People and permissions for accounting decisions.
| Role | Accounting documents | Business partners and organizations | Review and evidence | Journal and ledger | Reconciliation | Operations overview |
|---|---|---|---|---|---|---|
| Accounting Reviewer | — | — | — | — | — | — |
| Accounting Preparer | Edit | — | Edit | — | — | Edit |
| Auditor | — | — | — | — | — | — |
| App Administrator | — | Edit | — | — | — | — |
| Finance Lead | View | — | View | View | Edit | View |
Review eligible 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.
Starts on: Document status board
Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and recorded evidence is read-only; guarded workflows authorize every transition.
Starts on: Document status board
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Starts on: Decision history
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
Starts on: Partner directory
Own the account review policy and investigate financial exceptions across the assigned organization.
Starts on: Document status board
Start free, then use Proto to change fields, steps and approvals before your team goes live.