03 personas roles
Overview
The platform serves multiple user types, each with distinct needs, permissions, and workflows. Understanding these personas is critical for designing features and user experiences.
Roles Defined
Retail User
Profile: Individual consumers seeking to offset personal carbon footprint or make impact investments.
Key Characteristics:
May have limited blockchain/crypto knowledge
Values simplicity and transparency
Typically purchases small quantities (0.01 - 10 tons)
Wants proof of impact for personal ESG claims
Capabilities:
Browse marketplace and project details
Purchase fractional credits (e.g., 0.25 tons)
Hold credits in wallet (non-custodial or custodial)
Retire credits for personal ESG proof
Download retirement certificates
View purchase and retirement history
Restrictions:
Cannot submit projects
Cannot access enterprise features
May be subject to KYC/AML gates (jurisdiction-dependent)
Transfer permissions depend on project policy
User Journey Focus:
Simple onboarding
Clear project verification status
Easy purchase flow
One-click retirement
Certificate access
Enterprise User (B2B)
Profile: Organizations (corporations, institutions) managing carbon offsets for compliance, ESG reporting, or sustainability goals.
Key Characteristics:
Requires exact quantity accounting
Needs audit-ready documentation
Values automation and scheduling
Typically purchases large quantities (hundreds to thousands of tons)
Requires role-based access control
Capabilities:
Create organization profile
Manage team members with roles (admin, finance, auditor)
Input emissions data (Scope 1/2/3)
Receive project recommendations
Purchase exact quantities (e.g., 12,437.62 tons)
Schedule automated retirement (monthly/quarterly/annual)
Export ESG reports and audit trails
Access auditor read-only views
Restrictions:
Cannot submit projects
Cannot access governance features
Must complete organization setup before purchasing
May require compliance verification
User Journey Focus:
Organization onboarding
Emissions mapping
Bulk purchase workflows
Scheduled retirement management
Report generation and export
Project Owner / Issuer
Profile: Organizations or individuals who own carbon projects and want to issue credits on the platform.
Key Characteristics:
Owns or represents a carbon project
Has project documentation ready
Understands verification requirements
Needs to track project status
Capabilities:
Submit project for verification
Upload project documents (ownership, verifier reports, MRV data)
Track PoAI review status
Respond to reviewer requests for changes
View project approval status
Monitor credit issuance and sales
Restrictions:
Cannot approve own projects
Cannot bypass PoAI verification
Cannot set issuance caps (governance-controlled)
Cannot issue credits directly (governance-controlled)
User Journey Focus:
Project submission workflow
Document upload and management
Status tracking and notifications
Communication with reviewers
Verifier / PoAI Reviewer
Profile: Certified reviewers who validate project integrity and generate PoAI proofs.
Key Characteristics:
Technical expertise in carbon project verification
Access to verification tools and databases
Responsible for integrity checks
Must provide signed approvals
Capabilities:
View submitted projects and documents
Run integrity checks (Asset, Data, Process)
Mark checks as PASS/FAIL/WARN
Request changes from issuers
Generate PoAI proof bundles
Sign approval recommendations
Access audit logs
Restrictions:
Cannot approve projects without checks
Cannot modify project documents
Cannot bypass governance approval
Cannot issue credits
User Journey Focus:
PoAI case management
Document review interface
Check completion workflow
Proof generation and signing
DAO Voter / Governance Member
Profile: Platform stakeholders who participate in decentralized governance decisions.
Key Characteristics:
Holds governance tokens or voting rights
Participates in project approvals
Sets platform policies and parameters
Values transparency and auditability
Capabilities:
View governance proposals
Vote on project onboarding
Vote on issuance caps
Vote on project suspensions
Vote on parameter updates (fees, limits, thresholds)
View proposal history and execution status
Restrictions:
Cannot directly mint projects
Cannot bypass PoAI requirements
Voting power may be weighted
Cannot execute proposals without quorum
User Journey Focus:
Proposal discovery and review
Voting interface
Proposal execution tracking
Governance history
Admin / Operator
Profile: Platform operators managing day-to-day operations, support, and configuration.
Key Characteristics:
Technical platform knowledge
Handles support and incidents
Manages platform configuration
Non-custodial preferred (security best practice)
Capabilities:
Manage platform configuration
Handle support tickets
Monitor system health
Trigger emergency pauses
Access audit logs
Manage user accounts (limited)
Configure marketplace parameters
Restrictions:
Cannot mint credits without governance
Cannot approve projects without PoAI
Cannot access user funds
Must follow governance policies
User Journey Focus:
Dashboard and monitoring
Support ticket management
Configuration management
Incident response
Role-Based Access Control (RBAC)
Permission Matrix
Browse Marketplace
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Purchase Credits
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Retire Credits
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Submit Projects
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Review PoAI
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✅
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Vote on Governance
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Configure Platform
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View Audit Logs
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✅ (own)
✅ (own)
✅ (assigned)
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User Onboarding Flows
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