Team Member Settings



Centralized Workspace Management: The Team Members Setting
 

The Team Members (or Organization Member) settings page serves as a centralized administrative hub for managing all users within an organization, allowing owners and admins to control profiles, permissions, and communication tools from a single interface. Accessed via Settings → Company Settings, this module facilitates the complete lifecycle of a team member—from initial addition and organization verification to real-time configuration of login statuses, SMTP email assignments, and administrative rights. Beyond basic profile management, the page integrates advanced collaborative features such as customer sharing, folder permissions, and group chat authorizations, ensuring that every team member has the specific access and tools required for their role.


 

How To Load This Module?
 

To load the Team Members (Organization Member) module, follow these three steps:
 

  1. Open User Settings: Click on the Settings gear icon located within your user profile sidebar.

  2. Navigate to Company Settings: Select the Company Settings tab and click on the Team Members option.

  3. Launch the Member Modal: The system will automatically open the Member modal, displaying your organization's team list in a table format.




 

Organization Member Modal: Management & Addition
 

The Member modal is a centralized hub for controlling user access, communication settings, and administrative rights within your organization.

 

  • Add New Member: Click the plus (+) icon in the top-right corner to open the registration form and link a new user to your organization.

  • User Identification & Search: Displays unique member IDs, avatars, and names, featuring a search box to instantly filter the team list.
     

  • Access & Status Control:
     

    • Status: A dropdown to toggle login ability between Active and Deactive.

    • Website: Controls the member's portal access with options for Reguler, Organization website, or Not Allowed.

  • Communication & Permissions:
     

    • Select SMTP: Links specific email accounts to members for outgoing correspondence.

    • Member Privileges: Checkboxes to designate Admin status, authorize Group Chat creation, or allow Adding without Payment in communication modules.
       

  • Collaboration Tools: Features a Share Customer toggle to instantly distribute contacts and a Folder icon to manage specific folder permissions.

    • Member Actions: A quick-access icon set allows you to edit full profiles, copy secure login links, initiate personal chats, or remove members from the organization.


       

      A Guide to Adding New Organization Members
       

      The Add Organization Member modal is the primary tool for registering new users and integrating them directly into your organization's workflow.
       

      - Identity & Credentials: Enter the member's Full Name, Email, and Phone Number. You must also establish a unique User Name and a secure Password to enable their initial login access.
       

      - Professional Profiling: Assign the member to a specific Category and Sub-category to define their organizational role. You may also include their professional Website link for complete profile documentation.
       

      - Financial & Operational Settings: Configure essential payment details, including Publisher Payment methods (e.g., "By Letter"), specific Payment Amounts, and Hourly Rates. Additionally, selecting a Default Quick Mail template ensures their outgoing correspondence remains standardized.
       

      - Finalize Registration: Once all required fields are populated, click Submit to securely save the profile and append the new member to your organization's active list.




       

      Folder Permissions: Customizing Team Access
       

      The Share Folders modal allows administrators to control exactly which data categories and file groups a specific team member can view or manage.

       

      - Triggering Access: Click the Folder icon within the Actions column of the Member modal to open the specific sharing settings for that user.

      - Selective Sharing: You can choose from a wide variety of system folders, such as New Leads, Customers, Missions, and Archive, ensuring members only see information relevant to their tasks.
       

      Management Features:
       

      • Add/Remove Folders: Click the "x" on any folder tag to remove access or select new ones from the list to grant permissions.

      • Reset: Quickly clear all current selections if you need to start the permission setup from scratch.
         

      - Finalizing Permissions: Clicking Submit saves the folder-sharing configuration, instantly updating what the team member can see when they log into their account.


       




       

      Managing Team Members: From Initial Setup to Advanced Control
       

      The system provides two distinct ways to manage organization members. While the Add form is designed for speed and identity creation, the Edit form unlocks the full suite of security, privacy, and workflow automation settings.

       

      1. Quick Setup: The "Add Member" Details
       

      The Add Organization Member modal is used for fast registration, requiring only the core details needed to establish a user’s identity and basic role.
       

      - Identity & Credentials: Capture the member's Full Name, Email, Phone, and create a unique Username and Password for their first login.

      - Professional Role: Assign a Category and Sub-category to define their position within the team.

      - Basic Financials: Set the Hourly Rate and Publisher Payment method (e.g., "By Letter") to handle their compensation.

      - Operational Start: Select a Default Quick Mail template so they can begin communicating with clients immediately upon activation.
       


      2. Deep Customization: The "Edit Member" Details
       

      Once a member is in the system, clicking the Pencil icon opens the Edit User Detail modal. This provides granular control and advanced configurations that were not present in the initial setup.
       

      A. Security & Network Control
       

      - IP Whitelist: Restrict account access to specific, trusted IP addresses (like your office or their home).

      - Two Auth (2FA): Toggle the requirement for secondary security codes to protect sensitive data.

      - Token: Access the unique security Token used for secure internal support and specialized logins.

      B. Privacy & Interface Visibility
       

      - Show Prices: Choose whether the member can see pricing data on Documents or Subscription pages.

      - Mini Dashboard: Toggle the simplified "Mini Dashboard" view to customize their home screen interface.

      - Email View Permission: Specifically authorize which other team members' email logs this user is permitted to monitor.

      - Give Permission as Agent: A specific checkbox to grant the member agent-level authority within the communication modules.


      C. Advanced Workflow Integrations
       

      - Default Folder/Branch: Automate the member's workflow by setting which Folder (e.g., New Leads) and which Branch office loads by default when they sign in.

      - Service Providers: Link specific Payment Gateways and WhatsApp Providers to the member's profile for managing transactions and automated messaging.




       

      Member Actions: Managing Access and Shared Data
       

      The Actions column within the Member modal contains specific tools to manage team member accessibility and restrict data exposure.

       

      1. Copy Login Link
       

      This tool is used by administrators to provide immediate platform access to a member without requiring them to enter manual credentials.
       

      - Function: Click the Copy icon (represented by two overlapping squares) within the Actions set.

      - Result: A secure, unique login URL is generated and copied to your clipboard.

      - Use Case: This is ideal for assisting team members who are having trouble with their password or to facilitate a quick first-time login.


      2. Remove Shared Customer
       

      This action serves as a security reset to ensure a member can only see their own assigned data.
       

      - Function: Click the Minus icon (a "-" symbol inside a square) located in the Actions column.

      - Purpose: It immediately revokes the member's access to shared customer records or global lead data.

      - Outcome: Once clicked, the member is restricted to interacting only with clients specifically assigned to their individual account.

      - Distinction: While the "Share Customer" checkbox sets a general permission, this specific icon is a one-click action to remove current shared access.




       

      Member Actions: Direct Chat & Sidebar Communication
       

      The Chat icon in the Actions column allows for immediate, real-time communication with specific team members without leaving the main Member management page.

       

      1. Opening a Personal Chat
       

      - Action: Click the Speech Bubble icon (Chat) located in the Actions column for any specific team member.

      - Direct Access: This immediately opens a private chat window dedicated to that member, allowing for quick internal updates or task coordination.

       

      2. Right-Side Chat Sidebar
       

      - Function: Once a chat is initiated, a persistent Communication Sidebar appears on the right side of the screen.

      - Active Member List: The sidebar displays circular profile icons for all active or recent chats, letting you switch between conversations with different team members with one click.

      - Status Indicators: Small green dots on the profile icons indicate which members are currently Online and available for immediate response.


      3. Using the Interactive Chat Window
       

      - Real-Time Messaging: Type and send messages in the text box at the bottom of the pop-up window.

      - Media Sharing: You can view shared videos, images, or documents directly within the chat thread.

      - Multimedia Tools: Use the icons within the chat window to initiate video calls or voice recordings for more complex discussions.




       

      Roles and Modules: Customizing Member Access
       

      The Grid icon in the Actions column opens the Roles and Modules configuration window. This tool is used to precisely control which parts of the platform a team member can see and interact with.

       

      1. Accessing the Configuration
       

      - Action: Click the Grid icon (represented by nine small squares) located in the Actions set for any specific member.

      - Interface: This triggers the Roles and Modules modal, specifically focusing on the Sidebar menu options.
       

      2. Managing Sidebar Permissions
       

      The window displays a comprehensive list of all system modules. For each module, you can toggle access on or off:

       

      - Active (Green Toggle): The module is visible in the member's sidebar, and they are permitted to use its features.

      - Inactive (Red "X" Toggle): When access is turned off, the toggle displays a Red "X". In this state, the module is hidden from the member's view entirely.

      The Customers toggle in Roles and Modules → Sidebar Menu controls whether the menu appears in the system navigation.


       

      Customers Module Visibility (Roles & Modules)
       

      - This applies to:
      Customers menu appears in the top header navigation.
       

    • Toggle ON (Enabled)
      The Customers menu will be visible in the top header, allowing the user to access the Customers module.

    • Toggle OFF (Disabled)
      The Customers menu will be hidden from the top header, and the user will not be able to access the Customers module from the navigation.

       

      Expenses Module Visibility (Roles & Modules)
       

      - This applies to:
      Expenses menu appears in the top header navigation.
       

    • Toggle ON (Enabled)
      The Expenses menu will be visible in the top header, allowing the user to access the Expenses module.

    • Toggle OFF (Disabled)
      The Expenses menu will be hidden from the top header, and the user will not be able to access the Expenses module.

       

      My Site Module Visibility
       

      - This applies to:
      My Site option appears under Settings → Site Builder.
       

    • Toggle ON (Enabled)
      The Settings → Site Builder → My Site menu will be visible.

    • Toggle OFF (Disabled)
      The My Site option will be hidden from the Site Builder menu.

       

      My Card Module Visibility
       

      - This applies to:
      My Card option appears under Settings → Profile      .
       

    • Toggle ON (Enabled)
      The Settings → Profile → My Card menu will be visible.

    • Toggle OFF (Disabled)
      The My Card option will be hidden from the Profile menu.

       

      User Module Visibility
       

      - This applies to:
      User menu appears in the top header navigation.
       

    • Toggle ON (Enabled)
      The User menu will be visible in the top header, allowing access to the User module.

    • Toggle OFF (Disabled)
      The User menu will be hidden from the top header.

       

      Shukli Products Module Visibility
       

      - This applies to:
      Shukli Products menu appears in the top header navigation      .
       

    • Toggle ON (Enabled):
      The Shukli Products menu will be visible in the top header.

    • Toggle OFF (Disabled):
      The Shukli Products menu will be hidden from the top header.

       

    • Shukli Products Details Module visibility
       

      - This applies to:

      Main Page →Top Header -> Shukli Products -> Data ( Details)
       

      Who can access:

    • Owner: Always has access (toggle does not restrict).

    • Member Admin / Team Member: Access only if toggle is ON.
       

    • Toggle ON (Enabled):
      The Shukli Products Details will be visible in the Top Header.

    • Toggle OFF (Disabled):
      The Shukli Products Details will not be visible in the Top header.
       

    • Projects Module Visibility
       

      - This applies to:
      Projects menu appears in the top header navigation.
       

    • Toggle ON (Enabled):
      The Projects menu will be visible in the top header.

    • Toggle OFF (Disabled):
      The Projects menu will be hidden from the top header.

       

      Articles Module Visibility
       

      - This applies to:
      Articles menu appears in the top header navigation.
       

    • Toggle ON (Enabled):
      The Articles menu will be visible in the top header.

    • Toggle OFF (Disabled):
      The Articles menu will be hidden from the top header.

       

    • Tickets Module visibility
       

      - This applies to:

      Main Page → Left Sidebar → Tickets
       

      Who can access:

    • Owner: Always has access (toggle does not restrict).

    • Member Admin / Team Member: Access only if toggle is ON.
       

    • Toggle ON (Enabled):
      The Tciket menu will be visible in the left sidebar.

    • Toggle OFF (Disabled):
      The Ticket menu will not be visible in the sidebar.

       

    • Products Module Visibility
       

      - This applies to:
      Products menu appears in the top header navigation.
       

    • Toggle ON (Enabled):
      The Products menu will be visible in the top header.

    • Toggle OFF (Disabled):
      The Products menu will be hidden from the top header.

       

      Goals Module Visibility
       

      - This applies to:
      Goals option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Goals menu will be visible.

    • Toggle OFF (Disabled):
      The Goals option will be hidden from the Advance menu.

       

      Publisher Module Visibility
       

      - This applies to:
      Publisher options appear under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Publisher menus will be visible.

    • Toggle OFF (Disabled):
      The Publisher options will be hidden from the Advance menu.
       

      List Module Visibility
       

      - This applies to:
      List option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → List menu will be visible.

    • Toggle OFF (Disabled):
      The List option will be hidden from the Advance menu.

       

      Campaigns New Module Visibility
       

      - This applies to:
      Campaigns New option appears under Settings → Accruing and Automation.
       

    • Toggle ON (Enabled):
      The Settings → Accruing and Automation → Campaigns New menu will be visible.

    • Toggle OFF (Disabled):
      The Campaigns New option will be hidden from the Settings menu.

       

      Newspaper Module Visibility
       

      - This applies to:
      Newspaper option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Newspaper menu will be visible.

    • Toggle OFF (Disabled):
      The Newspaper option will be hidden from the Advance menu.

       

      Telemarketing Module Visibility
       

      - This applies to:
      Telemarketing and Telemarketing Dashboard options appear under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Telemarketing and Telemarketing Dashboard menus will be visible.

    • Toggle OFF (Disabled):
      The Telemarketing options will be hidden from the Advance menu.

       

      Flow Module Visibility
       

      - This applies to:
      Flow option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Flow menu will be visible.

    • Toggle OFF (Disabled):
      The Flow option will be hidden from the Advance menu.

       

      Automation Module Visibility
       

      - This applies to:
      Automation option appears under Settings → Accruing and Automation.
       

    • Toggle ON (Enabled):
      The Settings → Accruing and Automation → Automation menu will be visible.

    • Toggle OFF (Disabled):
      The Automation option will be hidden from the Settings menu.

       

      IVR Module Visibility
       

      - This applies to:
      IVR option appears under Settings → Accruing and Automation.
       

    • Toggle ON (Enabled):
      The Settings → Accruing and Automation → IVR menu will be visible.

    • Toggle OFF (Disabled):
      The IVR option will be hidden from the Settings menu.

       

      Campaigns Module Visibility
       

      - This applies to:
      Campaigns option appears under Settings → Accruing and Automation.
       

    • Toggle ON (Enabled):
      The Settings → Accruing and Automation → Campaigns menu will be visible.

    • Toggle OFF (Disabled):
      The Campaigns option will be hidden from the Settings menu.

       

      Information Center Module Visibility
       

      - This applies to:
      Information Center option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Information Center menu will be visible.

    • Toggle OFF (Disabled):
      The Information Center option will be hidden from the Advance menu.

       

      Report and Import Module Visibility
       

      - This applies to:
      Report and Import option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Report and Import menu will be visible.

    • Toggle OFF (Disabled):
      The Report and Import option will be hidden from the Advance menu.

       

      Call Center Module Visibility
       

      - This applies to:
      Call Center option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Call Center menu will be visible.

    • Toggle OFF (Disabled):
      The Call Center option will be hidden from the Advance menu.

       

      Dashboard Module Visibility
       

      - This applies to:
      Dashboard option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Dashboard menu will be visible.

    • Toggle OFF (Disabled):
      The Dashboard option will be hidden from the Advance menu.

       

      Work Diary Module Visibility
       

      - This applies to:
      Work Diary option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Work Diary menu will be visible.

    • Toggle OFF (Disabled):
      The Work Diary option will be hidden from the Advance menu.

       

      My Packages Module Visibility
       

      - This applies to:
      My Packages option appears under the Advance menu      .
       

    • Toggle ON (Enabled):
      The Advance → My Packages menu will be visible.

    • Toggle OFF (Disabled):
      The My Packages option will be hidden from the Advance menu.

       

      Rooms Report Module Visibility
       

      -This applies to:
      Rooms Report option appears under the Advance menu      .
       

    • Toggle ON (Enabled):
      The Advance → Rooms Report menu will be visible.

    • Toggle OFF (Disabled):
      The Rooms Report option will be hidden from the Advance menu.

       

      Combo-Meeting Module Visibility
       

      - This applies to:
      Combo-Meeting option appears under the Advance menu      .
       

    • Toggle ON (Enabled):
      The Advance → Combo-Meeting menu will be visible.

    • Toggle OFF (Disabled):
      The Combo-Meeting option will be hidden from the Advance menu.

       

      Payment Module visibility
       

      - This applies to:

      Main Page → Left Sidebar → Reports
       

      Who can access:

    • Owner: Always has access (toggle does not restrict).

    • Member Admin / Team Member: Access only if toggle is ON.
       

    • Toggle ON (Enabled):
      The Payment menu will be visible in the left sidebar under Reports.

    • Toggle OFF (Disabled):
      The Payment menu will not be visible in the sidebar.

       

    • Status Controller Module Visibility
       

      - This applies to:
      Status Controller option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Status Controller menu will be visible.

    • Toggle OFF (Disabled):
      The Status Controller option will be hidden from the Advance menu.

       

      WhatsApp Module Visibility
       

      - This applies to:
      WhatsApp option appears in the left sidebar menu      .
       

    • Toggle ON (Enabled):
      The WhatsApp menu will be visible in the left sidebar.

    • Toggle OFF (Disabled):
      The WhatsApp menu will be hidden from the left sidebar.

       

      Customer Chat Module Visibility
       

      - This applies to:
      Chat option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Chat option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Chat option will be hidden from the single customer profile.

       

      Email Dashboard Module Visibility
       

      - This applies to:
      Email option appears in the left sidebar menu.
       

    • Toggle ON (Enabled):
      The Email menu will be visible in the left sidebar.

    • Toggle OFF (Disabled):
      The Email menu will be hidden from the left sidebar.

       

      Appointment Customer Report Module Visibility
       

      - This applies to:
      Appointment Customer Report option appears under the Advance menu.
       

    • Toggle ON (Enabled):
      The Advance → Appointment Customer Report menu will be visible.

    • Toggle OFF (Disabled):
      The Appointment Customer Report option will be hidden from the Advance menu.


       

      Module Permissions: Granular Operational Control
       

      The Modules tab within the Roles and Modules window allows administrators to define exactly what actions a member can perform and what sensitive data they can see.

       

      Tasks Module Visibility
       

      The Tasks toggle in Roles & Modules → Modules controls whether the Mission (Tasks) option appears inside the single customer profile.

       

      - Toggle ON (Enabled):
      The Mission (Tasks) option will be visible inside the single customer profile.

      - Toggle OFF (Disabled):
      The Mission (Tasks) option will be hidden from the single customer profile.


      Dynamic Content Module Visibility
       

      - This applies to:
      Dynamic Content option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Dynamic Content option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Dynamic Content option will be hidden from the single customer profile.

       

      Meetings Module Visibility
       

      - This applies to:
      Calendar/Meetings option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Calendar/Meetings option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Calendar/Meetings option will be hidden from the single customer profile.

       

      Files Module Visibility
       

      - This applies to:
      Files option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Files option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Files option will be hidden from the single customer profile.

       

      Recordings Module Visibility
       

      - This applies to:
      Recordings option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Recordings option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Recordings option will be hidden from the single customer profile.

       

      Payment & Subscriptions Module Visibility
       

      - This applies to:
      Payment & Subscriptions option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Payment & Subscriptions option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Payment & Subscriptions option will be hidden from the single customer profile.

       

      Reservation Module Visibility
       

      - This applies to:
      Reservation option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Reservation option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Reservation option will be hidden from the single customer profile.

       

      Order Module Visibility
       

      - This applies to:
      Order option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Order option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Order option will be hidden from the single customer profile.

       

      Payment Module Visibility
       

      - This applies to:
      Payment option appears inside the single customer profile.
       

    • Toggle ON (Enabled):
      The Payment option will be visible inside the single customer profile.

    • Toggle OFF (Disabled):
      The Payment option will be hidden from the single customer profile.

       

      Allow to Delete Customers Permission
       

      - This applies to:
      user can delete customer records from the customers list or customer profile.
       

    • Toggle ON (Enabled):
      The user will be able to delete customers from the customers list or from the single customer profile.

    • Toggle OFF (Disabled):
      The user will not be able to delete customers, and the delete option will not be available.

       

      Allow to Delete Missions Permission
       

      - This applies to:
      user can delete missions from the Mission section inside the single customer profile.
       

    • Toggle ON (Enabled):
      The user will be able to delete missions from the Mission section.

    • Toggle OFF (Disabled):
      The user will not be able to delete missions, and the delete option will not be available.

       

      Show All Team Member Mission
       

      This applies to:

      Main Page → Missions → (Right side Settings icon) → Mission Settings Modal
       

      Who can access:

    • Owner: Always has access (toggle does not restrict).

    • Member Admin / Team Member: Access only if toggle is ON.
       

    • Toggle ON (Enabled):
      The “All Team Mission” option will be visible and selectable in the Mission Settings modal.

    • Toggle OFF (Disabled):
      The “All Team Mission” option will be hidden or disabled in the Mission Settings modal.

       

    • Allow to Delete Projects Permission
       

      - This applies to:
      user can delete projects from the Projects module opened from the top header menu.
       

      - Toggle ON (Enabled):
      The user will be able to delete projects from the Projects list.

      - Toggle OFF (Disabled):
      The user will not be able to delete projects, and the delete option will not be available in the Projects module.


       

      Allow to Delete Messages Permission
       

      - This applies to:
      user can delete messages inside a mission.
       

      Missions can be accessed from:

    • Single Customer Profile → Mission

    • Projects → Mission

    • Mission module page
       

    • Toggle ON (Enabled):
      The user will be able to delete messages from missions.

      Toggle OFF (Disabled):
      The user will not be able to delete mission messages, and the delete option will not be available.

       

      Allow to Edit Messages in Mission Permission
       

      - This applies to:
      user can edit messages inside a mission.
       

      Missions can be created and managed from:

    • Single Customer Profile → Mission

    • Projects → Mission

    • Mission module page
       

    • Toggle ON (Enabled):
      The user will be able to edit messages inside missions.

      Toggle OFF (Disabled):
      The user will not be able to edit mission messages, and the edit option will not be available.

       

      Allow to Delete Folders Permission
       

      - Applies to:
      Single Customer Profile → Files
       

      - Toggle ON (Enabled):
      The delete icon will be visible in the Actions column, and the user will be able to delete files.

      - Toggle OFF (Disabled):
      The delete icon will be hidden, and the user will not be able to delete files.

       

      Document View Permission
       

      - Applies to:
      Single Customer Profile → Order / Invoice → Document list
       

      - Toggle ON (Enabled):
      Users can click on the document ID/number to open and view the document.

      - Toggle OFF (Disabled):
      The document ID will not be clickable, and users will not be able to open the document view.

       

      Document None Permission
       

      - Applies to:
      Single Customer Profile → Order / Invoice → Documents List
       

      - Toggle ON (Enabled):
      Documents created under Orders or Invoices will be visible in the customer profile.

      - Toggle OFF (Disabled):
      Documents created under Orders or Invoices will not be shown in the Single Customer Profile.

       

      Document Password View Permission
       

      - Applies to:
      Single Customer Profile → Profile → Order / Invoice → Documents
       

      - Toggle ON (Enabled):
      The user will be able to view the document password by clicking the eye icon in the document details.

      - Toggle OFF (Disabled):
      The password will remain hidden, and the user will not be able to view it.

       

      Allow to See Other Team Members Emails
       

    • Who can access:

    • Owner: Always has access (toggle does not restrict).

    • Member Admin / Team Member: Access only if toggle is ON.
       

    • This applies to:
      Main page -> left sidebar -> Emails
       

      Toggle ON (Enabled):
      All team members' emails are visible.

      Toggle OFF (Disabled):
      Only own emails are visible.

       

      Show Email Templates and Accounts
       

    • Who can access:

    • Owner: Always has access (toggle does not restrict).

    • Member Admin / Team Member: Access only if toggle is ON.
       

    • This applies to:
      Settings →Biz1 Settings ->  Email Templates / Email Accounts
       

      - Toggle ON (Enabled):
      Templates and accounts are visible and selectable.

      - Toggle OFF (Disabled):
      Templates and accounts are hidden and cannot be used.

       

      Show Content for Profile Permission
       

      - Applies to:
      Single Customer Profile → Profile → Content Section
       

      - Toggle ON (Enabled):
      The profile content will be expanded and visible by default, as shown in the first image.

      - Toggle OFF (Disabled):
      The profile content will be collapsed by default. Users can click the arrow icon to expand and view the content, which will then appear as in the first image.

       

      Change Obligo Permission
       

      - This applies to:
      user can modify the Obligo value in the Single Customer Profile.
       

      The Obligo section is available inside the customer profile dashboard.

      - Toggle ON (Enabled):
      The user will be able to change or update the Obligo value in the customer profile.

      - Toggle OFF (Disabled):
      The user will not be able to modify the Obligo value, and the change option will not be available.

       

      Wildcard Product
       

    • Who can access:

    • Owner: Always has access (toggle does not restrict).

    • Member Admin / Team Member: Access only if toggle is ON.
       

    • This applies to:
      Single Customer Profile -> orders / invoices(recipt tax invoice)
       

      - Toggle ON (Enabled):The Wildcard Product setting allows users to enter custom product names manually.
      Users can type any product name without selecting from the dropdown list.

      - Toggle OFF (Disabled):
      The Wildcard Product setting restricts users to select products only from the predefined list.
      If a user types a product name but does not select it from the dropdown, the input will be cleared or removed. After selecting a product, the product field becomes locked and cannot be edited manually.

       

      Allow to Add/Edit/Delete/View Product Permission
       

      - This applies to:
      user can manage products in the Products module.
       

      The Products module is accessible from the top header navigation menu.

      - Toggle ON (Enabled):
      The user will be able to add new products, edit existing products, delete products, and view product details in the Products module.

      - Toggle OFF (Disabled):
      The user will not be able to add, edit, delete, or view products, and the product management options will not be available in the Products module.



      Ring On Phone Call
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.

      This applies to:
      Incoming call popup → call notification → browser UI (telephony/IVR/call center integration)

      - Toggle ON (Enabled):
      The Ring On Phone Call setting enables incoming call notifications with sound/ring in the system.
      When a call is received, a popup is shown and a ring sound is played in the browser.This helps users instantly notice incoming calls.
      - Toggle OFF (Disabled):
      The Ring On Phone Call setting disables the incoming call ring sound and notification behavior.
      No sound will be played and popup notification may be hidden or inactive.The system will not trigger call alert sound from the notification listener (JS/socket).

       

      Show Cost and Sold Permission
       

      - This applies to:
      user can view the Cost Price and Sold columns in the Products module.
       

      The Products module is accessible from the top header navigation menu.

      - Toggle ON (Enabled):
      The user will be able to see the Cost Price and Sold information in the Products list.

      - Toggle OFF (Disabled):
      The Cost Price and Sold columns will be hidden, and the user will not be able to view this information in the Products module.

       

      Let Share Remove Shares Permission
       

      - This applies to:
      a user can remove shared workers from a customer profile.
       

      The Workers section is available inside the Single Customer Profile page.

      - Toggle ON (Enabled):
      The user will be able to remove shared workers from the Workers section in the customer profile.

      - Toggle OFF (Disabled):
      The user will not be able to remove shared workers, and the remove option will not be available in the Workers section.


       

      Delete Order Permission
       

      - This applies to:

      Orders can be accessed from the Single Customer Profile → Order section, where users can view and manage available order records.
       

      - Toggle ON (Enabled):
      The user will be able to delete orders, and the delete option will be available in the Orders list.

      - Toggle OFF (Disabled):
      The user will not be able to delete orders, and the delete option will not appear in the Orders section.

       

      Show Worth and Total Permission
       

      - Applies to:
      Top Header → Products → Product List Page → Total Worth
       

      - Toggle ON (Enabled):
      The total product worth will be displayed at the bottom of the Product list.

      - Toggle OFF (Disabled):
      The total product worth will be hidden from the Product page.


       

      Show Cost Price on Document Permission
       

      - This applies to:
      Cost Price field is visible when creating an order document.
       

      - Toggle ON (Enabled):
      The user will be able to view the Cost Price information in the order document while creating the order.

      - Toggle OFF (Disabled):
      The Cost Price field will be hidden in the order creation document.


       

      Discount for All Order Permission
       

      - This applies to:
      user can apply a discount to the entire order.
       

      - Toggle ON (Enabled):
      The user will be able to apply a discount to the full order total.

      - Toggle OFF (Disabled):
      The discount option for the entire order will not be available.

       

      See Profit Permission
       

      - This applies to:
      user can view the profit calculation in the order document.
       

      Profit is calculated based on Cost Price and Selling Price.

      - Toggle ON (Enabled):
      The user will be able to view profit information in the order document.

      - Toggle OFF (Disabled):
      The profit calculation will be hidden.

       

      Allow to Edit Discount Permission
       

      - This applies to:
      user can edit the discount value in an order document.
       

      - Toggle ON (Enabled):
      The user will be able to modify the discount amount or percentage.

      - Toggle OFF (Disabled):
      The discount field will not be editable.


       

      Profile Modules: Advanced System & Profile Access
       

      The Profile Modules section within the Modules tab provides specialized permissions for managing professional profiles and specific internal tools.

       

      Working Time
       

      The Working Time toggle controls whether the Working Time section is visible in the Single Customer Profile.
       

      - Toggle ON (Enabled):
      The Working Time module will be visible in the customer profile.

      - Toggle OFF (Disabled):
      The Working Time module will be hidden from the customer profile.


      Appointment
       

      This applies to:
      Appointment section is available in the Single Customer Profile.
       

      - Toggle ON (Enabled):
      The Appointment module will be visible in the customer profile.

      - Toggle OFF (Disabled):
      The Appointment module will be hidden from the customer profile.

       

      Tickets
       

      The Tickets toggle controls whether the Tickets section is visible in the Single Customer Profile.

      - Toggle ON (Enabled):
      The Tickets module will be visible in the customer profile.

      - Toggle OFF (Disabled):
      The Tickets module will be hidden from the customer profile.

       

      Har Habituach
       

      The Har Habituach toggle controls whether the Har Habitua(ch) section appears in the Single Customer Profile.

      - Toggle ON (Enabled):
      The Har Habituach module will be visible in the customer profile.

      - Toggle OFF (Disabled):
      The Har Habituach module will be hidden from the customer profile.

       

      Expenses
       

      The Expenses toggle controls whether the Expenses section appears in the Single Customer Profile.

      - Toggle ON (Enabled):
      The Expenses module will be visible in the customer profile.

      - Toggle OFF (Disabled):
      The Expenses module will be hidden from the customer profile.




       

      Appointment Modules: 
       

      Member Admin Access: Users designated as a Member Admin in User Settings bypass all permission toggles. They have full, unrestricted access to view and manage all appointment features (doctors, rooms, branches, etc.) regardless of whether individual toggles are on or off.

      Appointment Confidential Data Permission
       

      Applies to:
      Left Sidebar → Calendar Icon → Add / View Appointment → Confident Data Tab
       

      - Toggle ON (Enabled):
      Confidential data will be visible inside the Confident Data tab, as shown in the first image.

      - Toggle OFF (Disabled):
      The confidential data will be hidden or masked in the Confident Data tab, as shown in the second image.


      Branches Add/Edit/Delete Permission
       

      Applies to:
      Left Sidebar → Calendar Icon → Calendar Page → Team Member Section
       

      - Toggle ON (Enabled):
      The Team Member section will be visible on the left side of the Calendar page.

      - Toggle OFF (Disabled):
      The Team Member section will be hidden and will not appear on the Calendar page.

       

      Doctor Add/Edit/Delete Permission
       

      Path: Settings → Special Modules → Appointment (Step 1)

      - Toggle ON (Enabled):
      Users can add, edit, and delete Doctors.

      - Toggle OFF (Disabled):
      Users cannot add, edit, or delete Doctors.

       

      Appointment Type Add/Edit/Delete Permission
       

      Path: Settings → Special Modules → Appointment (Step 2)

      - Toggle ON (Enabled):
      Users can add, edit, and delete Appointment Types.

      - Toggle OFF (Disabled):
      Users cannot add, edit, or delete Appointment Types.

       

      Appointment Group Add/Edit/Delete Permission
       

      Path: Settings → Special Modules → Appointment (Step 3)

      - Toggle ON (Enabled):
      Users can add, edit, and delete Appointment Groups.

      - Toggle OFF (Disabled):
      Users cannot add, edit, or delete Appointment Groups.

       

      Appointment Builder Add/Edit/Delete Permission
       

      Path: Settings → Special Modules → Appointment (Step 4)

      - Toggle ON (Enabled):
      Users can add, edit, and delete Appointment Builders.

      - Toggle OFF (Disabled):
      Users cannot add, edit, or delete Appointment Builders.

       

      Appointment Insurance Company Add/Edit/Delete Permission
       

      Path: Settings → Special Modules → Appointment (Step 5)

      - Toggle ON (Enabled):
      Users can add, edit, and delete Appointment Insurance Companies.

      - Toggle OFF (Disabled):
      Users cannot add, edit, or delete Appointment Insurance Companies.

       

      Branches Add/Edit/Delete Permission
       

      Path: Settings → Special Modules → Branch (Step 1)

      - Toggle ON (Enabled):
      Users can add, edit, and delete Branches.

      - Toggle OFF (Disabled):
      Users cannot add, edit, or delete Branches.

       

      Appointment Room Add/Edit/Delete Permission
       

      Path: Settings → Special Modules → Branch (Step 2)

      - Toggle ON (Enabled):
      Users can add, edit, and delete Appointment Rooms.

      - Toggle OFF (Disabled):
      Users cannot add, edit, or delete Appointment Rooms.

       

      Appointment Resource Add/Edit/Delete Permission
       

      Path: Settings → Special Modules → Branch (Step 3)

      - Toggle ON (Enabled):
      Users can add, edit, and delete Appointment Resources.

      - Toggle OFF (Disabled):
      Users cannot add, edit, or delete Appointment Resources.




       

      Notification Settings

       

      Notification Settings are used to display alerts and popups for system activities, ensuring that users do not miss any important updates in real time.

      Using these toggles, users can control which events should generate notifications and which should not.

      Toggle Behavior
       

      - ON (Enabled):
      When an event occurs, a notification popup and/or badge will be displayed to the user.

      - OFF (Disabled):
      The event will still occur in the system, but no notification will be shown in the UI.

      These settings are user-specific (team member wise), meaning different users can have different notification preferences.

      Where Notifications Appear

      Notifications are typically shown in:
       

    • Top Bar Notification Icon (Bell): Displays unread count and list

    • Popup / Toast Alerts: Instant on-screen notifications

    • Sound Alerts (Optional): Based on system configuration
       

    • Access & Permissions
       

    • Owner / Admin (Member Admin):
      Can view and modify all notification settings.

    • Team Members:
      Can usually manage their own notification settings.
      Access may be restricted based on role/module permissions.


       

      Notification Types
       

    • Show Notifications for New Customers
      Alert when a new customer or lead is added.

    • Get Notification for New Leads
      Alert when a new lead is created, imported, or assigned.

    • Notifications of Call
      Alerts for call-related activities such as missed calls, incoming calls, or call log updates.

    • Notification Pop
      Acts as a master switch for popup notifications.
      If OFF, no popup will appear even if other toggles are ON.

    • Show Notifications for Missions
      Alerts for mission activities such as create, assign, complete, or overdue.

    • Show Notifications for WhatsApp
      Alerts for WhatsApp messages and updates.

    • Show Notifications for Email
      Alerts for email-related events such as new email, sent status, or replies.

    • Show Notifications for New Message
      Alerts for general system chat messages.

    • Show Notifications for New Message from Client
      Alerts when a customer sends a message.

    • Show Notifications for New Message from Group
      Alerts for group chat messages.

    • Show Notifications for New Message from Article
      Alerts related to articles or knowledgebase updates.






       

      • Documents Module:
         

        The Documents section within the Modules tab provides specific toggles to control how a member manages and views files within the system.

         

        Order Proposals
         

        The Order Proposals toggle controls whether users can create Order Proposal documents.


        This option is available in:

        Single Customer Profile → Order → Order Proposals
         

        - Toggle ON (Enabled):
        The Add Order Proposal button will be visible and users can create a new order proposal.

        - Toggle OFF (Disabled):
        Users can only view existing order proposals.
        The Add Order Proposal button will not appear.

         

        Purchase Orders
         

        The Purchase Orders toggle controls whether users can create Purchase Orders.
         

        Location:

        Single Customer Profile → Order → Purchase Orders
         

        - Toggle ON (Enabled):
        The Add Purchase Order button will be visible.

        - Toggle OFF (Disabled):
        Users can view purchase orders but cannot create new ones.

         

        Detail Orders
         

        The Detail Orders toggle controls whether users can create Detail Orders.
         

        Location:

        Single Customer Profile → Order → Detail Orders
         

        - Toggle ON (Enabled):
        Users will see the Add Detail Order button.

        - Toggle OFF (Disabled):
        Users can only view detail orders. The Add option will be hidden.

         

        Invoice Permission
         

        The Invoice toggle in Roles & Modules → Modules → Document Create controls whether users can create Tax Invoices from the Single Customer Profile.
         

        This option is available in:

        Single Customer Profile → Invoice → Tax Invoices
         

        - Toggle ON (Enabled):
        The Add Tax Invoice button will be visible, allowing users to create a new tax invoice.

        - Toggle OFF (Disabled):
        Users will only be able to view existing tax invoices.
        The Add Tax Invoice button will not appear.

         

        Credit Invoice
         

        The Credit Invoice toggle controls whether users can create Credit Invoices.
         

        Location:
        Single Customer Profile → Invoice → Credit Invoices
         

        - Toggle ON (Enabled):
        The Add Credit Invoice button will be visible and users can create a new credit invoice.

        - Toggle OFF (Disabled):
        Users can only view existing credit invoices. The Add option will be hidden.

         

        Proforma Invoices
         

        The Proforma Invoices toggle controls whether users can create Proforma Invoices.
         

        Location:
        Single Customer Profile → Invoice → Proforma Invoices
         

        - Toggle ON (Enabled):
        The Add Proforma Invoice button will be visible.

        - Toggle OFF (Disabled):
        Users can view proforma invoices but cannot create new ones.

         

        Delivery
         

        The Delivery toggle controls whether users can create Delivery documents.
         

        Location:
        Single Customer Profile → Invoice → Delivery
         

        - Toggle ON (Enabled):
        Users will see the Add Delivery option.

        - Toggle OFF (Disabled):
        Users can view delivery records but cannot create new ones.

         

        Receipt
         

        The Receipt toggle controls whether users can create Receipts.
         

        Location:
        Single Customer Profile → Invoice → Receipts
         

        - Toggle ON (Enabled):
        The Add Receipt button will be visible.

        - Toggle OFF (Disabled):
        Users can view receipts but cannot create new receipts.

         

        Receipt Tax Invoice
         

        The Receipt Tax Invoice toggle controls whether users can create Receipt Tax Invoices.
         

        Location:
        Single Customer Profile → Invoice → Receipt Tax Invoices
         

        - Toggle ON (Enabled):
        Users can create a Receipt Tax Invoice.

        - Toggle OFF (Disabled):
        Users can only view existing records.


         

        GR/IR
         

        The GR/IR toggle controls whether users can create GR/IR documents.
         

        Location:
        Single Customer Profile → Invoice → GR/IR
         

        - Toggle ON (Enabled):
        The Add GR/IR option will be visible.

        - Toggle OFF (Disabled):
        Users can only view existing GR/IR documents.

         

        Not Let Change “Include VAT” in Invoice Products
         

        • Who can access:
        • Owner: Always has access (toggle does not restrict).
        • Member Admin / Team Member: Access applies only when the toggle is ON.

        • This applies to:
        Single Customer Profile → Orders / Invoices (Receipt Tax Invoice)
         

        - Toggle ON (Enabled):
        The system does not allow users to change the “Include VAT” option at the product (line item) level.
        The VAT include/exclude checkbox in the product row will be locked/disabled.Users cannot modify the VAT setting for individual products.
        - Toggle OFF (Disabled):
        The system allows users to change the “Include VAT” option at the product (line item) level.
        The VAT checkbox in the product row remains editable.Users can freely include or exclude VAT for each product.

         

        Not Let Change “Include VAT” in Invoice Total
         

        • Who can access:
        • Owner: Always has access (toggle does not restrict).
        • Member Admin / Team Member: Access applies only when the toggle is ON.
         

        • This applies to:
        Single Customer Profile → Orders / Invoices (Receipt Tax Invoice)

        - Toggle ON (Enabled):
        The system does not allow users to change the “Include VAT” option at the invoice total level.
        The VAT toggle in the total section will be locked/disabled. Users cannot modify the overall VAT setting for the invoice.
        - Toggle OFF (Disabled):
        The system allows users to change the “Include VAT” option at the invoice total level.
        The VAT toggle in the total section remains editable. Users can include or exclude VAT for the entire invoice.



         

        Receipt Type Permissions
         

        This applies when creating a payment from:
         

        Single Customer Profile → Invoice → Receipts → Add Receipt
         

        Single Customer Profile → Invoice → Receipt Tax Invoices → Add Receipt Tax Invoice
         

        Single Customer Profile → Payment → Charge → Create Receipt

         


        Credit Card
         

        The Credit Card toggle controls whether the Credit Card payment option is available when creating a receipt.

        - Toggle ON (Enabled):
        Users can select Credit Card as a payment method while creating a receipt.

        - Toggle OFF (Disabled):
        The Credit Card option will not appear in the payment methods list.

         

        Cash
         

        The Cash toggle controls whether the Cash payment option is available when creating a receipt.

        - Toggle ON (Enabled):
        Users can select Cash as a payment method.

        - Toggle OFF (Disabled):
        The Cash option will be hidden.

         

        Check
         

        The Check toggle controls whether the Check payment option is available when creating a receipt.

        - Toggle ON (Enabled):
        Users can select Check as a payment method.

        - Toggle OFF (Disabled):
        The Check option will not appear.

         

        Transfer
         

        The Transfer toggle controls whether the Bank Transfer payment option is available.

        - Toggle ON (Enabled):
        Users can choose Transfer when creating a receipt.

        - Toggle OFF (Disabled):
        The Transfer option will be hidden.

         

        Masav
         

        The Masav toggle controls whether the Masav payment option is available.

        - Toggle ON (Enabled):
        Users can select Masav as a payment method.

        - Toggle OFF (Disabled):
        The Masav option will not appear.

         

        Others
         

        The Others toggle controls whether the Other payment method option is available.

        - Toggle ON (Enabled):
        Users can select Other payment methods.

        - Toggle OFF (Disabled):
        The Others option will be hidden.

         

        Bit
         

        The Bit toggle controls whether the Bit payment option is available when creating a receipt.

        - Toggle ON (Enabled):
        Users can select Bit as a payment method.

        - Toggle OFF (Disabled):
        The Bit option will not appear.

         

        Pay by Credit
         

        The Pay by Credit toggle controls whether the Pay by Credit option is available when creating a receipt.

        - Toggle ON (Enabled):
        Users can select Pay by Credit as a payment method.

        - Toggle OFF (Disabled):
        The Pay by Credit option will be hidden.





         

        Payment Page
         

        The Payment Page provides a centralized view of all financial documents such as invoices, receipts, and related transactions.It allows users to track payments, filter documents, and view totals like revenue and VAT in one place.Access and visibility of data on this page are controlled by role-based permissions.
         

        Show All / Do not show
         

        • Who can access:
        • Owner: Always has access (toggle does not restrict).
        • Member Admin / Team Member: Access only if toggle is ON.

        • This applies to:
        Sidebar → Reports → Payment Page (Documents tab)

        - Toggle ON (Enabled):
        The system allows the user to access and view documents on the Payment page.
        - Toggle OFF (Disabled):
        The system restricts the user from viewing documents on the Payment page.


         

        Show All Document / Show his document
         

        • Who can access:
        • Owner: Always has access (toggle does not restrict).
        • Member Admin / Team Member: Access only if toggle is ON.

        • This applies to:
        Sidebar → Reports → Payment Page (Documents tab)

        - Toggle ON (Enabled):
        The system allows the user to view all documents across the organization. User can see documents created by all users.
        - Toggle OFF (Disabled):
        The system restricts the user to view only their own documents. User can see only documents created by themselves.

         

        Show only open Document
         

        • Who can access:
        • Owner: Always has access (toggle does not restrict).
        • Member Admin / Team Member: Access only if toggle is ON.
         

        • This applies to:
        Sidebar → Reports → Payment Page (Documents tab)

        - Toggle ON (Enabled):
        The system filters and shows only open documents. Closed documents are restricted or limited based on access rules.
        - Toggle OFF (Disabled):
        The system shows all documents (both open and closed). No status-based filtering is applied.

         

        Show total of Document
         

        • Who can access:
        • Owner: Always has access (toggle does not restrict).
        • Member Admin / Team Member: Access only if toggle is ON.

        • This applies to:
        Sidebar → Reports → Payment Page (Totals / Summary section)

        - Toggle ON (Enabled):
        The system displays total calculations such as total invoice, total receipt, revenue, and VAT. Summary/total section is visible on the Payment page.
        - Toggle OFF (Disabled):
        The system hides total calculations from the Payment page. Summary/total section is not visible to the user.



         

         

        Product Category Permissions
         

        The Product Category permissions in Roles & Modules → Modules → Product Category control whether a user can add, view, edit, or delete product categories in the Products module.
         

        This applies to the Product Categories page, which can be accessed from:
         

        Top Header → Products → Product Category

         

        Add
         

        - Toggle ON (Enabled):
        The user can create new product categories using the Add Product Category or Add Sub Category buttons.

        - Toggle OFF (Disabled):
        The user will not be able to create new product categories, and the Add Product Category and Add Sub Category buttons will not be visible.

         

        View
         

        - Toggle ON (Enabled):
        The user can view the list of product categories and their details.

        - Toggle OFF (Disabled):
        The user will not be able to view the product categories page or the list of categories.

         

        Edit
         

        - Toggle ON (Enabled):
        The user can edit or modify existing product categories.

        - Toggle OFF (Disabled):
        The user will not be able to edit product categories, and the edit option will not be available.

         

        Delete
         

        - Toggle ON (Enabled):
        The user can delete product categories from the list.

        - Toggle OFF (Disabled):
        The user will not be able to delete product categories, and the delete option will not be available.





         

        Product Report Settings

         

        Product Report Settings are used to control access and actions on the Products / Orders Report pages.
        These settings allow you to manage what a team member can view and what actions (edit/delete) they can perform.

        This applies to:
        Products → Suppliers → Orders For Suppliers

         

        Order for Supplier Edit
         

        - Toggle ON (Enabled):
        The Edit button will be visible in the Action column, and the user can modify supplier order records.

        - Toggle OFF (Disabled):
        The Edit button will be hidden, and the user will not be able to edit supplier orders.

         

        Order for Supplier Delete
         

        - Toggle ON (Enabled):
        The Delete button will be visible in the Action column, and the user can delete supplier order records.

        - Toggle OFF (Disabled):
        The Delete button will be hidden, and the user will not be able to delete supplier orders.

         





         

        Other Permission Settings
         

        The “Other” section contains additional permissions that control access to various features such as files, communication, campaigns, automations, and customer-related actions.

        These settings allow the Owner/Admin to define what a team member can access and perform in the system.

        User Access
         

        - Owner / Admin (Member Admin):
        Can enable/disable these settings for team members.

        - Team Member:
        Can use only those features where the toggle is ON.
        If OFF, the feature will be hidden or access will be denied.

         

        Files Permissions (Customer Profile)
         

        The Files-related toggles in
        Roles & Modules → Modules → Other → Files / Add Files / Edit Files / Delete Files / View Files
        control the actions available in the Files tab inside the Single Customer Profile.
         

        Applies to:

        Single Customer Profile → Files → File List (Action column)
         

         

        Messenger Out
         

        • Who can access:
        • Owner: Always has access (toggle does not restrict).
        • Member Admin / Team Member: Access only if toggle is ON.

        This applies to:
        Sidebar → Messenger / Personal Chat

        - Toggle ON (Enabled):
        The system allows the user to access the Messenger / personal chat feature.
        Messenger option is visible in the sidebar.User can open and use chat functionality.
        - Toggle OFF (Disabled):
        The system restricts access to the Messenger / personal chat feature.
        Messenger option is hidden from the sidebar.User cannot access chat functionality.

         

        Files (Module Access)
         

        - Toggle ON (Enabled):
        The Files tab will be visible in the customer profile.

        - Toggle OFF (Disabled):
        The Files tab will not be visible.

         

        Edit Files
         

    • Toggle ON (Enabled):
      The Edit  button will be visible in the Action column, allowing file updates/rename.

    • Toggle OFF (Disabled):
      The Edit button will be hidden, and the user cannot modify files.

       

      Add Files
       

    • Toggle ON (Enabled):
      The “Add New File” button will be visible, and the user can upload new files.

    • Toggle OFF (Disabled):
      The Add button will be hidden, and the user cannot upload files.

       

      Delete Files
       

    • Toggle ON (Enabled):
      The Delete button will be visible, and the user can delete files.

    • Toggle OFF (Disabled):
      The Delete button will be hidden, and the user cannot delete files.

       

      View Files
       

    • Toggle ON (Enabled):
      The user can view and download files, and the file list will be visible.

    • Toggle OFF (Disabled):
      The user cannot view files, and the file list will not be accessible.

       

    • Show Phone and Email Permission
       

      The Show Phone and Email toggle in Roles & Modules → Modules → Other → Show Phone and Email controls whether the customer's phone number and email address are visible in the customer profile.
       

      Applies to:
      Work Diary → User List → Click on User Name → Date-wise Calendar View → Click on Specific Date → Working Time Popup
       

      - Toggle ON (Enabled):
      The customer's phone number and email address will be visible in the profile.

      - Toggle OFF (Disabled):
      The customer's phone number and email address will be hidden from the profile.

       

      WhatsApp
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.

      • This applies to:
      Sidebar → WhatsApp module / WhatsApp actions

      - Toggle ON (Enabled):
      The system allows the user to access WhatsApp-related features.WhatsApp module and actions are visible and usable.
      - Toggle OFF (Disabled):
      The system restricts access to WhatsApp-related features.WhatsApp module and actions are hidden or blocked.

       

      Show Other Team Members Meetings
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.

      • This applies to:
      left sidebar -> Calendar module

      - Toggle ON (Enabled):
      The system allows the user to view meetings of other team members.Calendar shows meetings across team members.
      - Toggle OFF (Disabled):
      The system restricts the user to view only their own meetings.Other team members’ meetings are hidden.

       

    • Allow to Add Campaign
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.

      • This applies to:
      Customers List → Campaign actions (bulk/select customers)

      Toggle ON (Enabled):
      The system allows the user to add customers to campaigns.“Add Campaign” / “Add New Campaign” options are visible.
       

    • Toggle OFF (Disabled):
      The system restricts the user from adding customers to campaigns.Campaign-related options are hidden or disabled.

       

    • Allow to Add Folder
       

      Applies to:

      Single Customer Profile → Right Panel → Folders Section
       

    • Toggle ON (Enabled):
      The “+ (Add Folder)” button will be visible, and the user can create new folders.

    • Toggle OFF (Disabled):
      The Add Folder button will be hidden, and the user cannot create folders.

       

      Allow to Change Customer Manager
       

    • Applies to:
      Single Customer Profile → Right Panel → Workers Section
       

    • Toggle ON (Enabled):
      The user can add/remove/change customer manager (workers) using the “+ button” and selection options.

    • Toggle OFF (Disabled):
      The add/change options will be restricted or hidden, and the user cannot modify the customer manager.

       

      View All Members Reminders
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.

      This applies to:
      Customers Page → Reminders Modal

      - Toggle ON (Enabled):
      The system allows the user to view reminders of all team members.
      - Toggle OFF (Disabled):
      The system restricts the user to view only their own reminders.

       

      Allowed to Change Customers Pricing List
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.

      • This applies to:
      Single Customer Profile → Pricing lists section

      - Toggle ON (Enabled):
      The system allows the user to view and change the customer’s pricing list. Pricing list dropdown is visible and editable in the customer profile.
      User can select and update the pricing list.
      - Toggle OFF (Disabled):
      The system restricts the user from changing the customer’s pricing list. Pricing list dropdown is hidden or not accessible in the customer profile.
      User cannot view or modify the pricing list.

       

      Send Email for Today Mission and Meeting
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.


      - Toggle ON (Enabled):
      The system allows the user to send email for today’s missions and meetings.Send email action/button is visible and enabled.
      - Toggle OFF (Disabled):
      The system restricts the user from sending email for today’s missions and meetings.Send email action/button is hidden or disabled.

       

      Add Automations
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.

      • This applies to:
      Settings → Accruing and Automation → Automation

      - Toggle ON (Enabled):
      The system allows the user to create new automations. “+ New Automation” button is visible. User can add new automation records.
      - Toggle OFF (Disabled):
      The system restricts the user from creating automations. “+ New Automation” button is hidden. User cannot add new automation records.

       

      Edit Automations
       

      • Who can access:
      • Owner: Always has access (toggle does not restrict).
      • Member Admin / Team Member: Access only if toggle is ON.

      • This applies to:
      Settings  → Accruing and Automation → Automation

      - Toggle ON (Enabled):
      The system allows the user to edit existing automations. Edit action (pencil icon) is visible and enabled. User can modify automation details.
      - Toggle OFF (Disabled):
      The system restricts the user from editing automations. Edit action (pencil icon) is hidden or disabled. User cannot modify automation details.

       

    • Add Customer Work Time
       

      Applies to:
      Work Diary → User List → Click on User Name → Date-wise Calendar View → Click on Specific Date → Working Time Popup
       

    • Toggle ON (Enabled):
      The “+ (Add)” button will be visible, and the user can add new working time entries.

    • Toggle OFF (Disabled):
      The Add button will be hidden, and the user cannot add new entries.

       

    • Edit Customer Work Time
       

      Applies to:
      Work Diary → User List → Click on User Name → Date-wise Calendar View → Click on Specific Date → Working Time Popup
       

    • Toggle ON (Enabled):
      The Edit icon/button will be visible, and the user can modify working time records.

    • Toggle OFF (Disabled):
      The Edit option will be hidden, and records cannot be modified.

       

    • Delete Customer Work Time
       

      Applies to:

      Single Customer Profile → Working Time → Action Column
       

    • Toggle ON (Enabled):
      The Delete icon/button will be visible, and the user can remove working time entries.

    • Toggle OFF (Disabled):
      The Delete option will be hidden, and records cannot be deleted




       

    • Document Tab Permissions
       

      The Document Tab toggles in Roles & Modules → Modules → Document Tab control which document sections are visible inside the Single Customer Profile.
       

       

      Order Proposals
       

      This applies to:

      Single Customer Profile → Order → Order Proposals
       

      - Toggle ON (Enabled):
      The Order Proposals tab will be visible, and the user will be able to view and access order proposals.

      - Toggle OFF (Disabled):
      The Order Proposals tab will be hidden, and the user will not be able to access order proposals.

       

       

      Purchase Orders
       

      This applies to:
      Single Customer Profile → Order → Purchase Orders
       

      - Toggle ON (Enabled):
      The Purchase Orders tab will be visible and the user can access purchase orders.

      - Toggle OFF (Disabled):
      The Purchase Orders tab will be hidden.

       

      Detail Orders
       

      This applies to:
      Single Customer Profile → Order → Detail Orders
       

      - Toggle ON (Enabled):
      The Detail Orders tab will be visible and accessible.

      - Toggle OFF (Disabled):
      The Detail Orders tab will not be visible.

       

      Product
       

      This applies to:
      Single Customer Profile → Order → Product
       

      - Toggle ON (Enabled):
      The Product tab will be visible and the user can access product-related documents.

      - Toggle OFF (Disabled):
      The Product tab will be hidden.

       

      Tax Invoices
       

      This applies to:
      Single Customer Profile → Invoice → Tax Invoices
       

      - Toggle ON (Enabled):
      The Tax Invoices tab will be visible and the user can view tax invoices.

      - Toggle OFF (Disabled):
      The Tax Invoices tab will be hidden.

       

      Credit Invoices
       

      This applies to:
      Single Customer Profile → Invoice → Credit Invoices
       

      - Toggle ON (Enabled):
      The Credit Invoices tab will be visible.

      - Toggle OFF (Disabled):
      The Credit Invoices tab will not be visible.

       

      Proforma Invoices
       

      This applies to:
      Single Customer Profile → Invoice → Proforma Invoices
       

      - Toggle ON (Enabled):
      The Proforma Invoices tab will be visible.

      - Toggle OFF (Disabled):
      The Proforma Invoices tab will be hidden.

       

      Delivery
       

      This applies to:
      Single Customer Profile → Invoice → Delivery
       

      - Toggle ON (Enabled):
      The Delivery tab will be visible and accessible.

      - Toggle OFF (Disabled):
      The Delivery tab will be hidden.

       

      Receipts
       

      This applies to:
      Single Customer Profile → Invoice → Receipts
       

      - Toggle ON (Enabled):
      The Receipts tab will be visible and the user can view receipts.

      - Toggle OFF (Disabled):
      The Receipts tab will not be visible.

       

      Receipt Tax Invoices
       

      This applies to:
      Single Customer Profile → Invoice → Receipt Tax Invoices
       

      - Toggle ON (Enabled):
      The Receipt Tax Invoices tab will be visible.

      - Toggle OFF (Disabled):
      The Receipt Tax Invoices tab will be hidden.

       

      GR/IR
       

      This applies to:
      Single Customer Profile → Invoice → GR/IR
       

      - Toggle ON (Enabled):
      The GR/IR tab will be visible and accessible.

      - Toggle OFF (Disabled):
      The GR/IR tab will not be visible.



       

      Setting Module – Description
       

      The Setting Module section controls access to various system configuration pages such as app settings, invoice settings, email settings, social accounts, widgets, etc.

      These toggles allow you to show/hide settings pages and control access for team members.
       

      Access The Settings Modules
       

      Owner: Always full access (not affected by toggles)

      Team Member / Member Admin: Access based on ON/OFF

       

      Digital Card Settings
       

      This applies to:

      Settings → Profile → Digital Card Settings
       

      - Toggle ON (Enabled):
      The Digital Card Settings will be visible and accessible.

      - Toggle OFF (Disabled):
      The Digital Card Settings will not be visible.


      Card Meeting Times
       

      This applies to:

      Settings → Profile → Card Meeting Times
       

    • Toggle ON (Enabled):
      The Card Meeting Times will be visible and accessible.

    • Toggle OFF (Disabled):
      The Card Meeting Times will not be visible.

       

      Company Working Time
       

      This applies to:

      Settings → Profile → Company Working Time
       

    • Toggle ON (Enabled):
      The Company Working Time will be visible and accessible.

    • Toggle OFF (Disabled):
      The Company Working Time will not be visible.

       

      Social Networks
       

      This applies to:

      Settings → Profile → Social Networks
       

    • Toggle ON (Enabled):
      The Social Networks will be visible and accessible.

    • Toggle OFF (Disabled):
      The Social Networks will not be visible.

       

      Article Categories
       

      This applies to:

      Settings → Profile → Article Categories
       

    • Toggle ON (Enabled):
      The Article Categories will be visible and accessible.

    • Toggle OFF (Disabled):
      The Article Categories will not be visible.

       

      Gallery
       

      This applies to:

      Settings → Profile → Gallery
       

    • Toggle ON (Enabled):
      The Gallery will be visible and accessible.

    • Toggle OFF (Disabled):
      The Gallery will not be visible.

       

      My Packages
       

      This applies to:

      Settings → Company Settings → My Packages
       

    • Toggle ON (Enabled):
      The My Packages will be visible and accessible.

    • Toggle OFF (Disabled):
      The My Packages will not be visible.

       

    • Invoice Settings
       

      This applies to:

      Settings → Company Settings → Invoice Settings
       

    • Toggle ON (Enabled):
      The Invoice Settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The Invoice Settings will not be visible.

       

      Export Invoices
       

      This applies to:

      Settings → Company Settings → Export Invoices
       

    • Toggle ON (Enabled):
      The Export Invoices will be visible and accessible.

    • Toggle OFF (Disabled):
      The Export Invoices will not be visible.
       

      Domain
       

      This applies to:

      Settings → Company Settings → Domain
       

    • Toggle ON (Enabled):
      The Domain will be visible and accessible.

    • Toggle OFF (Disabled):
      The Domain will not be visible.

       

      App Settings
       

      This applies to:

      Settings → Company Settings → App Settings
       

    • Toggle ON (Enabled):
      The App Settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The App Settings will not be visible.

       

      My Social Accounts
       

      This applies to:

      Settings → Company Settings → My Social Accounts
       

    • Toggle ON (Enabled):
      The My Social Accounts will be visible and accessible.

    • Toggle OFF (Disabled):
      The My Social Accounts will not be visible.

       

      Client Work Category
       

      This applies to:

      Settings → Company Settings → Client Work Category
       

    • Toggle ON (Enabled):
      The Client Work Category will be visible and accessible.

    • Toggle OFF (Disabled):
      The Client Work Category will not be visible.

       

      Status Control
       

      This applies to:

      Settings → Company Settings → Status Control
       

    • Toggle ON (Enabled):
      The Status Control will be visible and accessible.

    • Toggle OFF (Disabled):
      The Status Control will not be visible.

       

      Widgets
       

      This applies to:

      Settings → Company Settings → Widgets
       

    • Toggle ON (Enabled):
      The Widgets will be visible and accessible.

    • Toggle OFF (Disabled):
      The Widgets will not be visible.

       

      Company Stamp
       

      This applies to:

      Settings → Company Settings → Company Stamp
       

    • Toggle ON (Enabled):
      The Company Stamp will be visible and accessible.

    • Toggle OFF (Disabled):
      The Company Stamp will not be visible.

       

      Module
       

      This applies to:

      Settings → Biz1 Settings → Module
       

    • Toggle ON (Enabled):
      The Module settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The Module settings will not be visible.

       

      Email Settings
       

      This applies to:

      Settings → Biz1 Settings → Email Settings
       

    • Toggle ON (Enabled):
      Email Settings will be visible and accessible.

    • Toggle OFF (Disabled):
      Email Settings will not be visible.

       

      Email Accounts
       

      This applies to:

      Settings → Biz1 Settings → Email Settings → Email Accounts
       

    • Toggle ON (Enabled):
      The Email Accounts will be visible and accessible.

    • Toggle OFF (Disabled):
      The Email Accounts will not be visible.

       

      Email Templates
       

      This applies to:

      Settings → Biz1 Settings → Email Settings → Email Templates
       

    • Toggle ON (Enabled):
      The Email Templates will be visible and accessible.

    • Toggle OFF (Disabled):
      The Email Templates will not be visible.

       

      Automatic Email Answer
       

      This applies to:

      Settings → Biz1 Settings → Email Settings → Automatic Email Answer
       

    • Toggle ON (Enabled):
      Automatic Email Answer will be visible and accessible.

    • Toggle OFF (Disabled):
      It will not be visible.

       

      Phone and SMS Settings
       

      This applies to:

      Settings → Biz1 Settings → Phone and SMS Settings
       

    • Toggle ON (Enabled):
      The Phone and SMS Settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The Phone and SMS Settings will not be visible.

       

      Add Unanswered Call as Client Task
       

      This applies to:

      Settings → Biz1 Settings → Phone and SMS Settings → Add Unanswered Call as Client Task
       

    • Toggle ON (Enabled):
      The option will be visible and accessible.

    • Toggle OFF (Disabled):
      The option will not be visible.

       

    • Automatic Answer to SMS
       

      This applies to:

      Settings → Biz1 Settings → Phone and SMS Settings → Automatic Answer to SMS
       

    • Toggle ON (Enabled):
      Automatic SMS reply will be visible and accessible.

    • Toggle OFF (Disabled):
      It will not be visible.

       

      Phone Number View
       

      This applies to:

      Settings → Biz1 Settings → Phone and SMS Settings → Phone Number View
       

    • Toggle ON (Enabled):
      Phone numbers will be visible.

    • Toggle OFF (Disabled):
      Phone numbers will be hidden.

       

      SMS Sender
       

      This applies to:

      Settings → Biz1 Settings → Phone and SMS Settings → SMS Sender
       

    • Toggle ON (Enabled):
      The SMS Sender will be visible and accessible.

    • Toggle OFF (Disabled):
      The SMS Sender will not be visible.

       

      Call Bounce Option
       

      This applies to:

      Settings → Biz1 Settings → Phone and SMS Settings → Call Bounce Option
       

    • Toggle ON (Enabled):
      Call Bounce option will be visible and accessible.

    • Toggle OFF (Disabled):
      It will not be visible.

       

      Customize Customers and Projects
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects
       

    • Toggle ON (Enabled):
      Customization settings will be visible and accessible.

    • Toggle OFF (Disabled):
      Customization settings will not be visible.

       

      Folders
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects → Folders
       

    • Toggle ON (Enabled):
      Folders will be visible and accessible.

    • Toggle OFF (Disabled):
      Folders will not be visible.

       

      Field
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects → Field
       

    • Toggle ON (Enabled):
      Field settings will be visible and accessible.

    • Toggle OFF (Disabled):
      Field settings will not be visible.

       

      Dashboard Fields
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects → Dashboard Fields
       

    • Toggle ON (Enabled):
      Dashboard Fields will be visible and accessible.

    • Toggle OFF (Disabled):
      Dashboard Fields will not be visible.

       

      Tags
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects → Tags
       

    • Toggle ON (Enabled):
      Tags will be visible and accessible.

    • Toggle OFF (Disabled):
      Tags will not be visible.

       

      Projects Fields
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects → Projects Fields
       

    • Toggle ON (Enabled):
      Projects Fields will be visible and accessible.

    • Toggle OFF (Disabled):
      Projects Fields will not be visible.

       

      Labels and Statuses
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects → Labels and Statuses
       

    • Toggle ON (Enabled):
      Labels and Statuses will be visible and accessible.

    • Toggle OFF (Disabled):
      Labels and Statuses will not be visible.

       

      Project Column
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects → Project Column
       

    • Toggle ON (Enabled):
      Project Column will be visible and accessible.

    • Toggle OFF (Disabled):
      Project Column will not be visible.

       

      Date Setting
       

      This applies to:

      Settings → Biz1 Settings → Date Setting
       

    • Toggle ON (Enabled):
      Date Setting will be visible and accessible.

    • Toggle OFF (Disabled):
      Date Setting will not be visible.

       

      API, Zapier, Calendar
       

      This applies to:

      Settings → Biz1 Settings → API, Zapier, Calendar
       

    • Toggle ON (Enabled):
      The API, Zapier, Calendar settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The settings will not be visible.

       

      API Translator
       

      This applies to:

      Settings → Biz1 Settings → API, Zapier, Calendar → API Translator
       

    • Toggle ON (Enabled):
      The API Translator will be visible and accessible.

    • Toggle OFF (Disabled):
      The API Translator will not be visible.

       

      Zapier Webhook
       

      This applies to:

      Settings → Biz1 Settings → API, Zapier, Calendar → Zapier Webhook
       

    • Toggle ON (Enabled):
      The Zapier Webhook will be visible and accessible.

    • Toggle OFF (Disabled):
      The Zapier Webhook will not be visible.

       

      Google Calendar
       

      This applies to:

      Settings → Biz1 Settings → API, Zapier, Calendar → Google Calendar
       

    • Toggle ON (Enabled):
      The Google Calendar will be visible and accessible.

    • Toggle OFF (Disabled):
      The Google Calendar will not be visible.

       

      Payments
       

      This applies to:

      Settings → Biz1 Settings → Payments
       

    • Toggle ON (Enabled):
      The Payments settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The Payments settings will not be visible.

       

      Default Page
       

      This applies to:

      Settings → Biz1 Settings → Default Page
       

    • Toggle ON (Enabled):
      The Default Page settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The Default Page settings will not be visible.

       

      Payments Projects
       

      This applies to:

      Settings → Biz1 Settings → Payments Projects
       

    • Toggle ON (Enabled):
      The Payments Projects will be visible and accessible.

    • Toggle OFF (Disabled):
      The Payments Projects will not be visible.

       

      Customer Ordering
       

      This applies to:

      Settings → Biz1 Settings → Customer Ordering
       

    • Toggle ON (Enabled):
      The Customer Ordering settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The Customer Ordering settings will not be visible.

       

      Missions Steps
       

      This applies to:

      Settings → Biz1 Settings → Missions Steps
       

    • Toggle ON (Enabled):
      The Missions Steps will be visible and accessible.

    • Toggle OFF (Disabled):
      The Missions Steps will not be visible.

       

      Customer Timer Category
       

      This applies to:

      Settings → Biz1 Settings → Customer Timer Category
       

    • Toggle ON (Enabled):
      The Customer Timer Category will be visible and accessible.

    • Toggle OFF (Disabled):
      The Customer Timer Category will not be visible.

       

      Accruing Missions
       

      This applies to:

      Settings → Accruing and Automation → Accruing Missions
       

    • Toggle ON (Enabled):
      The Accruing Missions will be visible and accessible.

    • Toggle OFF (Disabled):
      The Accruing Missions will not be visible.

       

      Accruing Appointments
       

      This applies to:

      Settings → Accruing and Automation → Accruing Appointments
       

    • Toggle ON (Enabled):
      The Accruing Appointments will be visible and accessible.

    • Toggle OFF (Disabled):
      The Accruing Appointments will not be visible.

       

      Accruing Automation
       

      This applies to:

      Settings → Accruing and Automation → Accruing Automation
       

    • Toggle ON (Enabled):
      The Accruing Automation will be visible and accessible.

    • Toggle OFF (Disabled):
      The Accruing Automation will not be visible.

       

      Categories
       

      This applies to:

      Settings → Site Builder → Categories
       

    • Toggle ON (Enabled):
      The Categories will be visible and accessible.

    • Toggle OFF (Disabled):
      The Categories will not be visible.

       

      Shopping Mall
       

      This applies to:

      Settings → Site Builder → Shopping Mall
       

    • Toggle ON (Enabled):
      The Shopping Mall will be visible and accessible.

    • Toggle OFF (Disabled):
      The Shopping Mall will not be visible.

       

      Show Upper Graph
       

      This applies to:

      Settings → Special Modules → Show Upper Graph
       

    • Toggle ON (Enabled):
      The Upper Graph will be visible.

    • Toggle OFF (Disabled):
      The Upper Graph will not be visible.

       

      Ticket Department
       

      This applies to:

      Settings → Company Settings → Ticket Department
       

    • Toggle ON (Enabled):
      The Ticket Department will be visible and accessible.

    • Toggle OFF (Disabled):
      The Ticket Department will not be visible.

       

      Tabs Settings
       

      This applies to:

      Settings → Biz1 Settings → Customize Customers And Projects → Tabs Settings
       

    • Toggle ON (Enabled):
      The Tabs Settings will be visible and accessible.

    • Toggle OFF (Disabled):
      The Tabs Settings will not be visible.

       

      Gantt Chart
       

      This applies to:

      Main Page → Advance (Top Header Menu) → Gantt Chart
       

    • Toggle ON (Enabled):
      The Gantt Chart menu will be visible in the Advance section.

    • Toggle OFF (Disabled):
      The Gantt Chart menu will not be visible.

       

      Source Log
       

      This applies to:

      Main Page → Advance (Top Header Menu) → Source Log
       

    • Toggle ON (Enabled):
      The Source Log menu will be visible in the Advance section.

    • Toggle OFF (Disabled):
      The Source Log menu will not be visible.





       

      Softphone Details: Configuration Guide
       

      The Softphone icon (phone with signal waves) in the Team Member list allows you to integrate a VoIP service directly into a user’s account. This enables them to make and receive calls from the platform.

       

      1. Core Connection Settings
       

      - Method: Select the communication provider (e.g., Biz1 App).

      - SIP Domain / IP & Proxy: Enter the server address provided by your VoIP service (e.g., sip.zadarma.com).

      - SIP Username & Password: The unique login credentials for the specific user's phone line.
       

      2. Identity & Connectivity
       

      - Display Name: The name shown to the receiver during an outgoing call.

      - SIP Port: Typically set to 5061 or 5060 depending on the provider's requirements.

      - STUN Server: Helps the phone connect through firewalls (e.g., stun.zadarma.com).
       

      3. Security Protocols
       

      - TLS (Transport Layer Security): Check this to encrypt call signaling.

      - SRTP (Secure Real-time Transport Protocol): Check this to encrypt the actual voice data/audio.





       

      Support Login: Quick Access Guide
       

      The Support Login (link icon) allows an administrator to quickly access a specific team member's account for setup.

       

      1. What to Click
       

      - Click the Link icon (the last icon in the "Actions" column on the right).
       

      2. What it is Used For
       

      - Copy Link: Clicking the icon automatically copies a unique Support Login URL to your clipboard.

      - Member-Specific Access: Paste this link into any browser to log in directly as that member without needing their password.

       

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