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Public Role Guide
Cowtown Asset and Transaction System (CATS)
Dedicated role instructions for the platform.
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Admin

Control the platform and keep it stable

Admins control configuration, user access, workflow standards, monitoring, and operational safety across the site.

Main Areas Used

Admin Settings Security Audit Visitor Insights QA Mission Control Auth Health Task Template Design Workflow Map Workflow Exceptions Center Asset Board Asset Center BPO Review

Daily Workflow

  1. Open Admin Settings first to review system health, user access, workflows, notifications, and operations tools.
  2. Use Security Audit and Auth Health to confirm account readiness, mail path, MFA, and role access safety.
  3. Use QA Mission Control before major releases so the signoff history and release decision stay documented.
  4. Maintain workflow templates, transition rules, KPI targets, and delivery settings only after checking downstream impact.

What This Role Can Do

  • Edit platform settings and workflow templates
  • Review or lock down access rights and feature visibility
  • Run QA signoff, regression, and readiness tools
  • Approve and manage users
  • Maintain client theme packs and portal visibility
  • Monitor integrations, reports, and operational tools

What This Role Should Avoid

  • Bypass ownership rules unless support or oversight requires it
  • Make live workflow changes without understanding downstream impact

Success Standard

The system is stable, permissions are correct, workflows stay current, and each role can do its job without hand-holding.

This role guide is public so teams can train and onboard before signing in. Live access to the actual screens still depends on approved rights inside the platform.