Auditor
Read authorized evidence and reports.
Can
- View Accounts, follow up commitments, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Follow-up Review Inbox
- Small Business CRM
- Roles and permissions
Who can do what in Small Business CRM
Separate customer preparation, independent review, operating setup and evidence inspection.
Who can do what
| Role | Account scope | Pipeline and qualification | Activities and proposals | Follow-up commitments | Reviewed customer outcomes | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | — | Edit | — |
| Sales Manager | View | View | View | View | View | View |
| Relationship Owner | View | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | View | View | View | View | View |
Each role in detail
App Administrator
Maintain organization configuration and membership.
Can
- Manage Accounts, Organizations, team members
Starts on: Active Accounts
Sales Manager
Review eligible revisions independently and reconcile operational evidence.
Can
- View Accounts, follow up commitments, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Follow-up Review Inbox
Relationship Owner
Prepare assigned operational records and execute eligible reviewed actions.
Can
- Manage follow up commitments, Opportunities, record attachments, relationship activities
- View Accounts, operation receipts, review decisions
Starts on: My Open Opportunities
Admin
Manage technical user access and support operating setup without independent sales approval authority.
Can
- Manage Users
- View Accounts, exchange rates, follow up commitments, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Set up Small Business CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.