Administer
Goal
Find tenant administration screens that control identity, modules, extensibility, portals, fiscal connectors, and plan usage.
Who it is for
Tenant admins and managers who configure the tenant (not day-to-day clerks).
What you configure here
| Area | Open | Permission |
|---|---|---|
| Users and roles | Administration → Users & roles | users.view / roles.manage |
| Modules | Administration → Modules | tenant.manage |
| Tenant settings | Administration → Tenant settings | tenant.manage |
| Custom fields | Administration → Customization → Custom Fields | custom_field.view |
| Saved reports | Administration → Customization → Saved Reports | saved_report.view |
| Document types / approval policies | Administration → Extensibility | extensibility.view |
| Automation | Administration → Automation | automation.view |
| Integrations & API | Administration → Integrations & API | integration.view |
| Industry packs / data migration / subscription | Administration → Organization | pack / migration.import / subscription.view |
| Calendar / portal setup | Overview side nav | calendar.admin, customer_portal.admin, supplier_portal.admin |
| Multi-entity / e-invoicing | Accounting Reporting / Operations Fiscal | multi_entity.admin, e_invoicing.admin |
| Catalog sync | Trade → Catalog sync | commerce.view |
| HR integrations | HR → HR Integrations | hr_integrations.manage |