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: Open operation receipts
- EMI Calculator & Tracker
- Roles and permissions
Who can do what in EMI Calculator & Tracker
Set clear preparation, decision and evidence access.
Who can do what
| Role | Application intake | Credit review | Scenario review | Loan accounts | Repayment movements | Evidence and controls |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | Edit | Edit | — | — |
| Independent Credit Approver | — | — | — | — | — | — |
| Credit Officer | Edit | Edit | Edit | — | — | Edit |
| Loan Operations Analyst | View | View | — | 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 Borrowers, Organizations, team members
Starts on: Borrower register
Independent Credit Approver
Review eligible application 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: Applications by status
Credit Officer
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 loan applications, record attachments, repayment scenarios
Starts on: Applications by status
Loan Operations Analyst
Reconcile provider movements, account positions and operation receipts for assigned applications.
Can
- View loan applications, loan accounts, Repayments, repayment schedules, operation receipts, application evidence
Starts on: Submitted applications
Set up EMI Calculator & Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.