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
- Neobank Backend
- Roles and access
Who can do what in Neobank Backend
Give preparation, independent approval, administration and audit distinct access.
How permissions work
Organization scope
Team membership and organization decide which operational cases a person can open.
Independent decision
The approver reviews another person's submitted instruction revision through a guarded action.
Read access
Audit access follows assigned evidence without write or execution rights.
Who can do what
| Role | Instruction workspace | Independent review | Provider execution | Provider account links | Bank reconciliation | Evidence and audit |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | Edit | Edit | — | — |
| Independent Treasury Approver | — | — | — | — | — | — |
| Treasury Preparer | Edit | Edit | Edit | Edit | — | Edit |
| Admin | 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 financial counterparties, Organizations, team members
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: Provider Pending Instructions
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, provider account links, record attachments
Starts on: Draft Instructions
Admin
Set up access and review configuration while keeping treasury approval with the Independent Treasury Approver.
Can
- Manage Users
- View Organizations, team members, bank instructions, review decisions
Set up Neobank Backend your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.