Workspace setup
Create a tenant workspace, invite users, and confirm plan, role, and dashboard access.
A workspace represents one tenant. Users, websites, agents, queues, billing records, webhooks, and usage limits are resolved through this tenant context.
Setup checklist
- Verify the owner email.
- Complete onboarding with company and workspace details.
- Confirm the workspace has the expected trial or paid plan.
- Add at least one website.
- Invite managers, agents, and billing users.
- Assign agents to the website they should serve.
- Log in as each role and confirm the dashboard only shows allowed routes.
Role expectations
| Role | Expected access |
|---|---|
| Client admin | Full tenant administration, billing, team, websites, integrations, reports |
| Manager | Team, queue, reports, calls, schedules |
| Agent | Agent dashboard, calls, queue, status, schedule |
| Billing clerk | Billing view, wallet, invoices |
| Supervisor | Custom tenant role based on assigned permissions |
Plan expectations
Free trial workspaces should be limited by trial duration, usage minutes, and enabled features. Paid plans should unlock only the modules allowed by the selected plan.
Access test
For each role, test these paths:
/dashboard/dashboard/billing/dashboard/integrations/dashboard/reports/dashboard/team/dashboard/websites
Expected result: allowed pages render normally, and restricted pages show the access denied screen without exposing data.