Assign event ownership, independent review, admissions and finance access.
Keep each event, budget, venue and staff member in its operating organization.
The person who submits a budget should be different from the person who approves it.
A reviewer decision belongs to the source revision it names; changed scope needs review.
Limit internal attachments and provider evidence to the people who need them.
| Role | Event planning | Budget review | Venues and organizations | Admissions | Payment evidence | Review and operations |
|---|---|---|---|---|---|---|
| Event Organizer | Edit | Edit | View | Edit | View | View |
| Budget Reviewer | Approve | Approve | — | — | View | Edit |
| Admissions Coordinator | View | View | — | Edit | View | View |
| Finance Reviewer | Edit | View | — | Edit | Edit | Edit |
| Admin | Edit | View | Edit | View | View | Edit |
Owns event plans, schedules, venue choices and draft corrections.
Starts on: Submitted budgets
Decides whether a submitted event budget can proceed and records the reason.
Starts on: Submitted budgets
Reserves capacity and records entry for an open event.
Starts on: Event calendar
Checks provider payment evidence and closeout discrepancies.
Starts on: Budget status board
Maintains organizations, staff access and venue records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.