Public Role Guide
Cowtown Asset and Transaction System (CATS)
Dedicated role instructions for the platform.
Client
Request work and track progress without internal clutter
Clients submit requests, monitor progress, and retrieve finished work without seeing internal operations noise.
Main Areas Used
My Work
BPO Request
Client Queue
Client Delivery
Asset Service Order
Pre-List Inventory
Daily Workflow
- Open BPO Request to start new intake work, with your company and contact information prefilled when possible.
- Use Client Queue to watch request and asset progress without internal assignment clutter.
- Use Client Delivery to retrieve completed BPOs and deliverables.
- Use Pre-List Inventory only for the properties and visibility settings allowed for your company.
What This Role Can Do
- Submit intake requests
- Track their own requests and deliverables
- Control private pre-list marketing preferences when enabled
- Use client-safe service request tools
What This Role Should Avoid
- Assign work to agents or managers
- See unrelated clients, internal admin tools, or broad asset operations
Success Standard
The client can request work quickly, understand where it stands, and retrieve the final deliverable without needing back-channel help.
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.