Owner Guide

The owner experience is the tenant's highest business-administration layer.

Typical owner work

• dashboard and attention queues
• branding, locations and business settings
• users, roles and capabilities
• resources, capacity, catalogue and add-ons
• customers, bookings, orders, checkout and payment status
• CRM, HR, Finance, invoice/document and analytics functions where enabled
• audit, communications and integration settings

Recommended sequence

1. Complete tenant identity and branding.
2. Confirm user access/permissions.
3. Configure resource/service/catalogue authority.
4. Validate public storefront and customer journeys.
5. Configure providers/integrations.
6. Use command-center/attention views for daily exceptions.
7. Review analytics/audit regularly.