Admin Configuration

Global settings for Super Admins.

Use Case HR Onboarding

You've just hired a new estimator, Sarah. She needs limited access to create estimates but cannot delete them or see admin reports.

1. Create User "Sarah" 2. Assign Role "Estimator" 3. Set Approval Limit ₹5,00,000

Room Templates

Define standard bundles of items (e.g., "Master Bedroom Request") to speed up the estimation process.

How to configure:

Go to Templates > New.
Name the template (e.g., "Bathroom Basic").
Add all standard line items (Sink, Toilet, Labor Hours).
Save. Now estimators can select this from the dropdown to auto-populate their quote.

Customize the look and feel of the documents sent to clients.

Modern Clean, sans-serif fonts. Default.

Classic Serif fonts, formal layout.

Minimal Focus on data, less styling.

Use the Permissions Matrix to toggle specific actions (e.g., "Can Delete Estimate") for each role.

Define logic: "If Estimate Total > ₹10,00,000, Require Approval from [Manager Name]".

Warning: Deleting a user who is part of an active chain will pause approvals for their subordinates.