SA
↩ Clarity HQ
What should I do first?

Today

What needs your attention right now — no menus, no hunting. Everything else is one click away.

Platform at a glance

Platform Dashboard

Service-wide operations across every customer. Tiles marked Live read directly from the platform; tiles marked Connect source are wired and waiting on their data model — no estimated figures are shown.

Customers Live
All on the platform
Active Live
Not suspended or archived
Paying customers Live
Active subscriptions
Active trials Live
In trial window
Platform alerts
Derived live from account lifecycle
System health
Real-time platform checks

Customer Management

Every Service customer on the platform. Select a customer to inspect their account, review usage, and open their workspace in customer view.

CustomerOwnerTeamStatusLast login
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Company Management

Lifecycle controls for every company account: create, suspend, archive, transfer ownership, and review subscription and usage. Lifecycle changes write to the account record and the platform audit log.

CompanyOwner emailSubscriptionLifecycleCreatedActions
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Template Management

Platform-level templates that every Service company can draw from. Stored in cc_service_templates. Starts empty — create the first of each kind below.

Job
Proposal
Invoice
Safety
Inspection

User Management

Who has access, and at what level, across the Service platform.

Company owners
Invitations
Managers & employees
Platform permissions
OwnerEmailCompanyTierLast login
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Platform Configuration

Global settings for ClarityCommand Service. Stored in cc_service_config/platform. Changes are audited.

Feature flags
Subscription plans
Billing
Email & notifications
Global settings
Feature flags

Audit

Every administrator action and customer-side event, reconciled across the platform.

Platform audit log
Customer audit log
Administrator actions
Login history

Security

Administrators, authentication, and role assignments for the Service platform.

Platform administrators
Your authentication
Role assignments
Stored in cc_service_config/roles
Five products. One governance engine.

Products

Each product is its own administration space — configuration, templates, customers, analytics, permissions. They look different on the surface and obey the same governance underneath. Pick one to administer everything about it.

The shared governance engine — every product obeys it
IdentityPermissionsLifecycleReasonsAuditOwnership
Two customer types, not one.

Families

A family is a different customer than an organization. It has a Griot instead of an account owner, members instead of seats, inheritance instead of churn, and an estate lifecycle a company never has. ClarityCommand manages both — side by side, with different governance.

🌳 Families

Multi-tenant Legacy Room communities. Each is owned by a Griot who governs its own members and permissions — the platform never decides what a cousin or executor may see.

Lifecycle: Griot ownership · members, not seats · estate events · inheritance & succession

🏢 Organizations

Churches, schools, businesses, assisted-living facilities. Seat-based and billing-driven, with employees and operational records.

Lifecycle: account owner · seats & billing · employees · renewal & churn

Who can do what?

Roles & Permissions

Determine who can enter each product, what they can see, and what they can do. Navigation says where you can go; Access says what you're allowed to enter. (ADR-008)

ProductSectionsActions
No tenant selected
Who's joining, and what will they get?

Invitations Forthcoming

An invitation creates one identity (ADR-006) with an empty access profile you grant from Roles & Permissions. Arrives with the identity build.

Invite a person
Email an invite that provisions one identity, no second login.
Pre-assign a role
Choose Family Member, Steward, or Executor before they arrive.
Pending & expiry
Track who hasn't accepted; expire or resend.
Who runs the platform?

Operators

The staff who administer ClarityCommand HQ — not customers. Each operator has a role and a product scope; granting authority is governed, reason-required, and audited. Granting Platform Owner is high-risk. (Slice 2)

Writes go through the governed operator-admin-action endpoint — admins/{uid} is server-only. The hard pin still gates who can sign in.
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Can we prove what happened?

Reasons & Lifecycle

Every governed action follows one lifecycle and writes one audit shape. No feature invents its own behavior — that's what makes the platform provable.

permissionvalidationconfirmationexecutionauditrefreshundo
Required reasons
Every mutation requires an administrator reason, enforced on the server — never the client UI alone. The reason lands in the audit entry.
Idempotency
Each action carries a requestId. A retry returns the prior result and never repeats the mutation.
Lifecycle
Suspend ↔ Restore, Archive ↔ Unarchive — reversible, with before/after captured in the audit.
Ownership transfers
Transfer is recorded as intent and has a formal recovery path — the guarded reverse-transfer endpoint.
Is the authorization system healthy?

Operator Governance

Live health of who runs the platform: composition, the cutover state, failed authorizations, and recent governance activity. Read-only.

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How is the platform performing?

Analytics Forthcoming

One place for the numbers, instead of dashboards scattered across products.

Revenue
Subscriptions, plans, and comp grants across every product.
Adoption
Who's active, who's lapsing, by product.
Course completion
Learning Hall progress across the six courses.
Family growth
Members, records, and rooms added over time.
Product usage
Credit, Service, and Care activity at a glance.
What runs on its own?

Workflows Forthcoming

What the platform should do without you having to ask.

Scheduled jobs
Trial expiry, renewals, digest sends.
Email templates
Welcome, invitation, and lifecycle notices.
Notifications
Alert an operator when something needs attention.
AI agents
Drafting and triage that respects the same governance.
Workflows
Chains of governed actions with approval gates.