Start here by role

Verified capability suitable for normal customer operations.

Compliance analyst

• Dashboard → Transactions → Approvals → Evidence.
• Fix incomplete rows before certification; use ? on Approvals for shortcuts.
• Avoid Settings, Audit, and Policies unless assigned.

Compliance manager

• Dashboard SLA and escalation health first.
• Clear Approvals queue with documented rationale.
• Weekly Analytics review; unblock Import/Processing failures.

Organization admin

• Settings — API keys, connectors, escalation (least privilege).
• Policies and Audit for posture and org-scoped event proof.
• Regulatory readiness before first license application.
• Read not-shipped capabilities before customer demos.

Empowered Official (license applications)

• Primary workspace: License applications — not daily transaction queues.
• Complete internal review, acknowledge validation warnings, confirm packet attestation.
• Upload structured JSON manually at DECCS/SNAP-R; log regulator case ID in Trade.

Viewer / read-only

• Monitor status across workspaces; missing action buttons are expected.
• Request analyst or manager support for any change.
• Use Help and Evidence read paths only — no adjudication duties.

Extended operator documentation: docs/user-guides/start-by-role.md in the Trade repository (for administrators and implementers).