Give each person the case work and decision authority they need.
The Case Officer manages assigned cases, requirements, documents and actions within authorized organizations.
The Authorized Reviewer records decisions against case revisions and is assigned separately from the preparer.
The Service Administrator maintains service definitions and reads operational records.
The Read Only Analyst reads authorized summaries without changing records.
| Role | Case Intake | Requirements | Documents and Actions | Independent Decisions | Delivery Operations | Configuration and History |
|---|---|---|---|---|---|---|
| Case Officer | Edit | Edit | Edit | View | View | View |
| Read Only Analyst | View | View | View | View | View | View |
| Service Administrator | Edit | View | View | View | View | Edit |
| Authorized Reviewer | View | View | View | Edit | View | View |
| Admin | View | View | View | View | View | View |
Prepares assigned work: record entry on Cases, Application Requirements, Case Actions and Case Documents, read-only on configuration, review and provenance tables. Scope to authorized organizations is enforced by workflow guards.
Starts on: Open follow-up actions
Reads authorized summaries and aggregates across every table plus the four Election Management pages. No record creation or editing, no schema or administrative capability.
Starts on: Case status board
Maintains approved configuration: record entry on Public Services, read-only on all operational, review and provenance tables, and access to all four Election Management pages. No schema editing, deletion, bulk operations or export grants.
Starts on: Case status board
Reviews independent assigned work: record entry on Decisions only, read-only on every other table. Reviewers cannot approve their own preparation; the workflow guards enforce reviewer independence.
Starts on: Open follow-up actions
Maintains access assignments and oversees the configured case process.
Start free, then use Proto to change fields, steps and approvals before your team goes live.