Give collection, review and audit work the right scope.
A team member belongs to an organization; review access against that scope before using a shared network record.
Collection Coordinators prepare loan and handoff work; Collection Reviewers examine the case and make an independent decision.
Auditors read authorized records and attachments to reconstruct a case after completion.
| Role | Collection | Circulation | Interlibrary | Custody | Review | Evidence |
|---|---|---|---|---|---|---|
| Collection Coordinator | View | Edit | Edit | Edit | Edit | Edit |
| Collection Reviewer | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | — | Edit | — |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | Edit | View | View | Edit | View |
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Active Circulation Board
Review eligible revisions independently and reconcile operational evidence.
Starts on: Handoff Review Inbox
Maintain organization configuration and membership.
Starts on: Collection Items
Read authorized evidence and reports.
Starts on: Returned Loans
Oversee the configured app and its access policy across library organizations.
Start free, then use Proto to change fields, steps and approvals before your team goes live.