Core Concepts
Entity Hierarchy
Workspace types
| Type | Description |
|---|---|
| UserWorkspace | Personal workspace — every user gets one automatically |
| OrgWorkspace | Organization workspace — created when an org is created; an org can have multiple |
Users switch between workspaces using the workspace switcher. The URL prefix indicates the type:
/p/$workspaceSlug/...— personal workspace/o/$orgSlug/...— organization workspace
Roles
Team / org roles (assigned per team)
| Role | Description |
|---|---|
| SUPERADMIN | Platform-level admin |
| OWNER | Full org control, billing |
| ADMIN | User management, template configuration |
| MANAGER | Application management, document review |
| MEMBER | Process applications |
| CLIENT | Client user — sees only their own data and EXTERNAL comments |
Permissions cascade: a user with a role on an org workspace has that role across all its teams.
Per-application roles (assigned per applicant)
| Role | Description |
|---|---|
| VIEWER | Read-only access to the application |
| COMMENTER | Can add comments |
| EDITOR | Can edit application details |
Key entity relationships
| Entity | Belongs to | Notes |
|---|---|---|
| OrgWorkspace | Organization | 1 org → many workspaces |
| OrgPublicProfile | OrgWorkspace | Always 1-to-1; created automatically |
| Team | Workspace | A workspace has many teams |
| Member | Team + User | A user joins a team; gets a role |
| Application | Workspace (team-scoped) | Created from a template |
| Applicant | Application | Up to 5 per application (PRIMARY → FIFTH) |
| PublicUserProfile | User | A user can have multiple profiles; shared with orgs |
| ApplicationStatus | ApplicationTemplate | Template-scoped custom statuses |
| DocumentDefinition | Workspace | Workspace-scoped; reused across templates |
| ApplicationDocument | Application | Actual file upload; belongs to a document slot |
Comments — internal vs external
This is a fundamental business rule:
- INTERNAL comments are visible only to org staff (OWNER, ADMIN, MANAGER, MEMBER)
- EXTERNAL comments are visible to staff and clients
Clients never see internal comments. When adding a comment, staff must choose visibility explicitly.
See Comments & Messaging for full details.