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: Submitted provider instructions
- Digital Wallet Platform
- Roles and permissions
Who can do what in Digital Wallet Platform
Separate preparation, independent decisions, administration and audit access.
Who can do what
| Role | Instruction operations | Review and authorization | Provider execution | Account applications | Bank reconciliation | Organization and access |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | — | — | Edit |
| Operations Analyst | Edit | Edit | Edit | Edit | — | — |
| Independent Finance Reviewer | — | — | — | — | — | — |
| Admin | View | Edit | View | View | — | Edit |
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 Counterparties, Organizations, team members
Starts on: Provider accounts
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 account applications, Instructions, record attachments
Starts on: Submitted provider instructions
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: Submitted provider instructions
Admin
Admin maintains application access configuration and helps rehearse organization boundaries without acting as the independent financial reviewer.
Can
- Manage Users, team members
- View Organizations, Instructions, review decisions
Set up Digital Wallet Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.