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 documents
- Accounting Document and Account Reconciliation
- Roles and permissions
Who can do what in Accounting Document and Account Reconciliation
Keep preparation, independent review, administration and audit access separate.
How permissions work
Preparation
Accounting Preparer works on assigned finance documents in the permitted organization and supplies supporting files.
Independent review
Accounting Reviewer decides the current revision through a guarded action and cannot approve their own submission.
Read access
Auditor inspects authorized records and evidence without writing or executing actions.
Administration
App Administrator maintains organizations and membership; that responsibility does not grant financial decision authority.
Scope
Check organization and owner scope on direct record access as well as visible screens.
Who can do what
| Role | Accounting documents | Review and evidence | Provider instructions | Account reconciliation | Balances and accounts | Operations control |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | — | Edit | — |
| Accounting Reviewer | — | — | — | — | — | — |
| Accounting Preparer | Edit | Edit | Edit | — | — | — |
| Admin | View | View | View | — | — | — |
Each role in detail
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 business partners, Organizations, team members
Starts on: Supplier register
Accounting Reviewer
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.
Can
- Access assigned records
Starts on: Documents in preparation
Accounting Preparer
Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and supplier evidence is read-only; guarded workflows authorize every transition.
Can
- Manage accounting documents, record attachments, statement matches
Starts on: Documents in preparation
Admin
Configure access and review organization membership without acting as an independent financial approver by default.
Can
- Manage Users
- View Organizations, team members, accounting documents
Set up Accounting Document and Account Reconciliation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.