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
- Mobile Banking App Backend
- Roles and access
Who can do what in Mobile Banking App Backend
Separate instruction preparation, independent decisions, administration and audit review.
How permissions work
Organization scope
Team membership ties each person to an organization and a working role.
Independent decision
The person preparing an instruction cannot approve the same submission.
Protected evidence
Provider evidence and decision history remain available to auditors without granting edit rights.
Who can do what
| Role | Instruction preparation | Independent review | Provider evidence | Accounts and counterparties | Bank reconciliation | Operation controls |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | — | Edit | — | — |
| Independent Treasury Approver | — | — | — | — | — | — |
| Treasury Preparer | Edit | Edit | Edit | — | — | Edit |
| Reconciliation Analyst | View | View | View | Edit | Edit | 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 financial counterparties, Organizations, team members
Starts on: Active Financial Accounts
Independent Treasury Approver
Review eligible instruction 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 Preparer
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 bank instructions, device enrollments, record attachments
Starts on: Provider Outcomes Pending
Reconciliation Analyst
Checks account snapshots and provider movements against confirmed instructions and sends exceptions to the instruction owner.
Can
- Manage account snapshots, reconciliation items
- View bank instructions, bank evidence, financial accounts, operation receipts
Starts on: Confirmed Instructions
Set up Mobile Banking App Backend your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.