Auditor
Read authorized evidence and reports.
Can
- View Accounts, conflict checks, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Won engagements
- Legal Services CRM
- Roles and access
Who can do what in Legal Services CRM
Assign owners, reviewers and readers to the organizations they serve.
How permissions work
Organization scope
Team membership ties an authenticated user to an organization; check that scope before assigning an engagement.
Working ownership
A Relationship Owner prepares assigned opportunities, activity and evidence.
Independent review
A Sales Manager examines the source revision and records a reasoned decision.
Read access
An Auditor follows the engagement and decision trail across authorized records.
Who can do what
| Role | Opportunity Pipeline | Accounts and Organizations | Conflict Review | Relationship Activity | Evidence and Decisions | Operations Overview |
|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | Edit | Edit | — |
| Sales Manager | View | View | View | View | View | View |
| Relationship Owner | Edit | View | Edit | Edit | Edit | Edit |
| Admin | Edit | Edit | View | Edit | Edit | View |
Each role in detail
App Administrator
Maintain organization configuration and membership.
Can
- Manage Accounts, Organizations, team members
Starts on: Accounts directory
Sales Manager
Review eligible revisions independently and reconcile operational evidence.
Can
- View Accounts, conflict checks, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Conflict review inbox
Relationship Owner
Prepare assigned operational records and execute eligible reviewed actions.
Can
- Manage conflict checks, Opportunities, record attachments, relationship activities
- View Accounts, operation receipts, review decisions
Starts on: Active opportunity pipeline
Admin
Maintain user access and oversee organization setup.
Can
- Manage Accounts, Organizations, team members, Users
- View Opportunities, conflict checks, operation receipts, record attachments, relationship activities, review decisions
Set up Legal Services CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.