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Home / Documentation / Getting Started (Operator)
Getting Started for Operators
Use this checklist to get your operator workspace operational quickly.
Prerequisites
- Role-based operational access
- Approval policy familiarity
- Escalation workflow awareness
- Audit and event log review competency
First Week Checklist
- Screen new application submissions.
- Assign diligence tasks to relevant professional roles.
- Evaluate returned deliverables and issue revisions if needed.
- Approve progression when all policy gates are satisfied.
- Operate servicing, payouts, and incident workflows.

