role overview

Welcome, Customer

Public surfaces a tenant exposes to their own end-users.

Top 5 things to do

  1. 1.

    Take a survey

    5 min

    Answer questions.

    Public · surveys + QR

  2. 2.

    Take a quiz

    5 min

    Scored survey.

    Public · surveys + QR

  3. 3.

    Scan a QR code

    1 min

    Land on a CTA.

    Public · surveys + QR

  4. 4.

    Watch a lesson

    10 min

    Course content.

    Public · courses

  5. 5.

    Verify a credential

    1 min

    Confirm authenticity.

    Public · credentials

What you cannot do as Customer

These areas are limited for this role. Restricted = you can view but not change. Hidden = the route returns 403 or hides from the sidebar. See the full grid at /help/matrix.

  • Home & dashboard · hidden
  • Chat · hidden
  • Inbox · hidden
  • Leads & CRM · hidden
  • Tasks · hidden
  • Missions · hidden
  • Sites · hidden
  • Commerce · hidden
  • Calendar · hidden
  • Reports · hidden
  • Sales & CRM · hidden
  • Healthcare · hidden
  • Commerce (advanced) · hidden
  • Marketing · hidden
  • Content & SEO · hidden
  • Memberships · hidden
  • Reputation · hidden
  • Automation & AI · hidden
  • Reports & analytics · hidden
  • Brand & trust · hidden
  • Customer-service tools · hidden
  • Build & apps · hidden
  • Agency · hidden
  • Marketplace · hidden
  • Team · hidden
  • Settings · general · hidden
  • Settings · billing + BYOK · hidden
  • Settings · security · hidden
  • Settings · snapshots · hidden
  • Founder admin · hidden

About this role

The role overview is being seeded. In the meantime, browse the feature guides and workflows for this role, or search for what you need.