# Customer Workspace guide

The authenticated Customer Workspace is at [/app/](https://projectflow-o4zv.hatchable.site/app/). Navigation groups its modules by use. Company tenants apply their own name, HTTPS logo, and theme color. Personal email accounts get an isolated personal workspace; a Gmail address never joins a shared Gmail-wide workspace.

## Modules

- **Overview:** project counts, status, revenue/margin summaries, attention indicators, and search.
- **Projects and Workspaces:** customer project records and project organization.
- **My Work, Calendar, Timeline:** assigned actions, dates, and milestone progress.
- **Team and Spaces:** membership and project collaboration, subject to the account plan.
- **Documents and Quotes/SOWs:** structured customer documents, review, controlled sharing, and PDF output.
- **Reports and Analytics:** project and portfolio views.
- **Operations:** workflows, automations where included by plan, integrations, governance, and status.
- **Customer Workspace:** the standard signed-in work surface, scoped to the signed-in user's company tenant or private personal tenant.
- **Company Admin:** separate role-gated page for company member invitations and role management. Global Admin assigns Company Admin access; signup cannot grant it.
- **Client Portal:** external token-based project view for explicitly shared projects. It is not a normal customer navigation page; open it only from a secure link shared by a project team.

## Plan access

- **Free:** core work features, up to 2 active projects, 1 workspace, and 1 project team member.
- **Silver:** Free features plus project chat, up to 5 active projects and 4 team members per project.
- **Gold:** Silver features plus Spaces, advanced analytics, and automations, up to 10 projects, 3 workspaces, and 5 team members per project.
- **Platinum:** Gold features plus unlimited project/workspace/team limits and recognition badges.
- **Free trial / Free:** Free features only.
- Signup form selections cannot grant premium access. Billing checkout is not connected yet; Global Admin assigns Silver, Gold, or Platinum after an approved upgrade.

## Typical delivery workflow

1. Create a workspace and project.
2. Record customer, owner, scope, requirements, assumptions, constraints, and commercial values.
3. Plan milestones, tasks, dates, acceptance, risks, and changes.
4. Assign the delivery team and grant appropriate project access.
5. Collaborate in the project Space.
6. Draft and review customer documents.
7. Share an approved document or client portal link when appropriate.
8. Track progress and review project and portfolio reports.

## Demo

Use [/customer-demo/](https://projectflow-o4zv.hatchable.site/customer-demo/) for a no-login fictional preview. For the real customer UI with working features, choose “Create my live demo workspace”; sign in with an email verification code and Pactuno will add fictional sample projects to your own customer account. Your account receives no Global Admin access, and the ordinary customer workspace remains unchanged.