Admins control who can enter the workspace, which account they use, and what they are expected to review.Documentation Index
Fetch the complete documentation index at: https://docs.theubik.com/llms.txt
Use this file to discover all available pages before exploring further.
User types
| User | Typical responsibility |
|---|---|
| Operator | Reviews daily queue items and approves routine actions. |
| Reviewer | Checks sensitive margin, finance, customer, or system-writeback decisions. |
| Admin | Manages workspace access, integrations, and escalation paths. |
| Founder or lead | Reviews adoption, ROI, and workflow expansion decisions. |
Access checklist
- Confirm the user’s work email.
- Confirm identity provider: Google or Microsoft.
- Add the user to the correct workspace.
- Set expectations for what the user can approve.
- Remove access when a user changes role or leaves the team.