Separate assigned relationship work, independent commercial review and brokerage setup.
Relationship Owner prepares opportunities, visits, activities and attachments within the authorized scope. Protected transitions use guarded actions with the expected revision.
Sales Manager reads authorized records and decides eligible revisions through review actions. The role's table access remains read-only; approval authority does not grant general record editing.
App Administrator maintains organizations, memberships, accounts and properties. That responsibility does not supply operational approval authority.
Auditor reads authorized evidence and reports. Receipt investigation does not grant permission to run reconciliation or edit the commercial result.
Admin maintains platform users. A membership record and role scope must still be resolved before a person acts on an opportunity.
Sales Manager and Auditor can inspect the reservation schedule. Relationship Owner prepares the visit through its authorized path; direct property and reservation access follows the role's configured permissions.
| Role | Accounts and Ownership | Property Listings | Opportunity Pipeline | Activities and Evidence | Property Visits | Proposal and Outcome Review | Corrections and Reconciliation |
|---|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View | View |
| Sales Manager | View | View | View | View | View | View | View |
| Relationship Owner | View | — | Edit | Edit | Edit | Edit | Edit |
| App Administrator | Edit | Edit | Edit | Edit | — | Edit | Edit |
| Admin | Edit | — | View | View | — | View | View |
Read authorized evidence and reports only.
Starts on: Visit Drafts
Independently review eligible revisions and reconcile evidence through guarded actions.
Starts on: Visit Drafts
Prepare assigned operational records; guarded workflows own protected transitions.
Starts on: Visit Drafts
Maintain organizations, memberships, accounts and properties without operational approval authority.
Starts on: Active Accounts
Maintain platform account access without inheriting commercial review authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.