Roles & Permissions

SeedTrust has two categories of users: external clients who interact with their cases, and internal staff who manage operations.

External Clients

Intended Parent (IP)

The depositor — funds the escrow account.

• View-only access to all financials
• Sees: balance overview, journey timeline, case status, milestone progress
• Cannot: submit disbursement requests, upload receipts, or modify case data
• Key questions they need answered: “What is my balance?” and “Where is the case?”

Gestational Carrier (GC)

The primary payee — receives compensation throughout the journey.

• Can submit disbursement requests and upload receipts
• Sees: payment schedule (card-based, grouped by month), upcoming payments, compensation breakdown
• Mobile-first: large touch targets, one-handed operation, camera-first receipt upload
• Key actions: upload receipt, request lost wages, view compensation schedule, chat with case manager

Egg Donor

Short-term payee — limited access for specific reimbursement cycles.

• Can submit receipts via a fast upload flow
• Sees: payment status, appointment confirmations
• Strictly mobile-first, minimal interface
• Shares the same DR submission flow as GC (the interface detects the role and adjusts titles and navigation)

Agency

Case manager — manages 50+ cases across multiple surrogates and IPs.

• Can submit disbursement requests on behalf of surrogates
• Sees: multi-case dashboard with per-case DR submission
• Has a dedicated 4-step submission flow (Case → Payee → Items → Review)
• Key need: quick-switch between cases, bulk operations

Internal Staff

Contracts Team

• Sees: case detail, GSA upload wizard, agency management, disbursement type configuration, template library
• Can do: upload and review GSA contracts, configure disbursement types, manage agencies, create and edit templates
• Primary workspace: case detail page with contract-related tabs

Payments Team

• Sees: disbursement request approval queue, payment processing
• Can do: approve or reject DRs, batch ACH processing, flag urgent requests
• Primary workflow: DR appears in queue → review receipt against contract terms → approve/reject with notes

Legal Team

• Sees: audit trails, contract amendments
• Can do: review case history, flag compliance issues

Credit Card Team

• Sees: receipt matching interface
• Can do: match uploaded receipts to credit card transactions

Accounting Team

• Sees: general ledger views, reconciliation reports
• Can do: reconcile disbursements, generate financial reports

Super Admin

• Sees: everything — all features across both portals
• Can do: override any setting, manage user roles, access the Template Library in Settings
• Exclusive access: Settings section in the admin sidebar (collapsible), system-level configurations