Outcome CTA · Module 21
Role: Assign the correct user role
Choose executive, manager, board member, school admin, officer, member, tenant, vendor, or guest.
What To Do
- Open the related module: Permissions and Access Levels.
- Confirm the person, property, business, school/sorority, board, document, approval, or event record involved.
- Collect the required details: owner, due date, risk level, documents, notes, location, and next action.
- Press the CTA button or create the record using this action: Role.
- Save the outcome and return to the dashboard or reports page for follow-up.
Required Inputs
- User accounts
- Defined roles
- Permission matrix
- Sensitive record labels
- Access review routine
Successful Outcome
This CTA is successful when the action is recorded, assigned, trackable, and connected to a measurable result.
- Show each person only what they need
- Protect sensitive records
- Give vendors and members limited access
- Audit permission changes
- Remove access quickly when roles change
Continue Workflow
Choose a completion step below. The button creates a relevant workflow-run page with a unique serial number for this module and CTA.