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: Instruction status board
- Electricity Billing System
- Roles and permissions
Who can do what in Electricity Billing System
Keep preparation, review and audit access separate.
How permissions work
Organization scope
Assign each team member to the right organization and user account before granting record access.
Independent review
A reviewer cannot approve their own submission or a stale document revision.
Limited administration
App Administrator maintains organization, partner and membership records without gaining financial approval authority.
Read-only audit
Auditor reads authorized evidence and reports without executing actions.
Who can do what
| Role | Accounting instructions | Partners and accounts | Independent review | Provider applications | Cash and reconciliation | Operations evidence |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | — | Edit | Edit | — | — | — |
| Accounting Preparer | Edit | — | Edit | Edit | — | Edit |
| Accounting Reviewer | — | — | — | — | — | — |
| Operations Analyst | View | — | View | View | Edit | 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 business partners, Organizations, team members
Starts on: My team membership
Accounting Preparer
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 accounting documents, meter bill runs, record attachments
Starts on: Instruction status board
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: Instruction status board
Operations Analyst
Works unresolved operation and reconciliation evidence without gaining document approval authority.
Can
- Manage operation receipts, cash applications
- View accounting documents, cash receipts, account snapshots, review decisions
Starts on: Provider pending instructions
Set up Electricity Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.