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CRM Admin users assigned to Funding Machine Operations can open its Onboarding menu entry and work on client onboarding. This includes the queue, client notes, calls, checklists, account linking, identity review and setup controls. The permission is based on the user’s current CRM role and Operations assignment; no individual email or user-ID list is maintained. This permission covers onboarding only. It does not grant the general Admin console, billing, processing, other agencies, or global onboarding settings. Existing agency staff and other authorized administrators keep their existing access.

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Grant or remove access

An authorized CRM administrator manages the user’s role and Operations Location assignment. Removing the Admin role or Operations assignment removes onboarding access on the next server check. A failed verification grants no access. After a role change, reopen the Onboarding menu entry to refresh the page. If Not Authorized appears, confirm that the menu link passes the current user’s identity and that their CRM record lists both Admin and Funding Machine Operations. Being an administrator of a customer’s Location does not qualify. See Focused onboarding workspace for the client workflow.