Experts

The expert as a person on the platform — the directory they appear in, the evidence they submit, and the scores they carry. Their own profile data has its own pages: Expert knowledge and Expert experience. See Reading the tables for the conventions.

Capabilities

Capability	Gate	Admin	CSM	SDM	Expert	Vendor	Customer
View the people on an engagement	`people.view`	✔️	✔️	✔️	❌	❌	✔️ (own)
Add an expert to a lead’s match set	`match.add`	✔️	❌	✔️	❌	❌	❌
Override the match ranking	`match.override`	✔️	❌	✔️	❌	❌	❌
Rate an expert on a delivered lead	`expert.rate`	✔️	❌	❌	❌	✔️	❌
View CSAT scores	`csat.view`	✔️	✔️	✔️	❌	✔️	✔️ (own)
Submit a CSAT score	`csat.submit`	✔️	❌	❌	❌	❌	✔️

Match curation is the SDM’s job, not the CSM’s — match.add and match.override are the only capabilities that split the two manager roles. Rating a delivered expert belongs to the vendor. Experts hold no csat.view of their own: their scores reach them through their engagement, not through the CSAT surface.

Surfaces

Page	Gate	Admin	CSM	SDM	Expert	Vendor	Customer
`/users`, `/users/[id]`	explicit — full-tenant directory, staff only	✔️	✔️	✔️	❌	❌	❌
`/expert-evidence`	explicit — the evidence review queue	✔️	❌	✔️	❌	❌	❌
`/csat`	derived from `csat.view`	✔️	✔️	✔️	❌	✔️	✔️
`/admin/users`	explicit — admin config surface	✔️	❌	❌	❌	❌	❌

There is no standalone experts table: experts appear in the tenant-wide user directory at /users alongside every other role. That directory renders full-tenant PII with no per-persona scoping, which is why it carries an explicit staff-only list rather than deriving from people.view. Submitted evidence is reviewed at /expert-evidence by admins and SDMs.

Creating and administering expert accounts — inviting them, changing their primary role, granting extra roles or per-user permissions — is an admin capability on the user detail page; see Roles → Admin.