Onboarding

Workspace & roles

Structure access in a way that mirrors your org chart. PantherIQ enforces least-privilege defaults while leaving clear audit trails for every automation run.

Role model

Owners

Manage billing, approve automations, and invite administrators.

Admins

Configure integrations, edit runbooks, and pause or resume automations.

Reviewers

View outcomes, comment on QA notes, and submit escalation requests.

Access policies

  • Use SSO with SCIM provisioning to sync user lifecycle events.
  • Enable environment labels (sandbox, staging, production) to scope integration keys.
  • Grant temporary admin rights for audits or launches, then auto-revoke via policy timers.

Audit trails

Every action—invites, role changes, automation edits, run approvals—is captured with timestamp, actor, and metadata. Export audit logs to your SIEM nightly or stream them via webhook for real-time monitoring.

Org structures

HQ Workspace
├─ Growth BU
│  ├─ SDR pod (reviewer seats)
│  └─ RevOps (admin)
└─ CX BU
   ├─ Support leadership (owner)
   └─ Automation operators (admin)

Map each business unit to a workspace or environment. This keeps data residency and reporting clean while still sharing templates across teams.