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Administration and settings

Administrative functions are grouped under More and shown only to users with the required permission.

Settings​

Settings contains reusable tenant configuration such as:

  • users, roles, modules, and privileges;
  • units and dynamic fields;
  • approval workflows;
  • message templates and notification rules;
  • managed periods; and
  • branch, department, division, job type, and job status configuration.

Administration​

Administration provides billing, operational monitoring, and audit information for authorized tenant administrators. Subscription recovery pages can remain available when normal module access is limited by billing state.

Configuration​

Configuration includes personal profile, company profile, regional settings, security, notifications, theme, system information, and access/audit logs as permitted.

Change control​

Treat changes to regional settings, workflows, payroll rules, permissions, notifications, and integrations as controlled configuration. Record the reason, effective date, approver, and validation result. Test with a non-administrator account and representative transaction before broad rollout.