Separate preparation, independent financial review, administration and audit access.
Team membership connects a user to an organization and role. Check that scope before an instruction or snapshot is prepared.
The Independent Finance Reviewer examines the submitted revision; the person who prepared it cannot approve their own request.
App Administrator maintains organizations, counterparties and members without receiving financial authority from that task.
Attachments can be Internal or Shared. Test each reader's access to the documents behind a decision.
| Role | Investment instructions | Property cash flows | Independent review | Provider evidence | Operations control | Portfolio organization |
|---|---|---|---|---|---|---|
| Operations Analyst | Edit | Edit | Edit | View | View | Edit |
| Independent Finance Reviewer | View | View | View | View | View | View |
| App Administrator | Edit | — | Edit | Edit | — | Edit |
| Auditor | View | View | View | View | View | View |
| Admin | View | — | View | — | View | Edit |
Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; guarded workflow authorizes all transitions.
Starts on: Snapshots Awaiting Review
Review eligible revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; a reviewer cannot approve their own submission.
Starts on: Snapshots Awaiting Review
Maintain organization configuration and membership. Administrative membership does not confer financial, approval or execution authority.
Starts on: Active Counterparties
Read authorized evidence and reports. Read-only scoped audit with no write or action execution.
Starts on: Pending Evidence
Maintains user access and configuration while preserving the Independent Finance Reviewer's decision authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.