Admin
Maintains access, organization setup, and reference records.
Can
- Manage Users, Organizations, team members
- View Clients, Engagements, operation receipts
- Estimation & Quote Builder
- Roles and access
Who can do what in Estimation & Quote Builder
Give client, delivery, approval, and billing work clear owners.
How permissions work
Client stewardship
Account Owner maintains client identity and terms while Engagement Manager owns the engagement's delivery baseline.
Independent review
Service Reviewer checks service approval results; Milestone Approver checks submitted deliverables before billing.
Billing custody
Billing Specialist handles milestone invoices and payment records and checks each operation result.
Access administration
Admin manages accounts and organization records. Test record access through the app and API before releasing real client data.
Who can do what
| Role | Clients and engagements | Team rates and capacity | Service delivery | Time and expenses | Milestone billing | Payments and margin | Review and evidence |
|---|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | View | View | View | View |
| Account Owner | Edit | View | View | View | View | View | — |
| Engagement Manager | Edit | Edit | Edit | Edit | Edit | Edit | — |
| Consultant | View | View | Edit | Edit | Edit | Edit | Edit |
| Service Reviewer | View | View | View | View | View | View | View |
| Milestone Approver | View | View | View | View | Edit | View | Edit |
| Billing Specialist | View | View | View | View | View | Edit | View |
Each role in detail
Account Owner
Maintains client ownership and follows associated engagements.
Can
- Manage Clients
- View Engagements, quote milestones, quote milestone payments
Starts on: Engagement Schedule
Engagement Manager
Owns scope, delivery dates, and the engagement's working records.
Can
- Manage Engagements, quote milestones
- View Clients, service entries, time entries, Expenses
Starts on: Engagement Schedule
Consultant
Records delivered work, time, expenses, and supporting files.
Can
- Manage service entries, time entries, Expenses, record attachments
- View Engagements, team members
Starts on: Expenses Awaiting Approval
Service Reviewer
Checks approved and failed service submissions against the engagement.
Can
- View service entries, Engagements, review decisions, operation receipts
Starts on: Approved Not Invoiced
Milestone Approver
Reviews submitted deliverables before billing.
Can
- Manage quote milestones, review decisions
- View Engagements, record attachments
Starts on: Milestones Ready To Invoice
Billing Specialist
Handles milestone invoices, payment records, and billing exceptions.
Can
- Manage quote milestone payments
- View quote milestones, Engagements, service entries, operation receipts
Starts on: Payments Overdue Or Disputed
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.