Match booking ownership, work updates and usage approval to the right people.
A team member may own a booking or task, while their application access is assigned through the user account.
Give the usage reviewer access to the resulting decision, receipt, booking and work item.
Test access with an owned booking, another person's booking and a submitted usage entry before the team starts.
| Role | Booking oversight | Resource work planning | Usage and approval | Conflicts and constraints | Checkpoints and evidence | Organizations and team |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Delivery Lead | Edit | Edit | Edit | Edit | Edit | Edit |
| Project Manager | Edit | Edit | Edit | Edit | Edit | Edit |
| Team Member | View | View | Edit | View | View | View |
| Usage Reviewer | View | View | View | View | View | View |
| Viewer | View | View | View | View | View | View |
Maintains access and the core delivery records.
Owns the booking plan and follows delivery exceptions.
Starts on: Resource Usage Awaiting Approval
Coordinates assigned work and checks schedule and progress.
Starts on: Confirmations At Risk
Maintains assigned work and submits dated usage.
Starts on: Booking Resources In Flight
Inspects usage outcomes and failed attempts after submission.
Starts on: Resource Usage Awaiting Approval
Reads the delivery position without changing operating records.
Starts on: Confirmations At Risk
Start free, then use Proto to change fields, steps and approvals before your team goes live.