Build a client-plan feature matrix
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Map each promised feature to actual subaccount access, a responsible user and a verification step.
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Features, people, dependencies and a careful first handoff.
Features, people, dependencies and a careful first handoff.
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Map each promised feature to actual subaccount access, a responsible user and a verification step.
Check what the subaccount includes before changing what an individual user may do.
Record the owners of the workspace, billing relationship and connected assets separately; one administrator label does not answer every ownership question.
Verify identity, plan, usable access and service responsibilities before calling a newly created account ready.
Treat a plan change as a coordinated transition with separate billing, feature and client-communication evidence.
Reuse configuration ideas carefully, but verify client-specific identity, permissions, connections and promises rather than assuming a template supplies them.
Confirm the workspace, agreed plan and two levels of access before changing billing, creating another user or granting broad permissions.
Treat an uncertain creation or payment outcome as potentially completed until existing records have been checked.
Tell clients where to ask, what the agency handles and when an issue must go to another provider or a separate service decision.