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Platform staff

Personas

Support many institutions without mixing their work

Platform packs are for Track Clean staff. They may see a global strip and tenant tools. Campus operators should not need this for day-to-day work.

Feature map​

FeaturePurpose
TenantsCreate or inspect institutions during sales and handover
DocsEdit this public handbook when docs:manage is granted
Campus OpsJump into a tenant’s Operations only when supporting that school

Support flow​

  1. Confirm you are on the correct institution before changing anything.
  2. Prefer training the campus lead over doing weekly triage yourself.
  3. Keep hosting secrets and private runbooks out of this public handbook.
  4. Update operator MDX when product flows change, then verify CTAs still open the right screens.
Try this: Write down who holds platform access versus campus operations access. Review that list every semester.