved image choice and broad region; preserve optional blanks and unrelated settings.
User stories
- Demo status
- Unverified
- Stakeholder review
- Not recorded
Interests and starting preferences
Permissions
- Manage my own interests; only an explicit eligible Home/workspace choice changes the selected preference.
- Demo status
- Not built
- Stakeholder review
- Not recorded
Notifications settings
Permissions
- Manage my own optional categories through the planned dedicated editor; no delivery channel or mandatory-message opt-out is inferred.
User stories
- Demo status
- Not built
- Stakeholder review
- Not recorded
Membership settings
Permissions
- Read my own trusted plan/access state and open eligible existing membership flows; no paid professional/org grant or invented bill.
User stories
- Demo status
- Not built
- Stakeholder review
- Not recorded
Privacy settings
Permissions
- Understand owner-only fields and explicit professional publication; only supported policy-backed controls may be offered.
- Demo status
- Not built
- Stakeholder review
- Not recorded
Payments and purchases
Saved payment methods
Permissions
- Manage only my own future provider-backed safe summaries; no raw card data, actual charge or organization billing authority.
User stories
- Demo status
- Not built
- Stakeholder review
- Not recorded
Delivery addresses
Permissions
- Manage only my own private future delivery addresses; do not publish precise location or rewrite past orders.
User stories
- Demo status
- Not built
- Stakeholder review
- Not recorded
Shop purchases and receipts
Permissions
- Read only my owned future order/receipt data; no fulfillment/refund/operator authority.
User stories
- Demo status
- Not built
- Stakeholder review
- Not recorded
Membership billing history
Permissions
- Read only my own future bills/receipts, independently of current free/paid access; no test-entitlement charge/renewal inference.
- Demo status
- Not built
- Stakeholder review
- Not recorded