Worksheet

Role and access matrix

Roles run down one printed page, from sub-agent and cashier to relationship manager, back-office executive and principal, with columns for client contact, schedule, receipts, claims, health declarations and export. Mark each cell view, edit or none. No login before the principal signs.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Role-based access for sub-agents and agency staff”, www.gullysystem.com/blog/role-based-access-for-sub-agents-and-agency-staff