Team Guide

Train each role on the right workflow.

A role-based rollout is easier to adopt than a generic product walkthrough. Each person should know the decisions they own, the signals they watch, and the handoffs they are expected to keep moving.

Role-by-role focus

• Owners and CFOs own cycles, billing, seats, reporting, and forecast visibility.
• Managers balance workload, clear blockers, and watch recurring task health.
• Reviewers approve work, request changes, and keep sign-off moving.
• Accountants prepare work, attach evidence, and keep task status current.