Auditor
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Can
- Access assigned records
Starts on: Confirmed instructions
- Invoice Factoring Platform
- Roles and permissions
Who can do what in Invoice Factoring Platform
Separate preparation, independent review, administration and audit access.
How permissions work
Organization scope
Team membership and the instruction's organization determine which work a person may reach.
Decision authority
An Accounting Reviewer checks a frozen revision. The person who prepared the request cannot approve it.
Administration
App Administrator maintains membership and partner setup; that role alone does not grant financial approval.
Evidence access
Auditor reads assigned records without executing actions or changing operational evidence.
Who can do what
| Role | Banking instructions | Independent review | Provider accounts | Evidence and receipts | Cash reconciliation | Organizations and partners |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | — | Edit | Edit | — | — | Edit |
| Accounting Preparer | Edit | Edit | Edit | Edit | — | — |
| Accounting Reviewer | — | — | — | — | — | — |
| Admin | View | Edit | Edit | View | — | Edit |
Each role in detail
App Administrator
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
Can
- Manage business partners, Organizations, team members
Accounting Preparer
Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and provider evidence is read-only; guarded workflows authorize every transition.
Can
- Manage accounting documents, factoring reviews, record attachments
Starts on: My draft instructions
Accounting Reviewer
Review eligible accounting document revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
Can
- Access assigned records
Starts on: Account applications awaiting decision
Admin
Maintain platform setup and access under organization policy.
Can
- Manage Organizations, team members, business partners
- View accounting documents, operation receipts
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