Agree who prepares requests, checks evidence and makes the business decision.
| Role | Request intake | Route policies | Approver decisions | Evidence review | Execution tracking | Exceptions and corrections |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | Edit | View | View |
| Request Owner | Edit | View | View | Edit | — | View |
| Approval Coordinator | View | Edit | View | View | View | Edit |
| Approver | Approve | View | Edit | View | — | View |
| Evidence Reviewer | View | View | View | Approve | — | View |
| Execution Operator | View | View | View | View | Edit | Edit |
Maintains business units, staff access and route configuration without receiving approval authority solely through administration.
Prepares assigned requests and supporting documents, then follows their review and correction history.
Starts on: Open approval requests
Maintains route context, monitors due requests and assigns exception follow-up within the agreed organization scope.
Starts on: Submitted approval inbox
Decides the assigned eligible step of a request after inspecting its revision and evidence.
Starts on: Submitted approval inbox
Verifies supporting documents and records independent review outcomes against the selected request revision.
Starts on: Decision chain entries
Investigates operation outcomes and completes assigned execution follow-up while preserving original receipts.
Starts on: Execution reconciliation queue
Start free, then use Proto to change fields, steps and approvals before your team goes live.