Tenant operations

Practice Admin Workbench

Practice tenants, user provisioning, billing, integration credentials, observability and data governance.

Local demo modelVisible workflow data is a labelled local model until a signed tenant session connects to the backend.
Current browser view
Daily work center

Practice control lanes

Role-specific surface area and administrator permission model

Tenant and RBAC center

Needs review

Controls tenant setup, user invitations, MFA coverage and role-bound workspace access.

Metric9 users pending
OwnerPractice administrator
DueAccess review
Tenant setupConfirm practice details, memberships and default workflow settings.Review tenant setupReadyRole templatesValidate accountant, auditor and administrator permissions before invitation.Review role templatesNeeds reviewMFA enforcementRequire MFA for operators before production access.Chase MFA enrolmentNeeds review
Data feeds, partner integrations and ready-for-credentials gates

Integration credential center

Credentials

Separates real provider readiness from demo-labelled adapters for bank, ATO, e-sign, actuarial and AI.

Metric6 credential gaps
OwnerIntegration owner
DueBlocked external
Bank and registry feedsTrack live credential gaps before any data feed is treated as production.Check adapter healthCredentialsATO and actuarialKeep regulated integrations capped as ready-for-credentials until approval and keys exist.Review credential gapsCredentialsDemo disclosureEnsure every non-live provider surface is visibly labelled before users act on it.Audit demo labelsReady
Operational control surface for billing, SLOs and audit logs

Commercial and observability center

Needs review

Combines Stripe readiness, subscription state, tenant health and governance audit controls.

Metric94 SLO
OwnerOperations
DueCurrent window
Billing readinessConfirm Stripe secret, Price IDs and webhook health before live checkout.Review billing planCredentialsTenant healthWatch open audit queries, feed exceptions and credential blockers in one queue.Review SLO alertsNeeds reviewGovernance exportExport audit logs and access changes for compliance review.Export governance reportReady
Active tenants123 audit-only tenantsReady
MFA coverage86%9 users pending enrolmentNeeds review
Credential gaps6ATO, CDR, e-sign and actuarialCredentials
SLO score94target 95Needs review
1

Tenant setup

Ready

Each practice has isolated memberships, role defaults, MFA policy and branded client access.

12 tenants
  • Create tenant
  • Assign role memberships
  • Require MFA
2

Billing and plans

Credentials

Monthly and annual plan wiring is ready for live credentials and webhook certification.

Stripe pending
  • Map plan entitlements
  • Validate subscription state
  • Review failed payments
3

Credential operations

Credentials

Human-held provider accounts gate live bank, ATO, actuarial, e-sign and AI certification.

6 gaps
  • Configure provider keys
  • Check adapter health
  • Label demo-only modes
4

Observability and governance

Needs review

Tenant health, auth events, integration modes and blocked workflow queues are monitored centrally.

94 SLO
  • Review SLO alerts
  • Audit access changes
  • Export governance report
Production queue

Practice Admin Queue

User-access reviews, role boundaries and MFA enrolment needed for production access.

Fund or tenantWork typeOwnerDueStatusNext action
Apex SMSF PracticeMFA enrolmentPlatform adminTodayNeeds reviewRequire MFA for remaining accountant operators.
North Shore SMSF AuditRBAC reviewPlatform admin13 JunReadyConfirm auditor-only tenant cannot mutate accountant records.