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Workspace Onboarding and Governance Playbook

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Phase 1: Workspace baseline setup

1. Open Workspace settings and complete General tab first.
2. Set workspace identity (name, brand assets, default currency, timezone).
3. Confirm policy surfaces (Terms, Privacy, support paths) are visible to users.
4. Confirm default dashboard/load behavior is acceptable for daily operators.

• naming and branding are production-ready
• reporting defaults match finance preference
• legal/support links are accessible

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Phase 2: Access model and invitations

1. Define role model before inviting users (owner/admin/member patterns).
2. Invite members in controlled batches.
3. Confirm each invite acceptance produces expected workspace access.
4. Confirm existing-user invite and new-user invite flows both behave correctly.
5. Remove or expire stale invites as part of weekly hygiene.

• avoid over-assigning admin roles
• verify role boundaries with real UI actions (not only role labels)
• enforce least privilege for finance and automation operations

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Phase 3: Plan-gated tab validation

1. Confirm visible workspace tabs match current plan.
2. Confirm hidden tabs are truly inaccessible (not only visually hidden).
3. Confirm related actions on other pages also respect plan gates.
4. Re-run this check after every upgrade/downgrade.

• API keys and API apps
• custom domains
• webhooks and integrations
• tracking/revenue modules
• security/SAML/SCIM for enterprise

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Phase 4: Key workspace controls

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API keys and apps

1. Create only keys needed for active automations.
2. Use scoped permissions wherever possible.
3. Rotate keys on schedule and remove unused keys.

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Domains and branding

1. Add custom domains only when ownership and DNS are confirmed.
2. Verify domain status before assigning to high-volume links.
3. Re-check domain behavior after plan changes.

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Webhooks and outbound automations

1. Configure destination and secret carefully.
2. Test delivery and idempotency handling before enabling production triggers.
3. Monitor retries and failures.

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Phase 5: Security and compliance operations

1. Enforce strong account practices for privileged users.
2. Enable enterprise identity controls where applicable.
3. Review session/member/invite activity on a defined cadence.
4. Confirm incident escalation and ownership are documented.

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Weekly governance routine

1. Review members, roles, and pending invites.
2. Review billing usage and top-up thresholds.
3. Review integration health and failed deliveries.
4. Review security events and suspicious access patterns.
5. Review plan utilization against limits.

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Offboarding and ownership continuity

1. Transfer ownership only with explicit approval.
2. Remove departed users promptly.
3. Rotate keys and secrets when privileged members leave.
4. Confirm no orphaned automation dependencies remain.

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Troubleshooting matrix

• /user-guides/manual/workspace/workspace-settings-and-governance-reference
• /user-guides/manual/workspace/workspace-tabs-and-plan-gates-reference
• /user-guides/manual/workspace/workspaces-and-access
• /user-guides/manual/monetization/plan-gate-validation-playbook