Auditor
Read authorized evidence and reports.
Can
- View Accounts, engineering inquiries, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Engineering review queue
- Manufacturing CRM
- Roles and permissions
Who can do what in Manufacturing CRM
Separate opportunity preparation, independent decisions and authorized evidence access.
Who can do what
| Role | Accounts and access | Opportunity pipeline | Engineering feasibility | Activities and evidence | Proposal and outcome review | Scope correction | Operation reconciliation |
|---|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View | View |
| App Administrator | Edit | Edit | Edit | Edit | Edit | Edit | — |
| Sales Manager | View | View | View | View | View | View | View |
| Relationship Owner | View | Edit | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit | View |
Each role in detail
App Administrator
Maintain organization configuration and membership.
Can
- Manage Accounts, Organizations, team members
Starts on: Active customer accounts
Sales Manager
Review eligible revisions independently and reconcile operational evidence.
Can
- View Accounts, engineering inquiries, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Engineering inquiries to prepare
Relationship Owner
Prepare assigned operational records and execute eligible reviewed actions.
Can
- Manage engineering inquiries, Opportunities, record attachments, relationship activities
- View Accounts, operation receipts, review decisions
Starts on: Engineering inquiries to prepare
Admin
Maintains user access and investigates configuration without replacing independent business decisions.
Can
- Manage Users, Organizations, Accounts, team members
- View Opportunities, engineering inquiries, relationship activities, record attachments, review decisions, operation receipts
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