ERP Template - User Security Matrix

ERP User Security & Permissions Matrix  XLSX

ERP_Sherpas_User_Security_Permissions_Matrix.xlsx

An ERP-agnostic security design matrix covering 18 standard ERP roles across all core functional modules — Finance, Procurement, Sales, Warehouse, Manufacturing, HR, and executive access — with a five-tier access level framework (Full, Edit, Approve Only, View Only, No Access) applied to each function and role combination. Companion sheets provide full role descriptions and a change log.

For a PM, the security matrix is the governance artefact that proves the principle of least privilege and segregation of duties have been applied to the system design — it is frequently requested by internal audit, external auditors, and IT security teams before go-live sign-off can be obtained, and having a clean, structured template prevents this from becoming a last-minute scramble.