Internal workspace: start the day

The internal workspace manages operations; merchant eligibility and funding remain separate.

Open the workspace

Instructions reviewed

Current workspace availability, quotes and permissions apply. The review date is not a live provider status. Reading help makes no checks or payments.

Before you start

  • Have authorized internal access and complete MFA. Merchant passwords do not grant internal access.

Follow these steps

  1. Open Company overview and inspect owner actions, blockers and update time, not only totals.

    You should see: Owner decisions, team work and external waits are distinguishable.

  2. In Tasks and Agents inspect owner, latest output, next action/time, then verify evidence in the product or supplier page.

    You should see: Idle, queued, blocked, awaiting approval and done remain distinct.

  3. For approvals, read the final item in Approvals before deciding. Refreshing status is not approval.

    You should see: Decision and actual execution can be tracked separately.

Completion check

You know the priority task, owner and next action, not merely that an agent is online.

If you get stuck

  • Stale status: inspect timestamps and blockers; retain the task ID instead of restarting external actions.

Next steps and related guides

Unclear step? Report its location

Include the guide, step, visible message and expected outcome. Redact screenshots. Do not include codes, keys, identity documents, full accounts or customer records.

open@gridzen.ai