Owning your install
One database, one sign-in, one deployment, all yours, with no shared infrastructure between you and anybody else. The product wears your name and your mark, with the modules you do not need switched off. And the way out is a button on the settings page, because a claim about ownership that cannot be tested is a slogan.
One codebase, your name on it
The same product runs under a different name, mark, assistant and module set on every deployment. An install is not a theme on a shared system. It is the whole system, wearing your brand, with the parts you do not need switched off.
The studio itself
Canopy
- Assistant
- Dave
- Modules on
- Everything
- Sign-in
Productiondoor answeringA landscape supply yard
Yard Office
- Assistant
- Sandy
- Modules on
- HomeQuote requestsSignalsConversationsSettings
- Sign-in
- MicrosoftEmail link
Productiondoor answeringA roofing contractor
Canopy Construction
- Assistant
- Ridge
- Modules on
- HomeJobsCRMInboxMoneySettings
- Sign-in
- GoogleEmail link
Productiondoor answering
Three invented businesses. The white-label layer is real and running; which client runs which edition is theirs to say, not mine.
Who can do what
Four tiers, assigned per person and revocable at any moment. A disabled account cannot sign in at all.
Full control
Everything, including who else gets in, the API tokens, and the webhooks.
Runs the business
Every record and every configuration surface, short of handing out access.
Works the records
Their own and unassigned records, enforced on reads and on edits. Configuration is closed.
Read only
Can browse everywhere. No control that changes anything will accept them.
What you actually receive
A source license is only real if you can run the system without me. So the engagement hands over everything needed to do exactly that.
- The full source of your install
- The manual, an operator guide and an administrator runbook
- Build and deploy instructions
- Every third-party service, and how to point each at your own account
- The database schema, as numbered migration files
- Every background job, what it does, and when it runs
- Provider keys that are yours to control, not mine
The manual
25 sections, in two halves: the guide for whoever works in it, and the runbook for whoever runs it.
One install, one tenant
Canopy is not multi-tenant software. Your install is one database, one sign-in, one deployment, all yours, with no shared infrastructure between you and anyone else. There is no central account of mine your data passes through. That is why the ownership claim is honest: there is literally nothing to leak across customers, because there are no other customers in your install.
Leaving is a button
Every entity exports to CSV, and the whole database exports at once. The test ownership has to pass is that you can fire me and keep operating tomorrow morning, so the way out is a control on the settings page, not a support ticket.
It talks to whatever you already run
Bearer tokens for the API and signed outbound webhooks, so another system can react to what happens in here. Revoke a token the moment it is no longer needed.