Employee workspace

Settings

Owner/Admin

Settings control panel

Review operational defaults by control surface instead of scanning one long wall of disabled fields. Pricing, tax, templates, access, delivery, and material taxonomy all stay versioned and audit-ready.

Control state

API defaults Write workflow locked

Defaults connected, stored read pending. Sensitive changes stay non-retroactive and require reason, version, and audit capture before writes unlock.

Showing API defaults while stored setting overrides are unavailable.

API defaults

26

Defaults endpoint connected

Groups

12

Operational sections

High risk

32

Require reason when writable

Stored overrides

0

13 fields connected to live defaults/read path

Selected control surface

Legal defaults

Policy text defaults, disclosure language, consent, recording, and opt-out rules.

8 pending 8 fields Section-level audit required 8 high risk

Review posture

This section is intentionally presented as a read-only control surface until the FastAPI reason, version, effective-date, and audit save workflow is wired. Secret values remain key references only.

Owner decision queue

8

Pending configuration items still need an explicit owner decision.

Stored overrides

0

Active settings already diverging from defaults in this surface.

Secret-backed setup

0

Fields that should resolve by secret-key reference only.

Read-only actions

See prior versions and effective dates once the audit endpoint is wired.

Review before/after payloads for high-risk changes before activation.

Bundle reason, version, and rollout timing before writes unlock.

Confirm owner-review and non-retroactive rules for this surface.

Policy text

Core privacy and terms placeholders that need owner review before launch.

3 high-risk fields 3 pending Reason and versioning apply

Privacy policy

Not configured High risk

Privacy policy text is not configured.

legal:privacy_policy Reason required when writable

Terms of use

Not configured High risk

Terms of use text is not configured.

legal:terms_of_use Reason required when writable

Call recording disclosure

Not configured High risk

Call recording disclosure is not configured.

legal:call_recording_disclosure Reason required when writable

Disclosures and consent

Disclosure and consent language for AI, marketing, and support follow-up.

5 high-risk fields 5 pending Reason and versioning apply

AI disclosure

Not configured High risk

AI disclosure text is not configured.

legal:ai_disclosure Reason required when writable

Marketing opt-out

Not configured High risk

Marketing opt-out text is not configured.

legal:marketing_opt_out Reason required when writable

AI voice disclosure

Not configured High risk

AI voice disclosure is not configured.

legal:ai_voice_disclosure Reason required when writable

Support call consent policy

Not configured High risk

Support call consent policy is not configured.

legal:support_followup_call_consent_policy Reason required when writable

Voice recording retention policy

Not configured High risk

Voice recording retention policy is not configured.

legal:voice_recording_retention_policy Reason required when writable

Quick help

What to review first

1. Start with pricing, tax, and payments because they change approvals and issued-document snapshots.

2. Check communications and templates next so sender readiness, secret references, and live-send gates are obvious.

3. Finish with permissions, legal, and material taxonomy because they shape safe access and public-facing content.