Owner console

Manage workspace users, roles, admin authority, external access posture, and invite flow from one control surface.

Admin SettingsWorkspace synced1 identity users
Loading access
Users1People in identity
Admins1Admin authority
Active1Can use workspace
Pending0Invite or review

Legacy Organization

Department structure, roles, and accountability

Use this as the source of truth when inviting users, assigning roles, toggling admin authority, and reviewing module permissions.

1Owner / Principal
2Director of Operations
3Acquisitions / Permitting / Construction / Finance / Compliance / HR leads
Department lanes
  • ExecutiveFinal authority on strategy, acquisitions, capital, leadership hiring, and major approvals.
  • OperationsDay-to-day execution, department coordination, deadlines, reporting, and issue escalation.
  • AcquisitionsLead intake, property review, due diligence, underwriting support, and closing coordination.
  • Development & PermittingZoning review, permit strategy, applications, corrections, inspections, and consultants.
Operating accountability
  • Operations / WeeklyProject oversight, department coordination, weekly owner reporting.
  • Acquisitions / Per DealLead review, due diligence, underwriting, purchase recommendation.
  • Permitting / Per ProjectPermit path, corrections, consultant coordination, inspection handoff.
  • Finance / Weekly / MonthlyAP/AR, job costing, cash position, monthly owner/CPA reporting.
02-Organization/Department-Structure02-Organization/Org-Chart02-Organization/Roles-and-Responsibilities02-Organization/Accountability-MatrixAdmin roles System Map
Project Access00 active assignments
Master Data00 lists configured
Budget Templates00 active lines
Document Rules00 active rules

Admin workflow

Connected control paths

DirectoryCompany contact directory and operating people records
HR / EmployeesEmployee records, HR ownership, training, and reviews
OnboardingClient, project, contractor, vendor, and employee onboarding
Entity ManagementLegal entities, ownership, tax, and project assignment context
System MapRole structure, module ownership, and operating map
Data QualityRepair previews, import cleanup, and data quality checks
Backup / ExportHosted backup jobs, exports, restore prep, and audit trail
System HealthAuth, RLS, storage, route, and test safety checks
ReportsOwner, finance, audit, and external report packages

Access register

Users and workspace authority

Tenant pendingAwaiting refresh
Signed in asOwner/AdminNo owner allowlist returned
1 active1 admin0 external0 pending
1shown / 1
UserRoleStatusIdentityLast seen

Invite user

Add access

Selected user

brandondahlconsulting@gmail.com

Project access manager

Internal and external project assignments

0 shared projects0 review issues
Total0Assignment records
Active0Can currently work
External0Vendor/professional access
Review0Needs admin attention
Assignment editorGrant project accessNew assignment record
ProjectUserRole / accessStatusReview
No project assignments loaded yetOnce project assignment rows are migrated, contractor, vendor, permit coordinator, finance, and internal role scoping will appear here.

Tenant

Workspace settings

OrganizationIntent REI LLCTenant pending
StatusActivePlan not recorded
OwnerOwner/AdminLast update pending
Workspace editorAdd workspace tenantNew tenant register row

Master data

Lists and values

Master dataNo rows loadedCategories, statuses, departments, and operating lists will show here.
List editorAdd master value0 visible setup values

Budget setup

Template lines

Budget templatesNo rows loadedLegacy template lines will land here before full template editing is rebuilt.
Template editorAdd budget line0 visible lines / $0

Document rules

Required files

Document rulesNo rows loadedRequired permit, closeout, insurance, and archive document rules will show here.
Rule editorAdd required file0 visible document rules

User activity

Recent admin trail

0 rows
ActivityNo audit rows loadedCreates, edits, exports, access changes, and data quality activity will show here.

Restoration map

Next write workflows

Project assignmentsGrant, edit, remove, and review scoped access with compliance blockers.
Master dataAdd/edit categories, statuses, departments, project types, and reusable lists.
Budget templatesCreate and update template lines used by project setup and cost tracking.
Document rulesManage required permit, insurance, closeout, archive, and CPA package files.

Role permissions

Editable policy matrix

0 rules0 overrides
Policy editorOwner / Admin / ProjectsUsing legacy default until saved
RoleModuleAllowed actionsKey
No permission rules match this filterClear the filter or choose another role to review the default matrix.