App Administrator
Maintains organization configuration and membership.
Can
- Access assigned records
Starts on: Matters in progress
- Corporate Governance
- Roles and access
Who can do what in Corporate Governance
Assign preparation, independent review and evidence access deliberately.
How permissions work
Organization scope
Link team members to organizations and users before assigning matters.
Decision ownership
The coordinator prepares records; the supervising attorney reviews eligible revisions and resolution evidence.
Evidence visibility
Treat internal and shared attachments according to their recorded visibility and the user's access.
Audit reading
Give auditors the authorized evidence and reports needed to understand a decision without changing it.
Who can do what
| Role | Matters | Board Resolutions | Conflict and Review | Deadlines and Events | Documents | Evidence and Operations |
|---|---|---|---|---|---|---|
| App Administrator | — | — | — | — | — | — |
| Auditor | — | — | — | — | — | — |
| Matter Coordinator | — | — | — | — | — | — |
| Supervising Attorney | — | — | — | — | — | — |
| Admin | Edit | Edit | Edit | Edit | — | Edit |
Each role in detail
Auditor
Read authorized evidence and reports.
Can
- Access assigned records
Starts on: Board resolutions awaiting decision
Matter Coordinator
Prepare assigned operational records and execute eligible reviewed actions.
Can
- Access assigned records
Starts on: Matters in progress
Supervising Attorney
Review eligible revisions independently and reconcile operational evidence.
Can
- Access assigned records
Starts on: Matters in progress
Admin
Maintains user access and helps set up organization boundaries without making the supervising attorney's review decision.
Can
- Manage Users, Organizations, team members
- View Matters, board resolutions, operation receipts
Set up Corporate Governance your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.