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Apply it at the freight desk

Start Here: Define agent authority before customer contact

Pair role boundaries with system permissions

Plan the handoff when an agent leaves

Case: An agent leaves with active system access

Practice: document a commission and customer handoff

Pressure test: classification and customer data

Scenario practice: close access and transfer open work

Real-world rep: decide the next approval

Mastery check: find the control gap

Quick check: support clear agent authority

Agent authority and handoff controls

Document agent authority, responsibilities, compensation, confidentiality, and internal workflows with appropriate review.

Phase 5.8: Define Agent and Internal Documents

<div class="simple-box-wrapper"> <div class="simple-box"> <div class="column"> <h3>Description</h3> <div class="ck-horizontal-line"><hr></div> <p>I'm a paragraph. Click to start writing that will inform, inspire, or encourage your community. We know you have so many things to share with the world. Happy editing!</p> </div> </div> </div>