Give preparation, independent review, administration and audit distinct access.
Program Officer enters cases, needs, follow-up actions and attachments within authorized organizations.
Independent Grant Reviewer records review decisions and reads the case evidence without editing preparation records.
App Administrator maintains program records; Auditor reads records and summaries for oversight.
| Role | Programs and organizations | Community needs | Funding cases | Independent review | Delivery and receipts | Follow-up and corrections |
|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View |
| Program Officer | View | Edit | Edit | Edit | View | Edit |
| App Administrator | Edit | View | View | View | View | View |
| Independent Grant Reviewer | View | View | View | Edit | View | View |
| Admin | Edit | View | View | Edit | View | Edit |
Reads authorized summaries and aggregates across every table plus the four platform pages. No record creation or editing, no schema or administrative capability.
Starts on: Active funding cases
Prepares assigned work: record entry on Funding Cases, Community Needs, Follow Up Actions and Record Attachments, read-only on configuration, review and provenance tables. Scope to authorized organizations is enforced by workflow guards.
Starts on: Cases awaiting verification
Maintains approved configuration: record entry on Programs, read-only on all operational, review and provenance tables, and access to all four platform pages. No schema editing, deletion, bulk operations or export grants.
Reviews independent assigned work: record entry on Review Decisions only, read-only on every other table. Reviewers cannot approve their own preparation; the workflow guards enforce reviewer independence.
Starts on: Cases awaiting verification
Administers user access and organization setup for the program team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.