Scope

This guide is for admins managing account access, operational checks, and support escalations.

Core admin responsibilities

• Manage user access and role assignment.
• Validate billing and AI credit readiness for teams.
• Coordinate onboarding and install verification for new sites.
• Monitor troubleshooting/debug outcomes for escalated issues.

Recommended operating playbook

1. Verify role access before changes.
2. Perform changes in lowest-risk order (access, config, billing).
3. Record what changed and when.
4. Confirm expected behavior after each operation.

Incident triage checklist

• Capture site/workspace identifier.
• Capture timestamp and user impact summary.
• Confirm whether issue is install, consent, conversion, billing, or AI related.
• Route to correct internal owner with evidence.

Troubleshooting

• Permission mismatch: re-check role assignments and affected site scope.
• Repeated configuration regressions: define one owner and change-control process.
• Hard-to-reproduce issues: use debug mode and timestamped reproduction steps.