Separate treasury preparation, independent decisions, setup and audit access.
Team membership ties a user to the organization whose work they may see and act on.
Decision authority is checked by guarded actions against the current revision and the actual reviewer.
Audit access exposes authorized evidence without allowing an instruction or provider action.
| Role | Bank instructions | Independent review | Provider accounts | Account applications | Evidence and reconciliation | Operations control |
|---|---|---|---|---|---|---|
| Independent Treasury Approver | — | — | — | — | — | — |
| Treasury Preparer | Edit | Edit | — | Edit | — | — |
| App Administrator | Edit | Edit | Edit | — | — | Edit |
| Auditor | — | — | — | — | — | — |
| Admin | View | View | View | — | — | View |
Review eligible instruction 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.
Starts on: Provider Pending Instructions
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.
Starts on: Provider Pending Instructions
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
Starts on: Active Provider Accounts
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Starts on: Provider Pending Instructions
Maintain the application setup and review access configuration without receiving treasury decision authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.