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Console is the organization administration surface, separate from the Deals workspace. It requires the admin module permission (see Roles & Permissions) and only ever operates on the current tenant.

What you can manage

Every one of these maps directly to an endpoint under /tenant-admin — see Tenant Administration API if you’re scripting a setup instead of clicking through the console.

Member offboarding and ownership transfer

Offboarding a member and transferring tenant ownership are treated as sensitive, auditable actions rather than a simple status flip:
  • GET /tenant-admin/members/:id/handover-preview shows what would be affected (assigned contracts, owned views, etc.) before you commit.
  • POST /tenant-admin/members/:id/offboard performs the offboarding.
  • POST /tenant-admin/owner-transfer moves tenant ownership to another member.

Notification channels

Channels configured here are what Collections reminders and other tenant notifications are delivered through. Test a channel immediately after configuring it (POST /tenant-admin/notification-channels/:id/test) rather than waiting for the next scheduled reminder run to find out it’s misconfigured.