Partner
Owns client relationships and reviews engagement economics.
Can
- Manage Clients, Engagements
- View team members, service entries, Milestones, milestone payments, operation receipts
Starts on: Engagement Schedule
Reference
Who can do what in Management Consulting PSA
Set practical access around clients, delivery, approvals and billing.
Who can do what
| Role | Clients and engagements | Consultant capacity | Service delivery | Time and expenses | Milestones and payments | Margin and evidence |
|---|---|---|---|---|---|---|
| Partner | Edit | View | View | — | View | Edit |
| Engagement Manager | View | — | Edit | View | Approve | Edit |
| Consultant | — | — | Edit | Edit | View | Edit |
| Finance Manager | View | — | View | View | Edit | Edit |
| Operations Reviewer | — | — | Edit | View | Edit | Edit |
| Admin | Edit | Edit | View | Edit | Edit | View |
Each role in detail
Engagement Manager
Owns delivery, inspects service approval outcomes and decides when milestones are ready to bill.
Can
- Manage Engagements, Milestones, service entries
- View Clients, time entries, Expenses, review decisions, operation receipts
Reviews and approves
- Approve Milestones
Starts on: Timesheets Awaiting Approval
Consultant
Records personal delivery, time and expenses.
Can
- Manage service entries, time entries, Expenses
- View Engagements, Milestones
Finance Manager
Handles milestone invoices, receipts and commercial reconciliation.
Can
- Manage Milestones, milestone payments
- View Clients, Engagements, Expenses, service entries, operation receipts
Starts on: Milestone Billing Exceptions
Operations Reviewer
Reviews decision and operation evidence across delivery and billing.
Can
- Manage review decisions, operation receipts
- View Engagements, service entries, time entries, Expenses, Milestones, milestone payments
Starts on: Timesheets Awaiting Approval
Admin
Maintains firm setup, people and access.
Can
- Manage Organizations, team members, Users, record attachments
- View Clients, Engagements, review decisions, operation receipts
Set up Management Consulting PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.