Foundation

Client registry, departments, and tool permissions.

Define client spaces, sub-clients, and department access. Each node can be assigned toolkits and permissions.

Client registry

Select a client to manage departments, sub-clients, and tool access.

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Selected node

Assign toolkits and permissions for this client or department.

Name

Type

Permissions (comma-separated)

Tool access

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No selection.

Client landing tiles

Preview the tool tiles visible to the selected client or department.

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Permissions not loaded.

Role templates

Starter permission sets tied to toolkits for rapid onboarding.

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Role name

Permissions (comma-separated)

Tool access

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Role landing tiles

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No role selected.

Demo controls

Toggle which modules appear on the PBNA demo landing.

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Demo access uses local storage for this browser.

Add client / department

Create new clients, sub-clients, or departments for tool assignment.

Type

Parent (for sub-client/department)

Name

Ready.

Hierarchy view

Visual check of client → sub-client → department relationships.

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