Separate advisory preparation, independent review and access administration.
| Role | Firm and Household Accounts | Advisory Pipeline | Household Reviews | Relationship Activities | Review Evidence | Operation Reconciliation |
|---|---|---|---|---|---|---|
| Sales Manager | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | Edit | Edit | — |
| Relationship Owner | View | Edit | Edit | Edit | Edit | View |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | Edit | View | Edit | Edit | View |
Review eligible revisions independently and reconcile operational evidence.
Starts on: Household Review Inbox
Maintain organization configuration and membership.
Starts on: Active Household Accounts
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: My Advisory Opportunities
Read authorized evidence and reports.
Starts on: Household Review Inbox
Maintains platform user access and controlled configuration, without independent household-review authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.