Platform owner portal

Separate trust boundary from customer organisation workspaces (/app/). Manage fictional customer setup previews only — not day-to-day care records.

Platform portal authentication is not implemented yet.

Structured guard only — no header redirect in DEV-BUILD-4.

Preview only. No portal login POST, no admin session from a form, no database queries, no customer workspace access, and no billing or email integrations.

Customer setup workflow (read-only preview)

Per-organisation setup panels, go-live checklist, and queue — fictional data only. No customer records written.

Customer management safety (read-only)

No live customers on this host
No database writes from the portal
No billing or payment processing
No invite emails sent
No workspace activation or live tenants
No customer data access from portal screens
No app impersonation or login-as-customer paths

Portal is separate from /app/ customer workspace guard and uses fictional sample data only.

Oakview Care

oakview-care

setup_in_progress

Setup stageModule selection

Lead / sourceSales handoff (fictional) — inbound register shell reference

Modules requestedSupport Plans, Incidents, MAR / Medicines, Learning Hub

Modules enabled previewSupport Plans, Incidents, MAR / Medicines, Learning Hub (enabled preview labels)

Branding checkSample attention — colour chosen, logo placeholder only

Invite preview1 draft role planned — Future invite queue

Demo reviewNot started on this host (sample)

Billing placeholderNot started (preview) — no payment processing

Go-live gateNot active — watch branding and module matrix

Workspace preview/app/dashboard.php (sample tenant preview only)

Owner next actionPreview module access matrix and branding panel (read-only)

Organisation profile

Display nameOakview Care

Slugoakview-care

Services (sample)2 fictional services

ContactSam Taylor (fictional)

Module selection

RequestedSupport Plans, Incidents, MAR / Medicines, Learning Hub

Enabled previewFour modules with enabled preview labels

BundleCare Operations Bundle (sample suggestion)

Branding

Brand colour#2dd4bf (sample)

LogoPlaceholder block — no upload on this host

Workspace labelOakview Care workspace

Users and invites

Invited (sample count)0 live users

Pending invite preview1 draft in Future invite queue

Roles plannedOrganisation owner (sample label)

EmailNo email sent on this host

Demo review

StatusPending — use /demo/ separately

NoteDemo session does not provision this organisation

Billing placeholder

PlanStarter (sample label only)

SubscriptionNot active — read-only sample

Go-live gate

GateNot active

ReadinessWatch — branding pending

Workspace preview

URL preview/app/dashboard.php (sample tenant preview only)

TenantNot created — same codebase, future slug routing

Customer branding preview

Oakview Care

Logo placeholder (read-only)

Workspace label: Oakview Care workspace

Colour sample: #2dd4bf (read-only)

Invite preview

Invited (sample) 0

Pending preview 1 draft

Roles planned Organisation owner (sample)

Invite preview — Future invite queue. No email sent on this host.

Go-live readiness preview

Organisation profile preparedsample done
Modules selectedsample attention
Branding checkedsample attention
Users preparedsample pending
Demo reviewedsample pending
Billing placeholder reviewedsample pending
Portal guard requiredsample done
Live DB requirednot active
Go-live approval (future step)not active

Read-only sample — not created on this host.

View customer preview →Preview module access →

Bluebell Support

bluebell-support

lead

Setup stageLead received

Lead / sourcePublic register shell (fictional) — not persisted

Modules requestedSupport Plans, Workforce (proposed)

Modules enabled previewSupport Plans proposed; Workforce proposed; Learning Hub free tool label

Branding checkSample pending — defaults only

Invite preview0 invites — invite system not active

Demo reviewNot scheduled (sample)

Billing placeholderPre-contract placeholder — no charges

Go-live gateNot active — setup queue only

Workspace previewFuture: /workspace/bluebell-support/ (not routed)

Owner next actionReview setup request queue and proposed entitlements (read-only)

Organisation profile

Display nameBluebell Support

Slugbluebell-support

Services (sample)1 fictional service

ContactPriya Shah (fictional)

Module selection

RequestedSupport Plans, Workforce

Enabled previewProposed labels only — not live access

BundleFree tools only + proposed add-ons

Branding

Brand colour#60a5fa (sample)

LogoPlaceholder — coming later

Workspace labelBluebell Support workspace

Users and invites

Invited (sample count)0

Pending invite preview0

Roles plannedManager, staff (future labels)

EmailNo email sent on this host

Demo review

StatusNot scheduled

NoteLead stage — demo optional later

Billing placeholder

Plan— (sample)

SubscriptionNot active

Go-live gate

GateNot active

ReadinessNot ready — setup queue

Workspace preview

URL previewFuture: /workspace/bluebell-support/ (not routed)

TenantNo live tenant on this host

Customer branding preview

Bluebell Support

Logo placeholder (read-only)

Workspace label: Bluebell Support workspace

Colour sample: #60a5fa (read-only)

Invite preview

Invited (sample) 0

Pending preview 0

Roles planned Manager, staff (sample labels)

Invite preview — invite system not active. No email sent on this host.

Go-live readiness preview

Organisation profile preparedsample pending
Modules selectedsample pending
Branding checkedsample pending
Users preparednot active
Demo reviewednot active
Billing placeholder reviewednot active
Portal guard requiredsample done
Live DB requirednot active
Go-live approval (future step)not active

Read-only sample — not created on this host.

View customer preview →Preview module access →

Rose House Supported Living

rose-house

demo_review

Setup stageDemo reviewed

Lead / sourceOwner walkthrough sample (fictional)

Modules requestedAll seven modules (preview bundle)

Modules enabled previewFull seven-module enabled preview bundle

Branding checkSample done — colours and labels reviewed

Invite preview2 sample user labels — no accounts created

Demo reviewSample done — /demo/ journey separate from portal

Billing placeholderTrial placeholder (preview) — not billed

Go-live gateAttention — gate not active on preview host

Workspace preview/demo/enter.php → /app/ (demo session only)

Owner next actionReview go-live checklist and entitlement matrix (read-only)

Organisation profile

Display nameRose House Supported Living

Slugrose-house

Services (sample)3 fictional services

ContactLee Harper (fictional)

Module selection

RequestedAll seven modules

Enabled previewFull Platform Preview labels

BundleFull Platform Preview (sample suggestion)

Branding

Brand colour#f472b6 (sample)

LogoPlaceholder reviewed (read-only)

Workspace labelRose House workspace

Users and invites

Invited (sample count)2 (sample labels only)

Pending invite preview0 live pending

Roles plannedOwner, service manager (sample)

EmailNo email sent on this host

Demo review

StatusSample done — demo path only

NoteDoes not activate a live organisation

Billing placeholder

PlanTrial (sample label)

SubscriptionIllustrative only — not active

Go-live gate

GateNot active

ReadinessAttention — go-live gate not active

Workspace preview

URL preview/demo/enter.php → /app/ (demo session only)

TenantWalkthrough sample — not a live tenant

Customer branding preview

Rose House Supported Living

Logo placeholder (read-only)

Workspace label: Rose House workspace

Colour sample: #f472b6 (read-only)

Invite preview

Invited (sample) 2 (sample labels)

Pending preview 0 live

Roles planned Owner, service manager (sample)

Invite preview — sample labels only. No email sent on this host.

Go-live readiness preview

Organisation profile preparedsample done
Modules selectedsample done
Branding checkedsample done
Users preparedsample attention
Demo reviewedsample done
Billing placeholder reviewedsample attention
Portal guard requiredsample done
Live DB requirednot active
Go-live approval (future step)not active

Read-only sample — not created on this host.

View customer preview →Preview module access →

Inbound setup queue (sample)

Bluebell Support
Priya Shah (fictional) · bluebell.preview@example.test
Support Plans, Workforce · 2 days ago (sample)
Medium
From public register shell — not persisted.
Meadow Lane Services (fictional)
Alex Quinn (fictional) · meadow.preview@example.test
Governance, Reports · 5 days ago (sample)
Low
Sales handoff placeholder row.

Customer setup journey (preview)

Not active — no customer created, no email sent, no billing started.

Lead receivedPublic register or sales intake — sample only
Organisation profile preparedSlug and branding fields reviewed — not saved
Modules selectedEntitlement matrix preview — read-only
Branding checkedColours and workspace label — preview only
Users invitedNo email sent on this host
Demo reviewedCCS /app demo journey separate from portal
Go-live gateNot active — no workspace live transition
Workspace liveFuture state — no customer created here

Customer workspace URLs (preview explanation)

Customers do not need separate cPanel subdomains by default. Future customer workspaces should use organisation slugs and tenant-scoped settings on the same codebase rather than separate copied sites.

Illustrative slug oakview-care
Future path pattern /workspace/{slug}/ (not routed on preview host)
Current preview /app/ with demo or customer session (separate from portal)
Tenant model Same codebase — organisation settings scoped after auth (future)

Future customer workspaces should use organisation slugs and tenant-scoped settings rather than separate copied sites. This preview does not create routes, subdomains, or live tenants. Branding can be stored per organisation later — no routing or .htaccess changes in this pack.