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Enterprise Implementation FAQ

Honest answers to common enterprise and partner questions before you commit to a rollout.

#At a glance

DetailValue
AudienceEnterprise buyers, agencies, partners
Estimated time10 min read
Portal areas usedAll modules
AI usedAI assists where configured; humans approve

#Purpose

Set accurate expectations about identity, tenancy, migration, roles, AI, and integrations.

#Business outcome

You can plan an implementation with a correct understanding of what the platform provides.

#Implementation checklist

1

Does it support SSO/SAML? — Not today. Sign-in is email and password with per-user two-factor authentication; access is protected by per-organization row-level isolation.

2

Is there a multi-org enterprise console? — Each customer is a single organization with its own isolated data; there is no customer-facing multi-organization admin console.

3

Can we bulk-import everything? — Only leads can be imported (CSV, or Apollo where used). Clients, projects, and files are created or uploaded manually.

4

Can we create custom roles? — No. Roles are a fixed set; assign the closest-fitting role.

5

Does AI act on its own? — No. AI drafts and recommends; a person approves before anything happens, and AI never self-approves.

6

Can we export our data? — Yes, an organization data export is available; database backups are managed by the platform.

7

Which integrations are available? — WordPress, Stripe (one-time licensing), and email via Resend today; analytics/search-console and others are Planned or Coming Soon.

#Dependencies

  • None

#Risks

Watch for these

  • Assuming enterprise identity features (SSO/SCIM) exist
  • Expecting bulk import for all objects

#Success criteria

Done looks like

  • You understand identity, tenancy, and migration limits
  • You know AI is human-approved
  • You know which integrations are real today

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