Daily / support checklist
Sign in as root → confirm Platform + Roles in sidebar (exit Switch As if missing).
/platform/overview— past-due / auto-suspended alerts./platform/tenants— find shop; verify active + plan.Assign Custom or hard-set plan when sales requires it; confirm features unlock.
Custom domain: plan flag → Domain tab → customer DNS → Check DNS / TLS.
Support: Switch As shop admin → reproduce → exit to root.
Staff issues:
/userscross-tenant search; prefer deactivate; avoid last-admin delete.Env breakage:
/platform/integrations.Catalog/pricing changes:
/platform/plans→ verify/pricing.Feedback:
/platform/feedback.Local only:
/setup/preview, database seed/migrate (env-gated).After suspend: confirm shop admin is blocked; root still opens platform + Switch As.
FAQ
Why can’t I open Tenants while helping a shop?
You are still in Switch As. Exit to become a platform root actor again.
Where is Create tenant?
Nowhere. Shops register via public signup. (Some older engineering docs saying “create manually” are stale.)
Can shop admins edit Roles?
No. They assign roles on /users. Catalog is /roles (root only).
Do we clone the platform template workspace for each signup?
No. Each signup gets a fresh shop template. The platform workspace stays separate for samples and operator tooling.
Email logs show every shop?
As root with no shop selected via Switch As, Email logs can show all shops. Shop sessions only see their own shop.
Suspend vs cancel billing?
Suspend locks shop access. Billing can also auto-suspend from payment state. Reactivate clears suspension metadata when applicable; billing status may still need separate resolution.
Can two roots administer each other?
No — root accounts are locked against delete/deactivate/role changes.
Form data missing from sidebar?
/platform/form-data is deep-linked / root-gated and may not appear in the menu.
Reports without the shop’s plan?
Root actor can open reporting with platform scope; shop users still need Reports (Starter+).
Related
Getting started — signup & setup shops experience
Users & team — shop invite rules
Customer portal — domain + buyer access impact of suspend
Back to README.
Prefer Switch As and plan assignment over editing live customer data unless support asks.