Separate listing preparation, independent decisions, administration and audit.
Team membership and the owner assignment determine which engagements a person can work.
A Sales Manager reviews a submitted listing revision and cannot approve their own submission.
Accepted decisions and executed receipts remain readable after a correction.
App Administrator maintains membership and accounts without acquiring approval authority.
| Role | Opportunities | Listings | Accounts | Relationship activities | Review and evidence | Operations control |
|---|---|---|---|---|---|---|
| Relationship Owner | Edit | Edit | View | Edit | Edit | View |
| Sales Manager | — | — | — | — | — | — |
| Auditor | — | — | — | — | — | — |
| App Administrator | Edit | Edit | Edit | Edit | Edit | — |
| Admin | View | View | View | View | View | View |
Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted and posted evidence is read-only and every guarded transition is workflow-authorized.
Starts on: Listings awaiting review
Review eligible revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records, and a reviewer cannot approve their own submission.
Starts on: Listings awaiting review
Read authorized evidence and reports. Read-only scoped audit with no write or action execution.
Starts on: Opportunity Pipeline by Status
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority, and cannot grant an independent reviewer entitlement.
Starts on: Account Cards
Maintains platform user access and monitors setup without taking the Sales Manager's independent listing decision.
Start free, then use Proto to change fields, steps and approvals before your team goes live.