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 SupportCreate workspaces, view onboarding metadata, configure onboarding, activate/suspend/resume, request temporary diagnostics accessJob and financial contents, commercial sign-off, approving its own support access
Tenant OwnerAccept onboarding, manage tenant configuration and authorized user invitations, approve/deny/revoke support access for own tenantOther tenants, platform operations, automatic finance or Project Manager sign-off
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