Separate preparation, review, final sign-off and audit access.
| Role | Close planning | Task management | Reconciliations | Journal and variance review | Control testing | Sign-off and audit |
|---|---|---|---|---|---|---|
| Admin | Edit | — | Edit | — | — | Approve |
| Controller / CFO | — | — | Approve | Approve | — | Edit |
| Close Manager | Edit | Approve | Approve | Edit | Edit | Edit |
| Senior Accountant | — | Approve | Approve | Approve | — | — |
| Accountant | — | Edit | Edit | — | — | — |
| SOX Lead | — | — | — | — | Edit | — |
| Internal Auditor | — | Edit | — | Edit | Edit | — |
| External Auditor | View | — | — | — | — | View |
Maintain configuration and connector health. Administrative access does not bypass financial decisions.
Own financial review and final sign-off within assigned entities. Controller and CFO capacities have separately assigned authenticated signers where both are required.
Starts on: Period Close Calendar
Coordinate the close, resolve assignments and monitor readiness before requesting financial sign-off.
Starts on: Period Close Calendar
Prepare assigned reconciliations and independently review other assignments. Review journal entries within the effective threshold policy.
Starts on: Pending Sign-offs
Prepare assigned close tasks and account reconciliations with supporting evidence.
Starts on: My Closing Tasks
Maintain the company control catalog and coordinate testing, independent review and deficiency follow-up.
Starts on: Pending Sign-offs
Read the retained evidence independently. Concurrence is an explicitly scoped attestation, not management approval.
Starts on: Pending Sign-offs
Read only explicitly granted entity-period evidence through an active, unexpired, unrevoked grant.
Start free, then use Proto to change fields, steps and approvals before your team goes live.