Client experience
Invitations and account creation work from the final URL.
Branding, domains, app order, home experience, and welcome messaging appear correctly.
Each test client sees only the intended apps, files, messages, requests, forms, tasks, resources, and billing information.
Links, downloads, uploads, submissions, and mobile layouts work as expected.
Custom-domain emails arrive from the correct sender and contain the intended branding.
The client’s first action is obvious without additional explanation.
Workflows and internal experience
Automations run in the correct order without creating duplicate or unexpected activity.
Different client types receive the appropriate experience.
Internal users can access the contacts and information they need.