Admin
Maintains organization context, access and the operating setup.
Can
- Manage Organizations, Projects, team members, Users
- View work packages, impact assessments, Tasks, review decisions, record attachments, operation receipts
- Change Request Management
- Roles and access
Who can do what in Change Request Management
Assign clear ownership for preparation, delivery and independent review.
How permissions work
Work from the organization
Keep projects, packages and team members associated with the organization that owns the change.
Separate preparation from decision
The package owner and analyst prepare the material; an Independent Reviewer records the choice on a named revision.
Check the record
The reviewer reads the package, assessment, tasks and evidence before deciding. Admin can investigate failed operation receipts.
Who can do what
| Role | Organization and projects | Scoped work packages | Impact assessments | Task delivery | Review decisions | Evidence and receipts |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Delivery Lead | Edit | Edit | Edit | Edit | View | View |
| Project Manager | Edit | Edit | Edit | Edit | View | View |
| Business Analyst | View | View | Edit | View | View | Edit |
| Independent Reviewer | — | View | View | View | Edit | View |
| Delivery Contributor | View | View | View | Edit | — | Edit |
Each role in detail
Delivery Lead
Owns the change portfolio and resolves work that needs a decision or correction.
Can
- Manage Projects, work packages
- View impact assessments, Tasks, review decisions, record attachments, operation receipts, Organizations
Starts on: Assessments submitted
Project Manager
Owns the affected project and its scoped packages.
Can
- Manage Projects, work packages, Tasks
- View impact assessments, review decisions, record attachments, operation receipts
Starts on: Packages by status
Business Analyst
Prepares package scope and impact information for review.
Can
- Manage impact assessments, record attachments
- View work packages, Projects, Tasks, review decisions
Starts on: Assessments submitted
Independent Reviewer
Examines the submitted package revision and records a reasoned decision.
Can
- Manage review decisions
- View work packages, impact assessments, Tasks, record attachments, operation receipts
Starts on: Assessments submitted
Delivery Contributor
Carries out assigned task work and supplies supporting evidence.
Can
- Manage Tasks, record attachments
- View work packages, impact assessments, Projects
Starts on: Task Board by Status
Set up Change Request Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.