Separate quote preparation, independent review and administration within each authorized organization.
| Role | Customers and Organizations | Quote Preparation and Pricing | Network Configuration Review | Quote Review and Acceptance | Handoff and Reconciliation | Evidence and Corrections |
|---|---|---|---|---|---|---|
| Pricing Reviewer | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | Edit | — | Edit |
| Auditor | View | View | View | View | View | View |
| Quote Specialist | View | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | View | — | View | — | View |
Review eligible quote revisions independently and reconcile operational evidence without unrestricted editing.
Starts on: Draft Quotes
Maintain organization configuration and membership. Administration does not confer approval or execution authority.
Starts on: Active Customers
Read authorized evidence and reports with no write or action execution.
Starts on: Draft Quotes
Prepare assigned quotes, quote lines, network configurations and evidence, and execute eligible reviewed actions.
Starts on: Draft Quotes
Maintain account access and inspect reference configuration without gaining commercial review or execution authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.