Settings

Workspace setup and control.

Team & access

Members, permissions, and audit review.

Approval required
StatusApproval required
Sections4
Configured0
Authority2

Login and access

Read-only sign-in, workspace access, and permission posture.

Read-only

Sign-in provider

Sign-in status is not available for this workspace.

Sign-in required

Workspace access

Sign in to Order3.

Workspace access unavailable

Membership source

Order3 membership and domain roles are checked before protected actions run.

Order3 membership policy

Order3 permissions

Inventory, purchasing, approval, agent, and payment actions stay governed by Order3 roles and policies.

Rails-owned policy

Users and access

Who can access the workspace.

Needs setup

Used to match the teammate when they sign in with WorkOS.

Shown until WorkOS profile data is linked.

Order3 role for workspace actions.

No workspace members

Add a teammate or complete first owner setup to manage access.

Actions
Membership changes are workspace-scoped, idempotent, and recorded in the audit trail.
Sign in to Order3.

Roles and policies

Roles, permissions, and approval rules.

Approval required

Rails policies decide Order3 actions after identity is known.

Scope controls where the role can act, not who belongs to the workspace.

Permission families
Save
Unavailable until role and permission storage is connected.

Audit controls

Audit trail, retention, and risky-change review.

Approval required

Settings change recorded

Cameron PriestWorkspace preferences updated
Recorded

Role policy reviewed

Ops ManagerPayment authority change
Approval required

API token requested

Warehouse AgentOutbound automation scope
Blocked

Retention applies to settings events and exported audit views.

Actions
Audit actions are unavailable until review contracts are connected.