SupportMesh

Documentation

Setup, support workflows, delivery operations, and developer integration references for the features SupportMesh currently ships.

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SupportMesh Docs

Workspace Setup and Roles

Learn where workspace configuration lives, what can be customized today, and how to think about roles without over-promising exact role restrictions.

Workspace settings overview

Workspace settings live in the authenticated admin area. Current settings include workspace profile details, ticket prefix and defaults, SLA settings, branding fields, and Email Intake configuration.

  • Workspace name
  • Support contact email when configured
  • Default timezone and locale
  • Ticket prefix and ticket defaults
  • Branding fields such as logo path, primary color, and portal title
  • Inbound email route and triage defaults

Workspace slug and URL

The workspace slug is selected during creation and becomes part of the workspace URL. This guide only covers the workspace URL behavior that is implemented in the current product.

Branding and plan-aware settings

Branding controls are available in the settings UI, but the product already warns that some branding customizations depend on the active plan. When a setting is plan-gated, SupportMesh keeps the default product branding in place.

Roles and access

SupportMesh currently uses these workspace and client roles: Tenant Owner, Tenant Administrator, Support Manager, Support Agent, Tenant Viewer, Client Manager, and Client User.

RoleHigh-level guidance
Tenant OwnerOwns workspace-level administration and can manage operational configuration.
Tenant AdministratorManages workspace operations without transferring ownership.
Support ManagerLeads operational support workflows, ticket handling, and related support records.
Support AgentWorks assigned support items and ticket workflows.
Tenant ViewerHas limited read-focused workspace access.
Client ManagerUses the client portal in the context of a client organization.
Client UserUses the client portal without internal workspace administration rights.

Permission wording

The product enforces permission checks in the database and server actions. When a task depends on a capability such as managing clients, support items, API keys, or webhooks, treat it as available only to roles that hold the required permission in your workspace.