Owner Area Overview
The Owner area is the control room of your whole Threadline installation. It is everything that sits outside a single customer's workspace: who your customers are, what they pay, which emails go out, and whether the server is healthy.
What it is
You (the person who installed the script) are the Owner. Your customers are called clients. Each client has its own workspace, with its own channels, knowledge base, inbox and team. The Owner area is the one place where you can see and manage all of them.
The problem it solves
If you sell Threadline to other businesses, you need answers to questions like these every day:
- How much money did we make this month?
- Who signed up, and who stopped paying?
- A client says "I cannot connect WhatsApp". Can I see what they see?
- Is the server healthy? Are the background jobs running?
- Can my support person answer tickets without being able to change prices?
The Owner area answers all of these without touching code or the database.
Two faces: Owner Panel and Workspace
At the top of the sidebar, the Owner sees a small dropdown with two choices:
| Choice | What you see |
|---|---|
| Owner Panel (the default) | The platform pages described in this guide: dashboard, clients, billing, settings and system tools. |
| Workspace | Your own workspace, the same screens a subscribed Admin uses (Inbox, Channels, Knowledge base and so on). Nothing is locked by a plan. As the Owner you have full access to everything. |
The Settings page (your name, top right) follows the same split. In the Owner Panel it holds only your own account: profile, security, devices and notifications. In your Workspace it adds that workspace's settings, such as its name, time zone and escalation. Settings for the whole platform, such as AI providers, storage, Google sign-in and email, are never there: they are in the Owner Panel, under Configuration.
The bell works across both. A notification about your own workspace (a customer message, say) shows a small Workspace label while you are in the Owner Panel, and one about the platform (such as a problem with your AI keys) shows Owner Panel while you are in your Workspace. Opening it asks whether to switch, then opens the page it is about.
Use Workspace when you want to run your own business inside Threadline, or to try a feature the way a customer would. Your own workspace is created the first time you switch to it. It has no plan and no limits.
Want to see a customer’s point of view, with their plan and their limits? Do not use Workspace for that. Use Log in as a client instead.
The sidebar, group by group
| Group | Pages | What it is for |
|---|---|---|
| Overview | Dashboard, AI Usage | How the business is doing and what still needs setting up. See Owner Dashboard and AI Usage. |
| Clients & Billing | Clients, Pricing Plans, Subscriptions, Payments, Payment Gateways, Coupons, Tax Rates, Currencies | Who your customers are and how they pay. See Clients and Billing Overview. |
| Content | Site Content, Pages, Support | The public website, your own pages and customer tickets. See Public Pages, Custom Pages and Support Tickets. |
| Configuration | Settings, Site Settings, Integrations, Email | Global options, look and feel, outside services and email wording. See Platform Settings, Site Settings, Integrations and Mail. |
| Access & Audit | Roles, Admin Users, Audit Log | Who on your team can do what, and a record of what they did. See Roles, Staff & Audit Log. |
| System | Cron & Health, Queue, Maintenance | Keeping the server healthy. See Cron & Health, Queue Monitor and Maintenance. |
Finding things fast
- Groups open and close. The group of the page you are on opens by itself. Your choice is remembered next time.
- Search with Ctrl+K (or ⌘+K on a Mac) on any Owner page. Type part of a page name, a client's name or a plan's name and press Enter. You only see results you are allowed to open.
- Red banner at the top. If something important is wrong (mail is not set up, the cron has stopped, no payment gateway is on), a banner tells you and links to the page that fixes it.
- Old links still work. If you bookmarked an older address, it sends you to the new page.
Who sees what
A page only appears in the sidebar if your role allows it. The first person to install Threadline is the Owner with every permission (the built-in Super Admin role). To give a teammate less access, for example only the right to answer support tickets, see Roles, Staff & Audit Log.
Everything you do is recorded
Changes made in the Owner area are written to the Audit Log: who did it, which page, and which fields changed. Passwords and keys are never stored in it.