Separate instruction preparation, approval, reconciliation and audit access.
| Role | Instruction preparation | Independent review | Provider outcomes | Account reconciliation | Journal scope | Evidence and exceptions |
|---|---|---|---|---|---|---|
| Accounting Preparer | Edit | Edit | Edit | — | — | Edit |
| Accounting Reviewer | — | — | — | — | — | — |
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | — | — | — |
| Reconciliation Analyst | View | View | Edit | Edit | — | Edit |
Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and document evidence is read-only; guarded workflows authorize every transition.
Starts on: My Draft Instructions
Review eligible document 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: Instruction Board
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Starts on: Confirmed Instructions
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 Counterparties
Matches provider movements, balance snapshots and document evidence to reviewed instructions.
Starts on: Awaiting Provider Outcome
Start free, then use Proto to change fields, steps and approvals before your team goes live.