Auditor
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Can
- Access assigned records
Starts on: Confirmed instructions
- Crypto Exchange Platform
- Roles and access
Who can do what in Crypto Exchange Platform
Separate preparation, independent decisions and evidence inspection.
Who can do what
| Role | Instruction operations | Review and authorization | Provider evidence | Account operations | Reconciliation | Organization controls |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| Independent Finance Reviewer | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | Edit | — | Edit |
| Operations Analyst | Edit | Edit | Edit | Edit | — | — |
| Admin | View | View | — | View | — | Edit |
Each role in detail
Independent Finance Reviewer
Review eligible instruction 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.
Can
- Access assigned records
Starts on: Provider response pending
App Administrator
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
Can
- Manage Counterparties, Organizations, team members
Starts on: My team member profile
Operations Analyst
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.
Can
- Manage Instructions, record attachments, venue executions
Starts on: Draft instructions
Admin
Maintains user access and the application setup while keeping finance decisions with the Independent Finance Reviewer.
Can
- Manage Users
- View Organizations, team members, Instructions, review decisions
Set up Crypto Exchange Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.