Separate stock preparation, supervisory decisions and evidence inspection within the operating organization.
Inventory Clerk maintains operating records and prepares stock requests and robot tasks. Execution uses the eligible guarded stock actions and the current authorized scope.
Inventory Supervisor decides stock requests, handles corrections and reversals, reconciles evidence and maintains allocation policies. Seeing a decision queue does not by itself grant action authority.
The person who decides a submitted robot task must be different from its creator. A supervisor who created the task needs another eligible reviewer.
Auditor reads authorized records and their decision, receipt and movement history. App Administrator maintains organizations and membership; Admin handles platform user setup.
| Role | Storage Locations and Items | Induction and Handling Units | Stock Requests | Lots and Reservations | Robot Tasks | Stock Movements | Review and Reconciliation |
|---|---|---|---|---|---|---|---|
| Inventory Clerk | Edit | Edit | Edit | Edit | Edit | Edit | Edit |
| Auditor | View | View | View | View | View | View | View |
| App Administrator | Edit | View | Edit | View | Edit | View | View |
| Inventory Supervisor | View | View | View | Edit | View | View | View |
| Admin | Edit | — | View | — | View | — | — |
Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.
Starts on: Open Stock Requests
Read-only access to every record and the evidence trail (decisions, receipts, movements).
Starts on: Robot Review Queue
Maintain the organization and its team members.
Starts on: Open Stock Requests
Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
Starts on: Robot Review Queue
Maintain platform user setup and inspect organization membership during access configuration.
Start free, then use Proto to change fields, steps and approvals before your team goes live.