Security

Teams

Teams are both workflow assignment groups and role-bearing permission groups.

Security

Create Team

Live demo mode is on. User 00000001 is protected in the live demo so visitors cannot change the demo administrator.

Admins

admins

CMIForge platform administrators.

Active

Members

  • Ima User ima.user@email
  • User One userserone@email

Roles

  • Administrator Full CMIForge administration.

CDD Team

cdd-team

Client due diligence and risk review.

Active

Members

No members yet.

Roles

  • Intake Reviewer Can review and approve assigned intake workflow tasks.

Intake Team

intake-team

Primary queue for incoming intake review.

Active

Members

  • Ima User ima.user@email
  • User One userserone@email

Roles

  • Intake Reviewer Can review and approve assigned intake workflow tasks.

Partner Approvers

partner-approvers

Partner-level approval queue.

Active

Members

  • Ima User ima.user@email
  • User One userserone@email

Roles

  • Entity Manager Can view, create, and edit operational entities.
  • Intake Reviewer Can review and approve assigned intake workflow tasks.