Give sales ownership, independent review, administration and audit access clear boundaries.
The Relationship Owner prepares opportunities and inquiries; the Sales Manager reviews the current revision independently.
App Administrator maintains organization membership and account context before owners start work.
Auditor reads authorized records and the decisions that explain their outcomes.
Try a review by the submitting owner and an update outside the actor's organization before release.
| Role | Organizations and accounts | Opportunity pipeline | Relationship activity | Group stay inquiries | Review and evidence | Operations overview |
|---|---|---|---|---|---|---|
| Sales Manager | View | View | View | View | View | View |
| Relationship Owner | View | Edit | Edit | Edit | Edit | Edit |
| App Administrator | Edit | Edit | Edit | — | Edit | — |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | View | Edit | View |
Review eligible revisions independently and reconcile operational evidence.
Starts on: Group stay review inbox
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: My open opportunities
Maintain organization configuration and membership.
Starts on: Account directory
Read authorized evidence and reports.
Starts on: Won opportunities
Oversee access and configuration across operating organizations.
Start free, then use Proto to change fields, steps and approvals before your team goes live.