Assign preparation, physical work, review and reconciliation.
| Role | Client scope | Stock requests | Lot and availability | Reservations | Movement evidence | Storage charges | Review and reconciliation |
|---|---|---|---|---|---|---|---|
| Coordinator | View | Edit | View | View | View | Edit | Edit |
| Inventory Reviewer | — | Approve | — | View | View | Approve | Edit |
| Warehouse Operator | View | View | View | Edit | Edit | View | View |
| Billing Specialist | View | View | — | — | — | Edit | View |
| Reconciliation Analyst | — | View | — | View | Edit | Edit | Edit |
| Client Manager | View | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | View | View |
Prepares scoped stock requests and coordinates stock operations.
Starts on: Active request board
Makes independent source-revision decisions and examines evidence before controlled corrections.
Starts on: Client statements awaiting review
Confirms physical stock work against an approved request.
Starts on: Active request board
Prepares client storage statements for independent review.
Starts on: Client statements awaiting review
Investigates operation receipts and compares linked effects with source evidence.
Starts on: Executed request history
Reviews organization-scoped requests and statement outcomes.
Starts on: Statement decision history
Maintains users, team membership and master records without replacing operational decisions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.