Separate instruction preparation, independent decision and audit access.
Assign each team member to the organization whose instructions and counterparties they handle.
The reviewer acts under their own identity and checks the submitted revision before recording a decision.
Keep provider evidence, completed receipts and decision records readable to authorized staff without turning them into ordinary draft edits.
Give the Auditor the evidence needed to trace a case while preserving read-only access.
| Role | Organization and access | Counterparties and accounts | Banking instructions | Independent decisions | Provider evidence | Settlement reconciliation |
|---|---|---|---|---|---|---|
| Credit Officer | — | — | Edit | Edit | Edit | — |
| Independent Credit Approver | — | — | — | — | — | — |
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | Edit | — | — |
| Admin | Edit | — | View | Edit | View | View |
Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted, posted and provider evidence is read-only; guarded workflows authorize every transition.
Starts on: Instructions in review
Review eligible application 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: Instructions in review
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Starts on: Instructions in review
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
Starts on: Eligible counterparties
Maintain system configuration and access for the operating team without independent approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.