Roles & who sees what¶
Chronity has a deliberately small set of roles. Most people in a firm are just users. A couple are admins. One of those admins is, by convention, the firm's AI Lead. Behind the scenes, Chronity (the supplier) has a super-admin role for platform support.
The important thing to understand is visibility scoping — who can see whose records — because the RICS Standard is built around supervision, and Chronity mirrors your firm's supervision structure rather than inventing its own.
The roles¶
| Role | What it is | What they see |
|---|---|---|
| User | Any fee-earner or member of staff who uses Claude. | Their own records. |
| Admin | A user who also has the admin portal. Invites people, manages seats and settings, runs the firm's compliance posture. | Everything in the firm. |
| AI Lead | Not a separate switch — it's the admin who owns AI governance: signs the MIA, signs the quarterly risk register, approves alert rules. A firm names one. | Everything in the firm. |
| Super-admin | Chronity's own platform operators, for support and provisioning. | Cross-tenant, for support only. Never your client content in plain form. |
"Admin" and "user" are separate from professional qualification. Three properties on each person drive how the Standard's supervision requirement is met:
- Professional registration — free text such as
MRICS,FRICS, or Registered Valuer. It marks someone as a named qualified surveyor. - Can sign off Track 1 — "qualified to take professional responsibility for their own formal work." It is not a separate-reviewer switch.
- Supervisor — an optional link to another user. It is what makes a trainee's formal work appear under their supervising surveyor's name.
Visibility scoping — the one rule that matters¶
There is a single rule, used everywhere — the dashboard, reliability notes, alerts, the daily digest:
| Your situation | You see |
|---|---|
| Independent qualified surveyor (registered, no supervisor) | Your own records only |
| A supervisor (you have people reporting to you) | Your own records plus everyone you supervise |
| A supervised surveyor (you have a supervisor) | Your own records only |
| Admin / AI Lead | Every record in the firm |
A trainee's Track 1 reliability note names their supervising qualified surveyor as the responsible professional — the supervision relationship isn't just a visibility setting, it's expressed in the compliance record itself.
A worked example — Harper & Drummond¶
Throughout this documentation we use a fictional practice, Harper & Drummond, chartered surveyors and land agents of Mere, Wiltshire. Their people show how the roles fit together:
| Person | Role | Registration | Supervisor | Sees |
|---|---|---|---|---|
| James Harper | Admin (and the firm's AI Lead) | MRICS FAAV | — | Everything in the firm |
| Catherine Drummond | Admin | MRICS | — | Everything in the firm |
| Tom Ashford | User (surveyor) | — | James Harper | His own records |
| Sophie Keane | User (surveyor) | — | Catherine Drummond | Her own records |
| Maggie Trent | User (deactivated) | — | — | No access (left the firm) |
So when Tom Ashford uses Claude to help draft a formal valuation letter, the resulting Track 1 reliability note names James Harper MRICS as the responsible surveyor. James sees Tom's records because he supervises him; Catherine sees Sophie's for the same reason; both, as admins, can see the whole firm. Maggie's account is deactivated — she keeps no access, and her historical records remain in the audit trail.
Deactivating someone
Deactivating a user immediately removes their access but keeps their historical records — that's deliberate. The audit trail has to survive someone leaving the firm. See Tenant-admin → Your team.
Next: the Glossary — every term these guides use, defined once.