Administration

Roles and permissions, workflows that act by themselves, integrations, contracts, reports, and the settings that change how the workspace behaves.

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1 · Who can see what
Permissions are role-first: pick a role, then tweak one person if you must. Every screen and every action is checked on the SERVER, not just hidden.
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The built-in roles
CEO, Manager, Finance, HR, Sales, Support, Member. They cannot be edited — duplicate one to make your own.
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Duplicate to make your own
Start from the closest built-in role, then remove what that job does not need. Fewer permissions is the safer default.
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The People tab
Each person's effective access in words — '8 modules · 3 full' — and a Customized chip when somebody has a personal exception.
2 · Work that happens by itself
A workflow is: when THIS happens, check THAT, then do these things. No code, and it runs whether anybody is logged in or not.
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Start from the ready-made rules
Add starter rules puts sensible ones in — a new lead notifies the managers, an overdue invoice is chased — then edit them.
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Press New workflow
Six events to start from: a lead, a client, a project, a ticket, a paid invoice, a paid order — plus scheduled scans for what did NOT happen.
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Event, conditions, steps
Notify the managers, add a note, create a task, send an email or a WhatsApp message — in order, and every run is logged.
3 · What the workspace talks to
Email, WhatsApp, SMS, payment gateways, shipping, e-invoicing and AI — each a card you fill with your own keys.
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Nothing runs until you key it
Without keys a service is dormant — the app never calls a paid provider behind your back. Enable, paste the keys, test the connection.
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Every connection keeps a log
Enabled, configured, tested, disabled — with who did it. When a supplier says 'we never got the email', this is the answer.
4 · Contracts
The agreement behind the work: its value, its dates, the client and the project — and a renewal that does not creep up on you.
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The contract list
Created from an accepted quotation, so the contract cannot say something the customer never agreed to.
5 · Reports
The cross-module questions: revenue by month, project margins, team workload, sales performance — each exportable to Excel or PDF.
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Every figure traces back
A report is a view over documents, never a separate set of numbers somebody maintains.
6 · Settings that change the rules
Branding, language, the country and currency, which modules are visible, the sales cycle switches, numbering series and the approval limits.
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The settings index
Region decides VAT, the week's days and the timezone; numbering decides how documents are numbered; layout decides how the workspace looks.
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The recycle bin
Deleting is recoverable: what was deleted, by whom, when — and one press to restore it with its children.
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The activity log
Who did what, when, and from where — including refused attempts, which is the security signal.