Settings
Profile, organisation, team and data.
Sign-in and roles are not enforced yet. Without a backend, anyone using this browser can see and change everything. Roles below are recorded now and will be enforced once secure sign-in is connected.
Profile
Your name and email. Initials appear in the top bar.
Organisation
Business details for internal records. Invoice details are set inside the invoice generator.
Team & roles
Admin has full access. Staff work on records but can't delete, see finance or change settings.
Permissions
What each role will be allowed to do.
| Action | Admin | Staff |
|---|---|---|
| View clients, projects, websites, documents, tasks | Yes | Yes |
| Create and edit records | Yes | Yes |
| Delete records | Yes | — |
| Invoices, quotations and expenses | Yes | — |
| Manage team members and roles | Yes | — |
| Organisation settings, backup and restore | Yes | — |
Import CRM spreadsheet
Adds the clients, projects, checklists, domains and hosting from Client_Management_CRM.xlsx. Clients already here are skipped.
Data & backup
Records live in this browser. Download a backup regularly; uploaded document files are not included.