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: Account application outcomes
- Financial Risk Management
- Roles and access
Who can do what in Financial Risk Management
Separate preparation, independent decisions, administration and audit access.
How permissions work
Organization scope
Team members belong to an organization; instruction work follows that scope.
Independent decision
A reviewer decides the current revision and cannot approve their own submission.
Evidence access
Auditor reads authorized records and evidence without changing financial effects.
Administration
App Administrator maintains organization membership and counterparties without acquiring approval authority.
Who can do what
| Role | Banking instructions | Independent review | Provider outcomes | Account applications | Accounts and counterparties | Bank reconciliation |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | — | Edit | — |
| Independent Treasury Approver | — | — | — | — | — | — |
| Treasury Preparer | Edit | Edit | Edit | Edit | — | — |
| Admin | Edit | Edit | View | View | Edit | — |
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 financial counterparties, Organizations, team members
Starts on: Active counterparties
Independent Treasury Approver
Review eligible instruction 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: Provider outcome queue
Treasury Preparer
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 bank instructions, record attachments, risk model runs
Starts on: Provider outcome queue
Admin
Maintains application access and configuration without making treasury approval decisions.
Can
- Manage Organizations, team members, financial counterparties
- View bank instructions, operation receipts
Set up Financial Risk Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.