Create Workspace
Set up a new client workspace code.
Create client workspaces, add users, and assign Keystone OS permission levels.
Monitor onboarding, payment readiness and subscription health.
| Client | Contact | Package | Status | Trial / billing | Card / payment | Add-ons | Action |
|---|
Set up a new client workspace code.
Create or attach a user to a client workspace.
Choose a workspace to manage user permissions.
Change role or remove access.
| User | Name | User ID | Role | Modules | Actions |
|---|
Turn subscribed modules on or off for the selected client workspace.
Set how inspections behave for the selected client workspace.
Draft and track workspace messages before they are sent to a client.
Force users to sign out for maintenance, security, or website updates.
Archive inactive clients or permanently delete a client workspace.
Archive keeps the workspace data but marks the client as inactive. Delete removes the workspace record, users' workspace access, database documents and stored project/compliance files.