Keep case preparation, independent decisions and authorized analysis with the right people.
The operator enters assigned cases, requirement lines, supporting documents and follow-up actions.
The reviewer records decisions and reads the case evidence that supports them.
The administrator maintains public service definitions and reads the related case context.
The analyst reads permitted records and summary results without changing casework.
| Role | Service configuration | Case intake | Requirements and evidence | Independent decisions | Delivery and corrections | Reporting and history |
|---|---|---|---|---|---|---|
| Municipal Corporation ERP Reviewer | View | View | View | Edit | View | View |
| Read Only Analyst | View | View | View | View | View | View |
| Municipal Corporation ERP Administrator | Edit | Edit | View | View | View | Edit |
| Municipal Corporation ERP Operator | View | Edit | Edit | Edit | Edit | Edit |
| Admin | View | View | View | View | View | View |
Reviews independent assigned municipal casework: record entry on Decisions only, read-only on every other table. Reviewers cannot approve their own preparation; the workflow guards enforce reviewer independence.
Starts on: Open Follow-ups
Reads authorized summaries and aggregates across every table plus the four municipal pages. No record creation or editing, no schema or administrative capability.
Starts on: Failed Runs
Maintains approved municipal configuration: record entry on Public Services, read-only on all operational, review and provenance tables, and access to all four municipal pages. No schema editing, deletion, bulk operations or export grants.
Starts on: Failed Runs
Prepares assigned municipal casework: record entry on Cases, Case Requirements, Follow Up Actions and Case Documents, read-only on configuration, review and provenance tables. Scope to authorized organizations is enforced by workflow guards.
Starts on: My Open Follow-ups
Oversees account access and service setup while operational decisions remain with the assigned municipal roles.
Start free, then use Proto to change fields, steps and approvals before your team goes live.