Administration Guide
This section covers features available to Admin, Tenant Admin, and Super Admin users.
Roles Overview
| Role | Access Level |
|---|---|
| User | Standard features — leads, quotes, invoices, documents |
| Admin / Tenant Admin | All user features + Freezone management, Billing, Settings |
| Super Admin | All admin features + Partner management, Feedback management |
Freezone Documents
Manage the knowledge base that powers the AI Assistant and pricing engine:
- Go to Freezones in the admin section
- Upload or update free zone pricing documents
- These documents are indexed for AI search and used by the Quote engine
Billing & Subscription
Manage your team's subscription:
- Go to Billing in the admin section
- View your current plan (Starter, Professional, Enterprise)
- Upgrade or downgrade your plan
- Update payment method (powered by Stripe)
- View billing history and invoices
Plans
| Plan | Features |
|---|---|
| Starter | Basic quoting and lead management |
| Professional | Full CRM, AI assistant, document storage |
| Enterprise | Everything + priority support, custom integrations |
Settings
Access general settings from the Settings page:
- Company Profile — company name, trade license, address
- Team Management — invite users, assign roles
- Branding — configure via the Templates page
- Notifications — email and in-app notification preferences
Managing Feedback (Super Admin)
Review and respond to user feedback:
- Go to Manage Feedback in the admin section
- View all submitted feedback items
- Categorize as bug report, feature request, or general feedback
- Update status: Open → In Progress → Resolved
Tips
- Regularly update free zone documents to keep pricing accurate
- Review team activity from the Dashboard to monitor performance
- Use the feedback system to collect improvement suggestions from your team