Collection Manager
Maintains eligible collection item and organization records for loan planning.
Can
- Manage collection items, Organizations
- View Loans, exhibition loans
Starts on: My staff record
- Heritage / Museum Management
- Roles and access
Who can do what in Heritage / Museum Management
Separate preparation, independent decisions, provider checks and reconciliation.
Who can do what
| Role | Collection and organizations | Loan planning | Exhibition loans | Reservation and admission | Review and evidence | Operations and payment |
|---|---|---|---|---|---|---|
| Collection Manager | Edit | Edit | View | Edit | — | — |
| Loan Owner | View | Edit | Edit | Edit | Edit | Edit |
| Independent Reviewer | — | Approve | Approve | Approve | Edit | View |
| Admissions Coordinator | View | Edit | Edit | Edit | — | Edit |
| Finance Reviewer | — | View | Edit | Edit | View | Edit |
| Operations Analyst | — | View | View | View | View | Edit |
| Admin | Edit | View | View | View | Edit | View |
Each role in detail
Loan Owner
Prepares loans and corrects or cancels authorized scope.
Can
- Manage Loans, loan events, record attachments
- View collection items, review decisions, operation receipts
Starts on: Loans by status
Independent Reviewer
Examines the loan revision and evidence before recording an independent decision.
Can
- Manage review decisions
- View Loans, exhibition loans, record attachments, loan events
Reviews and approves
- Approve Loans, exhibition loans
Starts on: Exhibition review inbox
Admissions Coordinator
Records reservations and admissions against an approved loan.
Can
- Manage loan events, exhibition loans
- View Loans, collection items, payment evidence
Starts on: Exhibition loans by status
Finance Reviewer
Checks provider evidence before payment-dependent completion is accepted.
Can
- Manage payment evidence
- View Loans, loan events, operation receipts, review decisions
Starts on: My staff record
Operations Analyst
Reconciles action receipts to local and provider effects.
Can
- Manage operation receipts
- View Loans, loan events, payment evidence, review decisions
Starts on: Open loans
Admin
Maintains users and staff membership across organizational records.
Can
- Manage Users, team members, Organizations
- View Loans, exhibition loans, operation receipts
Set up Heritage / Museum Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.