Administrator responsibilities
Workspace Owners and Administrators manage people, modules, billing, and governance. This guide reflects Version 1 capabilities only.
Staff management
Navigate to Admin → Staff to:
- Invite new staff by email
- Set role (Administrator or Staff)
- Assign job titles for display and permissions context
- Remove or change roles (Owners only for promote/demote to Owner)
Pending invitations count toward your plan's staff limit until accepted or expired (14 days).
Module configuration
Go to Settings → Modules to enable or disable product areas per workspace:
| Module | Purpose |
|---|---|
| Client Hub | Clients, Client 360, portal users, orders |
| Intake | Public enquiry forms |
| CRM | Pipeline and opportunities |
| Ticketing | Support tickets |
| Documents & Knowledge | Read-only knowledge library |
| MSP bundle (legacy) | Phone, invoices, reports, internet — for migrated MSP workspaces only |
Disabling a module hides its navigation and guards related actions. Data is retained but inaccessible until re-enabled.
Workspace settings
Settings → General — workspace name, slug, and archive (Owner).
Settings → Billing — subscription, plan changes, and Stripe Customer Portal.
Transfer ownership — Owners can transfer workspace ownership to another Administrator from General settings.
Permissions model
Version 1 uses role-based access:
- Owners — unrestricted within the workspace
- Administrators — staff and settings (not ownership transfer)
- Staff — operational access; some admin routes are restricted
Client portal users are scoped to their own client records only.
Platform admin (AllSide Systems)
Internal platform operators use a separate platform admin area — not available to customer workspace administrators.
Audit and security
See the Security documentation for authentication, data isolation, and security practices.