User profiles before user accounts · Visual

Add a billing agentProfileDefine the agentpermission bundle.AdminAccountCreate the person andattach the profile.AdminRoleThe role must includeagent.DomainSkillAdd that user toBilling.DomainReadyThe agent can now beoffered Billing calls.DomainAuditA second user reuses theprofile.Admin

The roadmap order is the point.

Sources and go deeper