CLIENT ONBOARDING PROTOTYPE
Local metadata only · no emails sent

Client workspaces

Manage onboarding and consent-based support access.

Simulation only: active clients have separate browser-local bidding records. This does not provision infrastructure or authenticate users. Tenant owner mode represents the owner of the selected client.

Create client workspace

Toronto, Ontario · CAD · 13% HST
Entitlements are managed here, outside the bidding journey.

Select client

Permission boundaries

RoleAllowedNot granted
Platform onboardingCreate workspace metadata, configure onboarding, activate/suspendClient job contents, financial records, signing, self-approved support access
Platform supportClient service status, request access; approved configuration diagnostics for one hourProposals, accounting, tenant changes or granting itself access
Tenant ownerAccept onboarding; approve, deny or revoke support access for own tenantOther client workspaces; platform operations
Tenant AdministratorTechnical configuration and user administration within assigned authorityAutomatic finance, commercial approval or platform access
Proposal / Project ManagerExisting author / assigned reviewer workflowsPlatform operations; finance without separate finance grant
Finance operatorAuthorized tenant invoices, receipts, bills and reportsOther tenants or implicit proposal sign-off authority