Give engagement owners, reviewers, consultants and operations staff clear record responsibilities.
The person who owns an engagement prepares its scope; another person records the review decision.
Delivery and billing staff need to read the parent engagement to understand the service entry they are handling.
Attachment visibility distinguishes internal and shared material on an engagement.
Admin maintains the team member and user links that identify who is acting for the consulting organization.
| Role | Organizations and Clients | Engagements | Scope Proposals | Service Entries | Review and Evidence | Operations Overview |
|---|---|---|---|---|---|---|
| Admin | Edit | View | View | View | View | View |
| Engagement Owner | Edit | Edit | Edit | View | Edit | Edit |
| Consultant | View | View | — | Edit | — | View |
| Independent Reviewer | — | View | View | View | Edit | View |
| Billing Lead | View | View | — | Edit | View | View |
| Operations Lead | View | Edit | View | View | Edit | Edit |
Maintains organization and membership records and checks access across the practice.
Owns client engagement details and prepares scope proposals for review.
Starts on: Draft Engagements
Records service time against the engagement being delivered.
Starts on: Service Time by Engagement
Records a reasoned decision against the current engagement revision.
Starts on: Proposal Review Queue
Checks approved hours, rates and invoice references before billing handoff.
Starts on: Accepted Engagements
Reviews portfolio value, delivery time and unresolved operation results.
Starts on: Draft Engagements
Start free, then use Proto to change fields, steps and approvals before your team goes live.