Workspaces (platform admin)

How do you create and manage a customer workspace?

Tenants (/platform/tenants). Platform super admin only — everybody else gets “Platform super admin role required to manage tenants.”

One row per customer. Everything about a workspace is on that row — there is no detail page behind the name.

The four tiles

Active, Suspended, Enterprise and Total. Active and suspended are links that filter the list.

Creating one

Press New tenant.

Field	Rules
Name	2 to 200 characters
Slug	Lowercase letters, digits and hyphens. No leading or trailing hyphen. 2 to 100 characters
Plan	Starter, Pro or Enterprise
First admin email	Optional. Given one, an admin invitation is sent at creation
First admin full name	Locked until an email is entered
Workspace work mode	Task-based or Productivity-only

The slug goes in the URL and in the desktop client sign-in, so the customer will type it. A wrong one is refused with “Lowercase letters, digits and hyphens; can’t start or end with a hyphen.”

Work mode cannot be changed later

The server refuses every attempt after creation. There is no override.

It decides whether projects, tasks and the three billing reports exist in that workspace at all. Getting it wrong means creating the workspace again and moving the customer to it.

Ask the customer one question before you choose: does a person pick a named piece of work before they start working? Yes means task-based. No means productivity-only. See Task based or productivity only.

Enter the first admin email at creation

A workspace with no admin is a workspace nobody can set up — and only this screen can invite the first one. Filling the field saves a second visit and a support ticket.

The form says so: “If an email is given, an Admin invitation is sent when the tenant is created.”

The row actions

Action	What it does
Edit tenant	Rename, or change the plan, inline in the row
Invite tenant admin	Sends an admin invitation. The confirmation names when the link expires
Suspend tenant	Its users lose access. Asks first
Reactivate tenant	Restores access. Asks nothing — it applies at once

The two are not symmetrical

Suspend confirms: “Suspend Acme? Its users will lose access.” Reactivate does not confirm at all. One click on the wrong row restores a customer you meant to leave suspended, with nothing to cancel.

Suspending does not pause retention

Its users lose access, but the nightly retention job still runs for a suspended workspace and still deletes data past the retention days.

Retention is a promise to the people being tracked, not a paid feature — so a workspace suspended for three months over a billing dispute keeps losing its oldest data the whole time. Say that before you suspend one, if the customer may come back.

What this screen does not have

Four things, and knowing them saves you looking.

No seat counts. No licensed-against-used figure anywhere. The screen deliberately counts only what the data can support.

No trial status. A workspace is active or suspended.

No tenant detail page. Everything about a workspace is on its one row.

No impersonation. You cannot sign in as a customer’s admin to see what they see. To diagnose something inside a workspace you need an account in it — which is also why a platform admin has no access to screenshots.

Finding the workspace that has gone quiet

That is the question this role exists for, and this screen does not answer it.

Your platform dashboard does: it lists the most active workspaces today with their tracked time and screenshot counts.

Read it for an absence, not for a leader

A workspace that was busy last week and is missing from today’s list is the call worth making. A top-by-volume table hides exactly that — the customer about to churn is the one that has stopped appearing.

Next: Desktop agent versions · Setting up a workspace