User Roles

User Roles

Prorganizer uses role-based access control with four system roles. Each role has specific permissions designed to support different team functions.

Available Roles

Owner

• Full access to all features and permissions
• Billing and subscription management
• Can delete company and transfer ownership
• MFA required

Administrator

• Full access to all features and permissions
• Team management (invite, remove, change roles)
• Company settings management
• Cannot delete company or manage billing
• MFA required

Accountant

• Full financial access (transactions, bills, invoices, reports)
• Compliance management and filing
• Payroll processing (but not approval)
• Document upload and management
• Can view settings (but not modify)
• Cannot approve transactions or payroll (maker-checker separation)
• No team management access

Viewer

• Read-only access to all modules
• View transactions, bills, invoices, and reports
• View compliance status and payroll information
• View documents and team members
• Cannot create, edit, delete, or approve any data

Role Comparison

Permission	Owner	Admin	Accountant	Viewer
View & Reports
View transactions	✓	✓	✓	✓
View bills & invoices	✓	✓	✓	✓
View reports	✓	✓	✓	✓
Export reports	✓	✓	✓	✗
View compliance status	✓	✓	✓	✓
View payroll	✓	✓	✓	✓
View documents	✓	✓	✓	✓
Create & Edit
Create/edit transactions	✓	✓	✓	✗
Create/edit bills & invoices	✓	✓	✓	✗
Send invoices & reminders	✓	✓	✓	✗
Process payroll	✓	✓	✓	✗
Manage compliance	✓	✓	✓	✗
Upload documents	✓	✓	✓	✗
Approval
Approve transactions	✓	✓	✗	✗
Approve payroll	✓	✓	✗	✗
Administration
View team members	✓	✓	✗	✓
Invite team members	✓	✓	✗	✗
Manage team (roles, remove)	✓	✓	✗	✗
View settings	✓	✓	✓	✓
Manage settings	✓	✓	✗	✗
Billing & subscription	✓	✗	✗	✗
Delete company	✓	✗	✗	✗
Security
MFA required	Yes	Yes	No	No

Understanding Maker-Checker

Accountants can create and process financial data but cannot approve it. This separation (maker-checker) ensures:

• Fraud prevention: The person who creates a transaction cannot approve it
• Error reduction: A second pair of eyes reviews important financial actions
• Audit compliance: Clear separation of duties for regulatory requirements

Transactions and payroll created by Accountants require approval from an Owner or Administrator before being finalized.

Choosing the Right Role

Role	Best for
Owner	Business founders, primary decision makers
Administrator	Office managers, senior staff who manage the team
Accountant	Bookkeepers, finance staff who handle day-to-day accounting
Viewer	Stakeholders, consultants, or auditors who need visibility