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: Position outcomes
- Energy Trading Platform
- Roles and access
Who can do what in Energy Trading Platform
Assign preparation, independent decisions and administration to the right people.
How permissions work
Organization scope
Team members belong to an organization. Review each person's record access against that assignment before the first live case.
Independent decisions
An Operations Analyst prepares the record. An Independent Finance Reviewer decides on a revision they did not submit.
Administration
App Administrators maintain organizations, counterparties and membership without gaining financial approval through that role.
Evidence access
Auditor reads the authorized trail. Attachment visibility still determines which documents can be shared.
Who can do what
| Role | Trading instructions | Independent review | Provider evidence | Energy positions | Account reconciliation | Operations control |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| Operations Analyst | Edit | Edit | Edit | Edit | — | — |
| Independent Finance Reviewer | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | Edit | — | Edit |
| Provider Liaison | View | View | View | — | View | View |
Each role in detail
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 energy positions, Instructions, record attachments
Starts on: Instruction board
Independent Finance Reviewer
Review eligible 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: Position outcomes
App Administrator
Maintain organization configuration and membership. Administrative membership does not confer approval, execution or financial authority and cannot grant an independent reviewer entitlement.
Can
- Manage Counterparties, Organizations, team members
Starts on: Active counterparties
Provider Liaison
Coordinates provider references and evidence for authorized instructions within the organization's agreed operating procedure.
Can
- View Instructions, execution evidence, operation receipts, trading accounts
Starts on: Pending provider response
Set up Energy Trading Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.