Invite an admin — who they work for

The back-office invite dialog can name the outside company that runs a customer's account (admin handoff, part 8).

7 Oct 2026 · branch p00-replace-invite-party · captured against propflow-stage · at e3cbfb5726c

Captures and how they were made

Data note. Every name and balance below comes from propflow-stage, which is anonymized by construction (ADR-0097/0110 — phones in the impossible +1000 NPA, emails @example.test). The identical capture against prod would carry real tenants' names and balances and is not safe to attach anywhere, which is why the generator refuses to run against one.

1 · A customer nobody else runs: the dialog is unchanged

Almost every customer has no outside company running its account, and for them the dialog is exactly what it was: full name, email, and the line about the rest of the team. No "Works for" field appears, and the invite sends no outside company.

Asserted in the captured DOM — Invite an admin · Full name · Email · They'll add the rest of their team in Settings. · Send invite

A customer nobody else runs: the dialog is unchanged

How these two were captured. No company on stage has an arrangement to run another one's account, and creating one is a write this lane does not make. So these two screenshots come from the same dev server and the same signed-in staff view, with one change made in the browser only: the roster read's response had one made-up outside company (Harbor Management Co) added to its list, and sending the invite was blocked. Nothing was written. The capture tool did not assert these two; the same behaviour is asserted in CustomerDetailClient.accessCard.test.tsx (options in order, by name, default sends no company, a pick sends that company and shows this line).

2 · A company another company runs: "Works for" appears, defaulting to the customer

When an outside company runs this account right now, the dialog adds one field. It starts on the customer itself, so leaving it alone invites the customer's own admin exactly as before. The other choices are the outside companies, by name.

Works for, defaulting to the customer

3 · Picking the outside company

Picking it adds one line under the field: their access ends when that company stops running this account. That is the whole point of the choice, so it is the one thing said. If the email has no login at that company yet, the server refuses in plain words and the dialog shows that message.

Works for set to the outside company
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