PKPEEK Docs
Docs/Customers & tenants

Customer Setup screen reference

All Group 1 screens at a glance.

/peek/customers/tenant-a/1-6
Live walkthrough · Customer Setup screen reference
/peek/customers/tenant-a/1-6
ScreenTitlePrimary actionCapability
1.1Department & Agency SelectionSave organization scopeorganization.read, customer.draft
1.1AOrganization Source UnavailableRetry or save draftorganization.read, customer.draft
1.2Organization & Office ReviewConfirm reviewed mappingcustomer.draft
1.3Customer Scope & AdministratorsPrepare customer recordcustomer.draft
1.3ADepartment-wide Customer ScopeReview department scopecustomer.draft
1.4Modules & SubscriptionsStage entitlement changeentitlement.manage
1.5Activation ReadinessActivate approved tenantcustomer.activate
1.5ACustomer Activation CompleteOpen customer governance recordcustomer.read
1.6Customer DirectoryOpen customercustomer.read
1.7Organization Changes & ImpactStage reviewed mapping changeorganization.change
1.8Agency Identity & Sign-inValidate and publish identity configurationidentity.configure
1.9Initial Agency Administrator HandoffComplete verified handoffinitial_admin.verify
1.10Module Capabilities & DependenciesPublish reviewed capability manifestcatalog.publish
1.11Module Change & Continuity ReviewReview planned change and continuityentitlement.manage, change.review

Related guides

All PEEK screens

Every PEEK Administration Center screen by group, with its primary action and required capability.

Activation readiness and completion

Screens 1.5 and 1.5A — evaluate readiness blockers for the purchased configuration, activate the tenant and read the activation receipt.