Assign case preparation, independent decisions, administration and audit access.
Operations Manager maintains assigned application work and supporting material within the organization.
Credit Reviewer reviews the submitted revision independently and records the outcome and reasons.
Auditor reads the case, evidence and decision trail without changing it.
App Administrator maintains applicant, organization and staff setup.
| Role | Applicants and organizations | Application intake | Decision review | Obligations and repayments | Provider evidence | Provider accounts and reconciliation |
|---|---|---|---|---|---|---|
| Operations Manager | — | Edit | Edit | Edit | Edit | — |
| Credit Reviewer | — | — | — | — | — | — |
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | Edit | — | Edit | — |
| Admin | Edit | Edit | Edit | — | Edit | — |
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: Applications in review
Review eligible application 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: Applications in review
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Starts on: Confirmed applications
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 applicants
Maintain access setup and review organization configuration without granting independent decision authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.