Admin
Maintains firm setup, access and reference records.
Can
- Manage Organizations, Advisors, Users
- View Clients, Engagements, operation receipts
- Financial Advisory PSA
- Roles and access
Who can do what in Financial Advisory PSA
Assign engagement, review and billing responsibilities.
How permissions work
Firm setup
Admin maintains Organizations, Advisors and Users.
Delivery
Engagement Manager owns Engagements and advisory deliverables; Advisor records time entries, Expenses and service entries.
Decisions
Service Reviewer handles service line approval. Billing Specialist follows deliverable invoicing and fee billings.
Who can do what
| Role | Clients and engagements | Advisor capacity | Time and expenses | Service approvals | Deliverables | Fee billing | Margin and evidence |
|---|---|---|---|---|---|---|---|
| Admin | Edit | Edit | — | View | View | View | View |
| Partner | Edit | View | — | View | View | View | Edit |
| Engagement Manager | View | View | View | Approve | Edit | — | Edit |
| Advisor | View | — | Edit | Edit | View | — | Edit |
| Service Reviewer | — | View | — | Approve | — | — | View |
| Billing Specialist | View | — | — | View | Edit | Edit | View |
Each role in detail
Partner
Owns practice oversight and commercial review.
Can
- Manage Clients, Engagements
- View Advisors, advisory deliverables, fee billings, review decisions, operation receipts
Starts on: Engagement Schedule
Engagement Manager
Owns the engagement plan and checks delivered work.
Can
- Manage Engagements, advisory deliverables
- View Clients, Advisors, service entries, time entries, Expenses, review decisions
Reviews and approves
- Approve service entries
Starts on: Time Entries Awaiting Approval
Advisor
Records assigned work and delivery evidence.
Can
- Manage time entries, Expenses, service entries, compliance evidence
- View Clients, Engagements, advisory deliverables
Starts on: Active Engagements
Service Reviewer
Decides whether submitted service lines meet approval checks.
Can
- View Engagements, Advisors, service entries, review decisions
Reviews and approves
- Approve service entries
Starts on: Time Entries Awaiting Approval
Billing Specialist
Tracks approved deliverables, invoices and collections.
Can
- Manage fee billings, advisory deliverables
- View Clients, Engagements, service entries, operation receipts
Starts on: Fee Payments Overdue Or Disputed
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.