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
- Microfinance / SHG Management
- Roles and access
Who can do what in Microfinance / SHG Management
Separate instruction preparation, independent decisions, provider checks and audit access.
How permissions work
Preparation
Credit Officer works on assigned operational records within the organization.
Decision
Independent Credit Approver reviews a frozen revision and cannot approve their own submission.
Evidence
Treasury Reconciler checks provider movements, snapshots and operation effects.
Administration
App Administrator maintains membership and counterparty setup without acquiring approval authority.
Audit
Auditor reads authorized evidence and reports without changing records.
Who can do what
| Role | Instruction preparation | Independent review | Provider submission | Savings applications | Account reconciliation | Evidence and operations |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | Edit | — | — |
| Credit Officer | Edit | Edit | Edit | Edit | — | Edit |
| Independent Credit Approver | — | — | — | — | — | — |
| Treasury Reconciler | View | View | View | — | View | View |
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 Borrowers, Organizations, team members
Credit Officer
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 loan applications, member savings, record attachments
Starts on: Awaiting Provider Outcome
Independent Credit Approver
Review eligible 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: Instruction Status Board
Treasury Reconciler
Review provider account movements, snapshots and operation outcomes for the assigned organization.
Can
- View loan applications, loan accounts, Repayments, repayment schedules, application evidence, operation receipts
Starts on: Awaiting Provider Outcome
Set up Microfinance / SHG Management your way.
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