Company Administration — Overview
Everything a Company Admin runs, in one place. Admins see every module in the sidebar plus an admin-only group: users & roles, modules, settings & integrations, templates, email logs, security, subscription and the Daily Briefing.
📷 Screenshot spot — capture this screen and save it as static/img/screenshots/admin-overview.png, then replace this whole box with the single line:
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, 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. |
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.