Give coordinators, reviewers and readers access within their operating scope.
| Role | Stock requests | Items and lots | Locations and people | Reservations and movements | Allocation review | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Admin | Edit | View | Edit | Edit | View | Edit |
| Inventory Coordinator | Edit | Edit | View | Edit | Edit | Edit |
| Allocation Coordinator | Edit | View | — | View | Edit | Edit |
| Independent Reviewer | Edit | View | — | View | Edit | Edit |
| Operations Reader | View | View | View | View | View | View |
Maintains organization setup, user access and operating rules.
Prepares stock requests and handles eligible inventory operations within the assigned organization.
Starts on: Stock Request Lifecycle Board
Prepares assistance allocations and keeps their parent requests and evidence connected.
Starts on: Submitted Allocations
Decides submitted assistance allocations and reviews revision-specific stock request evidence.
Starts on: Submitted Allocations
Reads organization-scoped activity and evidence for operational follow-up.
Start free, then use Proto to change fields, steps and approvals before your team goes live.