| Firm role | What it allows |
|---|
| Owner | Everything: settings, security, users and roles, every engagement, the recycle bin and permanent deletion, the audit trail. Signs off only on files where they are on the team. The person who subscribed on troveuniverse.com is the first owner. |
| Firm administrator | Users, settings, security (file scanning, access reviews, audit trail export), methodology and clients; sees every engagement. |
| Partner | Accepts clients; creates and leads engagements; approves acceptance, materiality, risks, misstatements and the report; signs the report; archives; can be the engagement quality reviewer on other files; raises fee notes. |
| Quality & ethics lead | The independence register, the EQR register, monitoring, partner review monitoring, rotation overrides; read access to every engagement. |
| Audit manager | Runs engagements: team, planning, review, client requests, confirmations, letters; approves timesheets; proposes new clients. |
| Audit senior | In-charge on fieldwork: prepares and first-level reviews working papers on assigned engagements. |
| Audit associate | Prepares working papers on assigned engagements. |
| Inspector (read-only) | Reads every engagement, the independence register and the audit trail — for internal monitoring or a regulator's inspection. |
| Client user | The client portal only: the client's own document requests, comments, uploads, signatures and the accounting-system connection. |
| Component auditor (guest) | Only their own component of a group audit: instructions, deliverables, reporting form and clearance. |
Custom roles are built in Users & roles on a matrix of twelve modules and five levels (None, View, Prepare, Approve, Full). A custom role cannot give more access than its creator has.
| Team role | Sign-offs and rights |
|---|
| Engagement partner | Prepared, reviewed and partner sign-offs; the partner-only actions (approve acceptance, sign the report, archive, amend, switch the auditing standard). |
| Engagement quality reviewer | The quality-review sign-off only; reads the whole file and raises review notes; cannot change the team's working papers. |
| Manager | Prepared and reviewed sign-offs; manages the team, phases, confirmations, client requests and settings. |
| Senior / in-charge | Prepared and reviewed sign-offs. |
| Audit associate / staff | Prepared sign-off. |
| Specialist | Prepared sign-off on their own area. |
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