Limits
- No unrestricted read access to client files.
- No authority to promise eligibility, funding, or contractual acceptance.
← Roles
OPERATIONAL ROLE
Onboarding agents
They guide initial intake, check completeness, and later place authorised evidence into the correct protected organisation perimeter.
Responsibilities
Operating scope
- Collect minimum organisation and contact information first.
- Check duplicates, required fields, and the chosen service route.
- Request protected documents only after accreditation and contract gates.
Handoff
A complete and authorised profile is transferred to matching or project work without exposing unnecessary identity data.
Data
Access derives from the assignment and tenant, not from the role title. Every exception must be authorised and recorded.