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
- Verify role access before changes.
- Perform changes in lowest-risk order (access, config, billing).
- Record what changed and when.
- 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.