Super Admin & Company Setup
Set up companies, branches and the responsibilities that keep business data in the right hands.
Module responsibilities & availability
- Multi-Company ManagementReported Developed (Core)
Manage separately authorized companies inside the customer portfolio.
- Branches / Offices / LocationsReported Developed (Core)
Connect each operating location to its company and assigned managers.
- Users, Roles & PermissionsReported Developed (Core)
Assign view, create, edit, approve, export and administration rights explicitly.
- Department ConfigurationReported Developed (Core)
Define which teams own requests, records and approvals.
- System Settings & PreferencesReported Developed (Core)
Keep business configuration tied to the selected company.
- Activity Logs & Audit TrailReported Developed (Core)
Review important changes and the responsible actor.
- Data Backup & RestoreReported Developed (Core)
Protect company data with authorized backup and recovery procedures.
- Email / SMS / WhatsApp SettingsReported Developed (Core)
Configure the relevant provider and company notification identity.
- Security & Two-Factor AuthenticationReported Developed (Core)
Scope authentication and sensitive account controls to authorized users.
- Custom Fields & WorkflowsReported Developed (Core)
Configure business-specific fields and approval paths.
- Company and branch structureIn development
- Granular view, create, edit, approve, delete, export and manage permissionsIn development
- Explicit, audited authorization for support accessIn development
- Company-scoped records and shared servicesIn development
- List and revoke employee invitationsSource added
Company/account-scoped invitation listing and pending-invite revocation require active Customer Super Admin authorization.
- Invite-based registration foundationSource added / incomplete
Invitation-token validation creates an inactive account; verification must precede membership, role access or login.
- Verified employee activationPlanned / integration required
Email delivery and mailbox-control verification, abuse controls and registration page remain pending.
- Employee invitation listing and pending-invite revocationPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Invite-based inactive account registration foundationPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Provision company
- Define branch structure
- Assign department roles
- Review access
Information received
- Company structure
- Authorized administrators
Records or handoffs produced
- Company workspace
- Role and permission matrix
