Auditor
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Can
- Access assigned records
Starts on: Verified cash receipts
- Accounting + Invoicing for Freelancers
- Roles and permissions
Who can do what in Accounting + Invoicing for Freelancers
Separate preparation, independent review and organization administration.
Who can do what
| Role | Accounting documents | Billable time | Clients and organization | Ledger and balances | Cash reconciliation | Review and evidence |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | — | Edit | — | — | Edit |
| Accounting Preparer | Edit | Edit | — | — | — | Edit |
| Accounting Reviewer | — | — | — | — | — | — |
| Admin | View | — | Edit | — | — | View |
Each role in detail
App Administrator
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
Can
- Manage business partners, Organizations, team members
Starts on: Active business partners
Accounting Preparer
Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted, posted and recorded evidence is read-only; guarded workflows authorize every transition.
Can
- Manage accounting documents, billable time, record attachments
Starts on: Open accounting documents
Accounting Reviewer
Review eligible document revisions independently and reconcile recorded evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
Can
- Access assigned records
Starts on: Open accounting documents
Admin
Maintain technical membership setup without document approval or financial execution authority.
Can
- Manage Users
- View Organizations, team members
Set up Accounting + Invoicing for Freelancers your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.