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: Instructions by Status
- Open Banking API Platform
- Roles and permissions
Who can do what in Open Banking API Platform
Separate preparation, independent decisions, administration and audit access.
How permissions work
Organization scope
Assign each person to the organization whose treasury records they handle.
Decision independence
The reviewer decides a submitted revision; the preparer does not approve their own request.
Administration
Membership and counterparty upkeep do not themselves authorize a banking instruction.
Audit access
Read the instruction, decision and provider evidence together to reconstruct an outcome.
Who can do what
| Role | Organizations and counterparties | Financial accounts | Bank instructions | Independent review | Access consents | Provider evidence | Reconciliation and receipts |
|---|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — | — |
| App Administrator | Edit | Edit | Edit | Edit | — | — | — |
| Independent Treasury Approver | — | — | — | — | — | — | — |
| Treasury Preparer | — | — | Edit | Edit | Edit | Edit | — |
| Admin | Edit | — | View | Edit | — | 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
Starts on: Active Counterparties
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: Instructions by Status
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 access consents, bank instructions, record attachments
Starts on: Draft Instructions
Admin
Configure access and oversee the operational setup without taking an independent approval decision.
Can
- Manage Organizations, team members
- View bank instructions, review decisions, operation receipts
Set up Open Banking API Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.