WRKZY owner guide

What makes the Owner role different

A workspace has one Owner role with full workspace control. The Owner can manage the highest-impact membership decisions and transfer ownership to another eligible active member. Ownership is a governance responsibility, not a badge for the most frequent user.

The Owner should approve why the workspace exists and who may administer it. Administrators should run repeatable configuration. Members should execute customer work. This separation keeps the Owner available for decisions that truly require authority.

Your five responsibilities

1. Define the operating promise

Name the first customer outcome, its accountable operational lead, and two or three measures. Examples include assignment coverage, SLA performance, follow-up completion, or quote follow-through. Avoid judging adoption by login counts or the number of configured modules.

2. Govern privileged access

Maintain the smallest practical admin group. Review who can invite members, connect company channels, change workspace defaults, configure automations, or access privacy and billing controls. A job title alone is not a reason for Admin access.

3. Approve durable boundaries

Approve new workspaces, business-channel connections, major data imports, and structural policy changes. Ask whether a saved view or team inbox solves the need before creating another workspace.

4. Review operating risk

Use Dashboard → My Work, Team, Revenue, and Insights as appropriate, then open the source record behind a risk signal. Look for unassigned work, overdue SLA, missing follow-ups, stalled commercial work, channel health, and weak CRM coverage. The Owner does not need to resolve every item, but should ensure an accountable leader does.

5. Protect continuity

Keep a current administrator, document company-owned provider access, and prepare an ownership transfer before the current Owner leaves or changes responsibility. Never allow the only ownership path to depend on a personal mailbox or undocumented provider account.

Weekly owner review

1. Open the intended workspace dashboard and select the view matching the operating review.
2. Read the command brief and attention signals; open representative underlying records.
3. Ask why any active conversation, deal, quote, campaign recovery, or automation exception lacks an owner.
4. Review team load and operational risk with the administrator or lead.
5. Decide whether the issue is a one-off case, a configuration defect, or an unclear policy.
6. Record the decision, owner, and due date in the system where the work is executed.

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Quarterly access and continuity review

• Confirm the Owner is still the correct accountable person.
• Review active, invited, and disabled members.
• Remove stale invitations and disable access that no longer has a business purpose.
• Confirm every Admin has a current administration responsibility.
• Verify company ownership of connected WhatsApp and email accounts.
• Review session and audit evidence for unusual privileged changes.
• Confirm billing and entitlement owners know the current operational needs.
• Rehearse the ownership-transfer path before an urgent departure makes it necessary.

Transfer ownership deliberately

In Settings → Workspace, select an active member who can safely own the workspace and choose Transfer ownership. WRKZY requires explicit confirmation; after transfer, the previous Owner becomes an Admin. Before confirming:

1. verify the target person's identity and active status;
2. confirm they understand billing, access, privacy, and provider responsibilities;
3. schedule the handoff and document open risks; and
4. verify both people can sign in afterward with the expected roles.

Do not use transfer as a temporary workaround for an unavailable control.

Escalation boundaries

An Owner should become directly involved when a privacy or security boundary may have been crossed, business channels are at risk of unauthorized control, repeated delivery could create customer harm, billing continuity is threatened, or no safe administrator remains. Preserve evidence before making broad corrective changes.

Measurable owner success

The Owner is succeeding when privileged access is explainable, no critical workflow depends on one undocumented person, operational risks have named owners, and product configuration maps to a measurable customer outcome.