Give each person the records and decisions their work requires.
| Role | Asset register and capitalization | Books and depreciation | Transfers and custodians | Physical inventory and maintenance | Disposals and value changes | Tax and audit reporting |
|---|---|---|---|---|---|---|
| Admin | Edit | — | Edit | Edit | — | — |
| Controller / CFO | Approve | — | — | — | — | — |
| Fixed Asset Accountant | Edit | Edit | Edit | Edit | Edit | — |
| Tax Accountant | — | Edit | — | — | — | Edit |
| Asset Custodian | View | — | View | — | — | — |
| Manager | View | — | View | View | — | — |
| Auditor | — | — | — | — | — | — |
Admin works within the record, field and action scope below.
Controller / CFO works within the record, field and action scope below.
Starts on: Pending Disposal Approvals
Fixed Asset Accountant works within the record, field and action scope below.
Starts on: Assets Pending Capitalization
Tax Accountant works within the record, field and action scope below.
Starts on: Section 179 Elections
Asset Custodian works within the record, field and action scope below.
Starts on: Active Physical Inventories
Manager works within the record, field and action scope below.
Starts on: Pending Transfer Approvals
Auditor works within the record, field and action scope below.
Start free, then use Proto to change fields, steps and approvals before your team goes live.