Separate quote preparation, independent review and administrative maintenance.
| Role | Customer scope | Quote pricing | Solar design inputs | Independent review | Acceptance and handoff | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View |
| Pricing Reviewer | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | Edit | — | Edit |
| Quote Specialist | View | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | View | — | View | — | View |
Read authorized CPQ records and evidence with access to operational reports only.
Starts on: Submitted Designs
Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
Starts on: Submitted Designs
Maintain organizations, team membership and customers without business approval authority.
Starts on: Customer Directory
Prepare assigned draft quotes, quote lines, solar design inputs and attachment records; guarded workflows own protected transitions.
Starts on: Draft Pricing Queue
Maintains user access and supports membership reconciliation without business approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.