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: Instruction board
- ATM Management System
- Roles and permissions
Who can do what in ATM Management System
Separate instruction preparation, independent approval and evidence review.
Who can do what
| Role | Banking instructions | Account scope | Independent review | Provider outcomes | Account applications | Settlement reconciliation | Operations control |
|---|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — | — |
| App Administrator | Edit | Edit | Edit | Edit | Edit | — | — |
| Maintenance Preparer | Edit | — | Edit | Edit | Edit | — | Edit |
| Independent Maintenance Approver | — | — | — | — | — | — | — |
| Operations Analyst | View | View | — | View | — | Edit | Edit |
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 Organizations, People, service providers
Starts on: My banking instructions
Maintenance Preparer
Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and provider evidence is read-only; guarded workflows authorize every transition.
Can
- Manage account applications, record attachments, work orders
Starts on: Instruction board
Independent Maintenance Approver
Review eligible work order revisions independently and reconcile operational 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: Instruction board
Operations Analyst
Investigates provider movement discrepancies and checks whether recorded operations had their claimed effects.
Can
- Manage reconciliation items, operation receipts
- View work orders, work evidence, account snapshots, financial accounts
Starts on: Provider outcomes to verify
Set up ATM Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.