Assign clear ownership for booking, training, review and payment evidence.
Team members and resources belong to organizations; set their access before giving them live bookings.
A trainer submits attended work and a different supervisor reviews it.
Assign a reviewer for provider events and action receipts.
| Role | Booking schedule | Training sessions | Resources and capacity | Review and decisions | Payment evidence | Operations oversight |
|---|---|---|---|---|---|---|
| Admin | Edit | View | Edit | Edit | View | View |
| Booking Coordinator | Edit | View | Edit | View | View | View |
| Trainer | View | Edit | View | Edit | — | — |
| Booking Supervisor | View | Approve | View | Edit | View | View |
| Payment Reviewer | View | View | — | View | Edit | Edit |
Maintains organization scope, staff access and resource setup.
Owns training requests, booking intervals and assigned resource lines.
Starts on: Bookings List
Records attended training and supporting files for assigned work.
Starts on: Training Sessions List
Makes independent decisions on submitted sessions and booking corrections.
Starts on: Training Sessions List
Checks provider evidence and local action receipts during reconciliation.
Starts on: Operation Receipts List
Start free, then use Proto to change fields, steps and approvals before your team goes live.