Admin and Settings

Admin & Settings

The configuration and governance surface. Most of it lives under the Admin and Documents nav groups (admin/owner roles).

Users, roles & permissions

• Users — roster, invites, role assignment, deactivation.
• Roles & permissions — a granular resource.action permission matrix on top of the built-in roles; nav visibility is permission-driven. Reference docs: role_permissions.md and Role & Nav Naming Conventions.
• SSO — single sign-on setup.
• Session policy — token/session security settings.

Tenant configuration

• Settings — branding (company name, logo, colors), integrations, email (SMTP) configuration, tax jurisdictions, defaults — plus a Feature Settings tab for workflow toggles (e.g. hide line-item prices on customer documents, require an invoice before completing a job).
• Accounting Settings — chart of accounts, posting maps, and the master switch for the internal general ledger; lives in the Accounting nav group, covered in Accounting, Payroll & Reports.
• Onboarding — a first-run wizard (profile, catalog, technicians, notifications) that can seed a starter catalog and generate demo data — and clean the demo data up again.
• Custom fields — define per-tenant fields on customers and jobs (text, number, date, select, boolean).
• Tags — custom labels for customers/jobs, with color and description.
• Customer alert tags — admin-managed customer classifications.
• Notification templates — the automatic messages the system sends and their SMS/email toggles.
• Tech Mobile Settings — per-tenant feature flags for the technician mobile app.

Documents & PDF templates

• Documents — shared file library (Outlook attachments sync in).
• PDF templates — a WYSIWYG editor for invoice/estimate/proposal layouts: drag-and-drop blocks (header, line items, terms, signature), brand colors, fonts, header/footer.
• Resources — folder structure for job docs (specs, safety sheets, …).

Governance & compliance

• Activity / audit log — virtually every mutation in the app is audit-logged (action, entity, user, details); browse per company, per job, or per customer, export CSV.
• GDPR & compliance — data export/erasure requests.
• Feedback portal — in-app bug reports and feature requests from your team, stored per-tenant with a "my tickets" list for the submitter.

Platform administration (owner)

• System Admin / Admin Operations — health and diagnostics, data export/import, the version badge + update check (see Updating).
• Database — migration status, ORM-drift detection, on-demand backups (see Backup & Restore).
• Server logs — error visibility.
• Plugins — install/enable third-party modules (see Using Plugins).
• Webhooks — outbound event subscriptions (see Integrations).

See also

• Configuration Reference — env-var-level settings.
• The repo's ADMIN_GUIDE.md.