Company Administration — Overview
Everything a Company Admin runs, in one place.
Because an admin owns every module, the sidebar doesn't list every page — it lists workspaces. Five business areas (Sales & CRM, Procurement, Production, Estimation & Design, Finance) plus Administration, each opening a hub of labelled tiles. Everything company-level — users & roles, modules, settings & integrations, templates, email logs, security, subscription, support and team feedback — lives behind the Administration hub. See Finding Your Way Around.
The admin day-one checklist
- Complete onboarding — company profile and GSTIN.
- Connect the company email — until then, no documents can be emailed.
- Invite the team with the right roles.
- Connect Razorpay — invoice Pay-Now links pay into your bank.
- Load the product catalog — CSV import or price-list OCR.
- Switch off unused modules — keep everyone's sidebar clean.
- Brand your documents — templates and email theme.
- Review security — MFA policy and the Sentinel firewall mode.
- Pick a plan before the trial ends.
The admin pages
| Page | What it's for |
|---|---|
| Company Dashboard | The all-modules overview — company-wide KPIs and shortcuts. |
| Users, Roles & Invitations | Invite people, assign roles, deactivate leavers. |
| Modules | Switch whole modules on/off for the company. |
| Company Settings & Integrations | Profile, email sender (Brevo), Razorpay, WhatsApp, Zoho Books. |
| Template Center | Design the documents you print & email. |
| Email Logs & Themes | Every email sent, plus the colour theme they use. |
| Security Center | Zaptix Sentinel — the AI firewall, incidents, blocklist, policies. |
| Daily Briefing | Your AI-written morning brief. |
| Subscription | Plan, credits, top-ups, invoices. |
| Team Feedback | What your own people say about the screens they use daily — see Contact Support. |
| Help & Support | Raise a ticket: AI answers first, a human takes over if needed. |
Things only admins can do
Beyond the pages above: see and manage private products owned by anyone, delete products and drawings, connect/disconnect integrations, change email themes, set agent policies to auto-send, and confirm high-impact security actions.