Administration
Coordinate office records and requests, with clear ownership between the company and its departments.
Module responsibilities & availability
Company and branch administration scopeAvailable
Assigned department responsibilitiesAvailable
Requests routed to the appropriate ownerAvailable
Links to visitors, resources and the employee directoryAvailable
Office department membership and mail routingAvailable
Company administrators can manage internal-mail departments and active members. Only permitted members can send department mail.
Internal office inbox and attachment coordinationAvailable
Direct and department messages, private attachments and personal notifications connect to the dedicated Office Mail workspace.
Process, inputs & handoffs
Process
- Receive office request
- Identify responsible department
- Route for action
- Follow up on outcome
Information received
- Office requests
- Branch and department information
Records or handoffs produced
- Assigned requests
- Administrative follow-up
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People
Help staff find the right colleague by department, active status and extension, while keeping private HR details separate.
Module responsibilities & availability
Department and active-status searchAvailable
Company-specific extension informationComing soon
Directory links for chat, meetings and intercomComing soon
Sensitive HR fields excluded from general directory viewsAvailable
Process, inputs & handoffs
Process
- Search colleague
- Check department or extension
- Choose an authorized contact channel
- Start the conversation
Information received
- Authorized directory fields
- IT-managed extensions
Records or handoffs produced
- Searchable staff directory
- Contact context
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Workplace
Coordinate room, asset and resource reservations with availability checks and approval rules.
Module responsibilities & availability
Reservation requestsAvailable
Double-booking preventionAvailable
Cancellation and approval handlingAvailable
Time-zone-aware scheduling directionComing soon
Process, inputs & handoffs
Process
- Select resource
- Check availability
- Request or approve reservation
- Use or cancel booking
Information received
- Resource and time request
- Availability information
Records or handoffs produced
- Reservation record
- Updated availability
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AdministrationConnect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.
Module responsibilities & availability
Branch directory and company-to-branch structureAvailable
Branch Manager and Supervisor assignments with explicit responsibilitiesAvailable
Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesAvailable
Sales teams, order bookers and assigned riders connected to their branchAvailable
Branch-level workflow visibility and authorized exception escalationAvailable
Company-wide oversight only for users assigned the relevant cross-branch rightsAvailable
Process, inputs & handoffs
Process
- Define the company and its branches
- Assign the Branch Manager, supervisors and department teams
- Set record visibility and approval rights for each branch
- Follow orders, stock, dispatch and delivery within the assigned scope
- Escalate exceptions and review authorized branch summaries
Information received
- Company and branch structure
- Employee and department assignments
- Configured access and approval policies
- Branch orders, stock and delivery records
Records or handoffs produced
- Branch workspace and responsibility map
- Department handoffs with branch context
- Authorized branch summaries and exception queues
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Administration
Let the Customer Super Admin manage each company identity separately: logo, business name, contacts and company-specific email setup.
Module responsibilities & availability
Per-company logo, name and contactsAvailable
Company email identityRequires provider setup
Use company-specific incoming/outgoing identity and the authorized company-mail setup.
Company isolation and auditAvailable
Authorize branding changes for the selected company, maintain change history and clear stale context when switching companies.
Process, inputs & handoffs
Process
- Select a company in the authorized portfolio
- Edit that company branding and contact details
- Validate access and submit the change
- Record the authorized update
- Apply the selected company context to its workspace
Information received
- Authorized company portfolio
- Company logo, business name and contacts
- Assigned branding/email administration rights
Records or handoffs produced
- Separate company brand profiles
- Company-context workspace identity
- Authorized branding-change history
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Control
Keep business documents, templates, versions and approvals inside the departments and workflows that require them.
Module responsibilities & availability
Department-wise Document StorageAvailable
Limit document categories and access to the departments that need them.
Upload, View, DownloadAvailable
Use authorized file handling for the linked business record.
Print / Save as PDFAvailable
Provide a print/PDF option where the specific document type supports it.
Document TemplatesAvailable
Enable the right templates for the relevant department and workflow.
Version HistoryAvailable
Retain the document version associated with an approval or change.
Document Approval WorkflowAvailable
Route the chosen version to assigned reviewers.
Audit TrailAvailable
Track sensitive document access and lifecycle actions.
Search & FiltersAvailable
Find authorized files by their record and metadata.
CSV ExportAvailable
Export permitted document-list metadata when the workflow requires it.
Integration with All ModulesAvailable
Attach supported documents contextually; no universal document menu or format grant.
Connected Office Mail file governanceAvailable
Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.
Process, inputs & handoffs
Process
- Open the linked business workflow
- Choose an allowed document type
- Upload or prepare the relevant version
- Route required approval
- Retain permitted access and export history
Information received
- Business-record context
- Allowed template/file type
- Department permission
Records or handoffs produced
- Versioned document
- Approval and access history
- Context-appropriate print or export
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Workplace
Give employees an internal company inbox for direct and department messages, with controlled attachments and personal read status.
Module responsibilities & availability
Employee inbox and sent messagesAvailable
Recipients are company users, not public email addresses.
Department message routingAvailable
An active department member can send to up to 100 other active members. Department delivery is recorded as one database transaction.
Personal notifications and read statusAvailable
Internal notices identify new messages and uploaded attachments.
Private attachment upload and downloadAvailable
Sender upload supports PDF, PNG, JPEG and plain text up to 5 MiB.
Attachment lifecycle controlsAvailable
Retention previews, legal holds, configured company quotas and independent cleanup review connect to the dedicated governance workspace.
Separate from public domain emailAvailable
Office Mail stays inside the company database. It does not use SMTP/IMAP or create a company-domain mailbox.
Process, inputs & handoffs
Process
- Choose a colleague or permitted department
- Write the internal message
- Attach an allowed file using private storage
- Recipient opens the inbox and reviews the notice
- Archive personal messages or route follow-up
Information received
- Authenticated company user
- Recipient or department membership
- Subject and message
- Optional permitted attachment
Records or handoffs produced
- Internal message and recipient records
- Read/archive state
- Attachment checksum and private metadata
- In-app notice and audit record
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Workplace
Organize company chat in member-controlled threads, with incremental message polling and personal read cursors.
Module responsibilities & availability
Company-scoped chat threadsAvailable
Member-only message accessAvailable
Thread participation and company identity determine which messages an authenticated user can access.
Incremental pollingAvailable
Fetch up to 100 messages newer than the caller cursor from threads they belong to. Polling is distinct from WebSockets or background push.
Monotonic read cursorAvailable
A thread member can advance their own read position. This is not a delivery confirmation or a read receipt for every participant.
Realtime media and pushRequires provider setup
Realtime push, voice/video transport and mobile background delivery require separate infrastructure and validation.
Process, inputs & handoffs
Process
- Create or join an authorized thread
- Send a text message
- Poll for newer member-visible messages
- Advance personal read position
Information received
- Authenticated company identity
- Thread membership
- Text message and cursor
Records or handoffs produced
- Thread message history
- Incremental results
- Personal read position
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Control
Control the lifecycle of Office Mail attachments through private storage, retention review, legal holds and company storage limits.
Module responsibilities & availability
Company storage monitoringAvailable
Review attachment usage and recovery-reference inventory inside the authorized company.
Retention policy and safe previewAvailable
Configure no expiry or a 30–3650 day retention period and inspect bounded expiration candidates without deleting files.
Legal hold and releaseAvailable
Record a reason for legal hold and authorized release. Held attachments are excluded from cleanup previews and approval.
Configured company quotasAvailable
Quota checks use a locked company record during uploads. Companies without a configured quota remain unlimited.
Two-person cleanup reviewAvailable
A requester cannot approve their own cleanup request. Approval records a review only; it does not delete a file.
Recovery-reference inventoryAvailable
Record backup references and connect them to independent backup verification. A reference alone does not prove a recoverable backup.
Private-file integrityAvailable
Allowed uploads and downloads use company checks, randomized storage keys and SHA-256 verification.
Cleanup enforcement and malware scanningComing soon
The cleanup worker remains preview-only. Destructive cleanup and actual antivirus/content scanning are not implemented.
Process, inputs & handoffs
Process
- Upload into private storage
- Monitor company usage
- Preview retention candidates
- Check legal holds
- Request independent cleanup review
- Verify backup and recovery separately
Information received
- Office Mail attachment metadata
- Retention policy and optional quota
- Legal hold reason
- Independent review decision
Records or handoffs produced
- Usage and candidate reports
- Hold and review history
- Backup-reference inventory
- No deletion from review alone
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