Separate demand preparation, independent decisions, receiving evidence and supplier analysis.
Procurement Specialist prepares assigned request drafts and lines. Protected submission, commitment and correction actions check the permitted scope and revision.
Procurement Reviewer decides eligible request and assessment revisions through guarded actions. The role also reconciles operation evidence through its authorized action. Preparation and administrative access do not supply independent approval authority.
Receiving Officer records accepted quantities through the receipt action. Read access to line details does not permit an unrestricted edit of protected accepted scope.
Finance Officer requests a match against unused accepted scope and follows the reviewed eligible amount. That authority does not execute a payment.
Supplier Analyst prepares assessments and evidence. The independent reviewer decides whether the current submission can proceed.
Auditor reads authorized history without changing it. Admin maintains users, memberships and suppliers without acquiring commercial approval authority.
| Role | Demand and Suppliers | Commitment Review | Receipt Acceptance | Invoice Matching | Supplier Scorecards | Evidence and Corrections |
|---|---|---|---|---|---|---|
| Procurement Specialist | Edit | Edit | Edit | Edit | Edit | Edit |
| Procurement Reviewer | Approve | Approve | View | View | Approve | View |
| Receiving Officer | View | View | View | View | View | View |
| Finance Officer | View | View | View | View | View | View |
| Supplier Analyst | Edit | Edit | Edit | Edit | Edit | Edit |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Prepare assigned purchase demand and supporting files, then request guarded submission and supplier commitment actions.
Starts on: Draft Requests
Independently decide eligible request and assessment revisions, authorize executed-scope compensation and reconcile operation evidence through guarded actions.
Starts on: Draft Requests
Record actual accepted quantities through guarded receipt actions within the assigned purchasing scope.
Starts on: Open Commitments
Match supplier invoice references to eligible unused accepted scope and inspect the confirmed downstream result.
Starts on: Open Commitments
Prepare evidence-backed delivery and acceptance assessments for independent review.
Starts on: Assessment Drafts
Read authorized purchasing, scorecard and operation evidence without changing decisions or execution results.
Starts on: Draft Requests
Maintain platform users, organization membership and supplier eligibility without operational approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.