Intake Coordinator
Receives protected reports and prepares a matter for assignment.
Can
- Manage protected reports, Matters
- View Organizations, Clients, record attachments
Starts on: Submitted Reports
- Whistleblower / Ethics Hotline
- Roles and permissions
Who can do what in Whistleblower / Ethics Hotline
Separate report intake, investigation, independent review and protected identity access.
Who can do what
| Role | Protected Reports | Matters | Independent Review | Evidence | Restricted Access | Deadlines and Activity |
|---|---|---|---|---|---|---|
| Intake Coordinator | Edit | Edit | Edit | View | — | — |
| Investigator | View | Edit | View | Edit | — | Edit |
| Independent Reviewer | Approve | Edit | Approve | View | — | View |
| Ethics Manager | View | Approve | View | Edit | Edit | Edit |
| Records Custodian | — | View | — | Edit | Edit | Edit |
| Admin | Edit | Edit | View | Edit | Edit | Edit |
Each role in detail
Investigator
Owns investigation activity and prepares evidence for review.
Can
- Manage Matters, matter events, matter deadlines, record attachments, legal documents
- View protected reports, conflict reviews, review decisions
Starts on: Report Status Board
Independent Reviewer
Decides on a submitted report using the recorded source revision.
Can
- Manage review decisions, conflict reviews
- View protected reports, Matters, record attachments, operation receipts
Reviews and approves
- Approve protected reports
Starts on: Submitted Reports
Ethics Manager
Assigns matter ownership and resolves conflict and closure decisions.
Can
- Manage Matters, conflict reviews, team members
- View protected reports, matter deadlines, operation receipts
Reviews and approves
- Approve conflict reviews
Starts on: Submitted Reports
Records Custodian
Controls restricted identity access, disclosure and document production.
Can
- Manage restricted subjects, access grants, disclosure events, legal documents, document productions
- View Matters, record attachments
Starts on: Evidence Register
Admin
Configures organizations, users and access before the operating team begins.
Can
- Manage Organizations, Clients, Users, team members
- View Matters, protected reports, operation receipts
Set up Whistleblower / Ethics Hotline your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.