Tenant configuration
Settings
Set up the business rules behind the app: staff access, login invites, workflow features, permissions, templates and platform readiness.
Staff and Login Setup
Create staff accounts, invite sales reps, reset passwords and decide what each role can see.
Feature Workflow
Turn modules on or off and control read-only history for disabled features.
Platform Oversight
Review tenant health, support access and implementation readiness.
How Staff Logins Work
1
Admin creates the staff member in Staff & Logins.2
The system sends an invite with email login and temporary password.3
On first sign-in, the staff member must set their own password.4
Salesperson, manager and admin roles land on different views.