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Account Info
The Account Info section displays essential details about the currently logged-in account, including:
- Account name
- Email
- Account type
- Creation and update dates
User Management
User Types (Tabs)
The Users module is divided into tabs for easier categorization:
- System
- Customer
- Vendor
- Contractor
- Superadmin
- Vendor Staff
- Inactive
Features
- ➕ New User: Accessible via the top-right button.
- While creating a new user, you can select the user type, and the form fields will dynamically update based on the selected type.
User Detail
Clicking on a user opens the User Detail View, which includes:
- Full name
- Email
- User type
- Status
- Assigned roles and permissions
Team Management
Create and manage teams based on roles or departments:
- Group users by department (e.g., Sales, IT, Operations).
- Useful for assigning role-based access and managing workflows.
Pricing Setup
Create Pricing Setup
You can create a new pricing configuration based on the following criteria:
- Entity
- Order Type
- Pricing Type
- Default Price
Pricing Setup List
A listing view displays all pricing configurations added:
-
View existing pricing entries
-
Edit or delete configurations as needed
Roles & Pricing
The Roles & Pricing section allows you to manage access control and role-based pricing:
Role Listing
- View a list of all existing roles
- Each role entry includes name, description, and assigned permissions
Create New Role
- Add a new role by:
- Naming the role
- Selecting permissions from a list
- Assigning pricing rules if applicable
Use this section to ensure secure, permission-based access and pricing control across the platform.