Responsibilities and decision rights for travel coordinators, approvers, travel managers and payments analysts.
| Role | Suppliers and organizations | Trip bookings | Fare comparison | Policy review | Payments and confirmation | Changes and receipts |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Travel Manager | Edit | Edit | View | Edit | View | View |
| Travel Coordinator | View | Edit | Edit | View | Edit | — |
| Travel Approver | View | Approve | Approve | Edit | View | — |
| Payments Analyst | — | View | — | — | Edit | Edit |
| Viewer | — | View | View | View | View | — |
Configures organizations, team members, users and access, and corrects records across the app.
Maintains approved suppliers and team membership, sets the travel policy version in use and oversees bookings and spend.
Starts on: Pending Review
Owns trip bookings, gathers and submits fare options, places holds, confirms on verified payment and handles cancellations and corrections.
Starts on: Open Bookings
Independently reviews submitted fare options and booking revisions they did not prepare, recording approve, reject or return decisions.
Starts on: Pending Review
Records and checks provider payment events and reconciles pending and unresolved operation receipts.
Starts on: Open Bookings
Reads bookings, fare options, decisions and payments without changing them.
Starts on: Trip Calendar
Start free, then use Proto to change fields, steps and approvals before your team goes live.