Back to admin workbenchPractice administration workflow

Tenant Operating Console

A tenant-level view for RBAC, billing, integrations, observability, credential readiness and data governance.

Tenant or integrationadm-002Demo mode until signed session loads
Role-scoped console modelThis administration route is wired from the admin queue and excludes accountant and auditor production actions.
Current browser view
Users426 privileged usersNeeds review
Tenants8All isolated in signed modeReady
BillingReadyStripe credentials pendingCredentials
SLO99.9%Observability route liveReady
RBAC

Tenant membership, privileged roles and MFA posture stay outside production work queues.

Needs review
Privileged usersAccess review required
6Needs review
MFA coverageSigned auth controls active
signedReady
Billing

Plan and billing readiness are visible without certifying live Stripe credentials.

Credentials
StripeExternal account required
ready-for-credentialsCredentials
Plan limitsMonthly and annual plan surfaces
configuredReady
Integrations

External adapters are separated from live-provider claims until credentials exist.

Credentials
Bank feedsCDR/provider account required
ready-for-credentialsCredentials
DocuSign eSignatureDocuSign account and access token required
ready-for-credentialsCredentials
ATO/SBRDSP/SBR approval required
blocked externalCredentials
1

Tenant and RBAC

Needs review

Role assignments, tenant membership, MFA posture and access reviews are controlled outside production work queues.

6 privileged users
  • Review privileged users
  • Invite practice user
  • Export access audit
2

Billing and plans

Credentials

Monthly and annual plan state is visible without exposing live billing as certified before credentials exist.

Stripe ready-for-credentials
  • Review subscription state
  • Check plan limits
  • Open billing adapter readiness
3

Integration readiness

Credentials

CDR, bank feeds, actuarial, DocuSign e-signature, ATO and AI providers are separated by credential and compliance readiness.

Live credentials pending
  • Review adapter status
  • Check credential gaps
  • Export blocked-external list
4

Observability and governance

Ready

Audit logs, tenant health, data retention and operational alerts are visible to administrators only.

Tenant health active
  • Open tenant health
  • Review audit log
  • Check data retention