Assign the active compliance manager
Choose an active staff member and save the journey foundation.
Exact navigationAdmin Area → Full Compliance Applications → Case → Client journey → Active compliance manager
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Choose an active staff member and save the journey foundation. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Admin Area → Full Compliance Applications → Case → Client journey → Active compliance manager.
- Locate the record, setting or action used to assign the active compliance manager.
- Complete the displayed fields or controls exactly as described in this guide.
- Select the available save, submit, update, call, sign, upload or confirm action.
- Return to the related register, portal, dashboard or call panel and verify the recorded result.
Fields, choices and supported possibilities
Active compliance managerActive staff list only.
Code-backed validations and workflow rules
- Changing the manager records an auditable journey update.
Expected result and verification
- The assign the active compliance manager workflow completes without a validation, permission or availability error.
- The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
- Any client-visible or public result appears only where the code explicitly allows it.
Security, privacy and operational checks
- Use a controlled test case, contact, extension or website origin before production rollout.
- Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.