Add client user change requests to tracking sheet

Your client user change form submissions go untracked, delaying access updates and burdening account managers. It logs each request and notifies ops and the requester for same-day completion.

Overview

Manual intake for client user changes wastes Sales Ops time and delays broker access changes. This workflow captures each submission into a single tracking row, alerts your ops channel, and sends a confirmation to the requester so updates complete same day.