01
Request
A prospective counterparty submits role, company, use case, and contact context. Submission does not create an account.
Access process / four stages
A serious request becomes a controlled handoff.
02
Review
An operator evaluates the request and can approve, decline, retain, or restrict it without exposing internal notes.
03
Prepare
For an approved request, the operator prepares the appropriate identity and workspace handoff.
04
Enter
The approved counterparty signs in to the separate system, changes the one-time credential, and works within assigned permissions.
The boundary that matters
Approval is a decision. Authentication is a separate system.
Marketing, request intake, status lookup, and operator review.
Credentials, sessions, permissions, workspaces, and protected information.
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