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

Templates

Email, WhatsApp, portal, and support template placeholders grouped for review.

8 default / 1 pending 9 fields Section-level audit required

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

1

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.

Client templates

Client and sales messaging placeholders reviewed before live sends.

3 fields

Client-facing template set

Default
email otpportal invitequote sentquote reminderpayment reminder

Client template variables

Default
contact nameclient namequote numberportal linkpayment reference

Client email format policy

Default

HTML email with plain-text fallback required

Commercial templates

Vendor, finance, and procurement message placeholder coverage.

3 fields

Procurement and finance template set

Default
rfq sentvendor reminderinvoice issuedpayment verifiedpayment proof received

Commercial template variables

Default
vendor namerfq numberresponse due dateinvoice numberorder number

Sender-function policy

Default

Sender function must match template category before dispatch

Support and system templates

Support, shipment, and system notification placeholder sets.

3 fields 1 pending

Support and system template set

Default
shipment updatedelivery followupsupport escalationsystem alertmarketing opt out confirmation

Language placeholder policy

Not configured

English required, Arabic planned per approved variant

Preview and test-render policy

Default

Templates render in test mode only until live delivery is approved

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.