Request Authorised User Permissions - Margaret Ellwood - Admin

Before you sign in as her authorised user, record the instruction you're acting on. It is attached to the next transfer you book in this session.

* How did Margaret ask?

Recorded call

* Link to the conversation

The Aircall recording, WhatsApp chat or email thread where Margaret asked for this.

* Margaret asked from

Only contact details already on the account are listed. If Margaret used another number or address, call back on the number on file and record that call instead.

What she asked for

Optional. Helps compliance match the booking to the call.

Dealer booking On, confirmed by client

One instruction covers one booking. If Margaret asks for a second transfer, record that instruction too.

The same three fields are required on Create Offline Trade, so every transfer a dealer books points at the conversation it came from.