Reps & tree
MSO Admin
Territories & geo assignment, reps & upline tree, role gating, MDCareFlow sync.
6 capabilities · 6 native (run engine-off) · (mso)/territories (mso)/reps
| ID | Capability | Class |
|---|---|---|
| ADM-1 | Territory CRUD w/ ZIP/county assignment (one geo → one territory) | N |
| ADM-2 | Rep management + upline tree view (N levels, plans control depth) | N |
| ADM-3 | Payee classification (W-2 / 1099) enforced disjoint from SME | N |
| ADM-4 | Plan assignment (effective-dated) per rep | N |
| ADM-5 | MDCareFlow integration: collections + enrollment sync | N |
| ADM-6 | Roles & permissions (ADMIN / SALES_OPS / REP / SME / VIEWER) | N |
The Payroll → Runs area is fully interactive in this prototype. Open it →