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USER PERSONAS

User Personas
Name
Link to Description
Affected?
How?
Admin Alice
Compliance Charlie
Producer Pat
Not yet created. This is the role of the loan officer or insurance agent. They have the ability to log in to the Social platform to build and publish posts on their own behalf, and optionally automatically route them through an approval group. Alternatively they have the ability to use content from within a content library without routing through an approval group.
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