Give each close participant the access and decisions their work requires.
| Role | Entity and ownership management | Trial balance collection | Currency translation | Intercompany reconciliation | Group adjustments and reporting | Close publication and audit |
|---|---|---|---|---|---|---|
| Admin | Edit | — | — | — | — | — |
| Group Controller / Corporate CFO | — | — | — | — | — | — |
| Consolidation Manager | — | Approve | — | Edit | — | Edit |
| Consolidation Analyst | — | Edit | — | Edit | Edit | Edit |
| Subsidiary Controller | Edit | Edit | — | — | — | — |
| External Auditor | — | — | — | — | — | — |
| Executive Reader | — | — | — | — | View | View |
Manage Employees and technical connections.
Review all authorised group financial records.
Starts on: Ownership Change Review
Manage consolidation periods and run preparation.
Starts on: Trial Balances Awaiting Acceptance
Prepare imported subsidiary trial balances and draft trial balance lines.
Starts on: Missing FX Rates
Manage own legal entity draft subsidiary trial balances and trial balance lines.
Starts on: Open IC Disputes
Read explicitly granted period and entity evidence until engagement expiry.
Starts on: Published Financials
Read published consolidated financials, approved published Disclosures and their board pack exports.
Starts on: Board Pack Library
Start free, then use Proto to change fields, steps and approvals before your team goes live.