Admin
Maintains organizations, people, property definitions and access setup.
Can
- Manage Organizations, People, Properties, Users, source mappings
- View property packets, state history
- Real Estate Document Vault
- Roles and access
Who can do what in Real Estate Document Vault
Assign packet work, independent review and access to evidence.
Who can do what
| Role | Property packets | Title document versions | Evidence documents | Review decisions | Sharing and execution | Follow-up actions | History and mappings |
|---|---|---|---|---|---|---|---|
| Admin | Edit | — | Edit | — | View | — | Edit |
| Packet Owner | Edit | Edit | View | View | Edit | Edit | View |
| Indexing Operator | View | View | Edit | — | Edit | Edit | Edit |
| Document Reviewer | View | View | View | Edit | View | Edit | View |
| Sharing Manager | Edit | — | View | View | Edit | Edit | Edit |
| Records Auditor | View | View | View | View | View | View | View |
Each role in detail
Packet Owner
Assembles and maintains the property packet and its assigned follow-up work.
Can
- Manage property packets, title document versions, follow up actions
- View evidence documents, review decisions, state history
Starts on: Open Follow-up Actions
Indexing Operator
Checks source evidence and records the indexed packet revision.
Can
- Manage evidence documents, operation runs, operation steps, execution attempts
- View property packets, title document versions, source mappings
Starts on: Collected Packets
Document Reviewer
Records an independent decision against the packet revision and requests corrections.
Can
- Manage review decisions, follow up actions
- View property packets, title document versions, evidence documents, state history
Starts on: Open Follow-up Actions
Sharing Manager
Checks scope, approved review and receipt evidence before sharing or archiving a packet.
Can
- Manage property packets, operation runs, operation steps, execution attempts
- View review decisions, evidence documents, state history
Starts on: Open Follow-up Actions
Records Auditor
Inspects packet history, source evidence, decisions and execution receipts.
Can
- View property packets, title document versions, evidence documents, review decisions, state history, operation runs, operation steps, execution attempts, follow up actions
Starts on: Shared Packets
Set up Real Estate Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.