Admin
Maintains organization setup, access and reference data for the workforce.
Can
- Manage Organizations, People, credential requirements, Employees
- View staff credential packets, review decisions, state history
Give credential preparers, reviewers and HR staff access suited to their decisions.
| Role | Credential requirements | Staff credential packets | CME and evidence | Review and follow-up | Workforce records | Learning and leave |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | — | Edit | Edit | — |
| Credentialing Coordinator | View | Edit | Edit | Edit | View | — |
| Credential Reviewer | — | View | View | Edit | — | — |
| HR Manager | — | View | View | View | Edit | Edit |
| Learning Coordinator | — | — | — | — | View | Edit |
| Department Manager | — | View | — | — | View | Edit |
Maintains organization setup, access and reference data for the workforce.
Owns packet preparation and resolves missing credential material.
Starts on: Packets awaiting credential review
Makes an independent decision on the revision presented for review.
Starts on: Packets awaiting credential review
Maintains employee context and supervises workforce follow-up.
Starts on: Open credential follow-up
Maintains courses, enrollments and completion records used alongside CME evidence.
Starts on: Training completion schedule
Reviews staff context and leave requests for the department.
Starts on: Leave request schedule
Start free, then use Proto to change fields, steps and approvals before your team goes live.