Separate opportunity preparation, independent sales review, operating setup and evidence inspection.
| Role | Account scope | Pipeline and qualification | Relationship activities | Technical evaluations | Proposal and outcome review | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Sales Manager | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | Edit | Edit | — |
| Relationship Owner | View | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | View | View | View | View | View |
Review eligible revisions independently and reconcile operational evidence.
Starts on: Proposal Review Context
Read authorized evidence and reports.
Starts on: Proposal Review Context
Maintain organization configuration and membership.
Starts on: Active Accounts
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: My Open Opportunities
Manage technical user access and support setup without acquiring independent business approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.