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Platform Admin, Security & Governance

Platform Admin, Security & Governance is a module that manages system administration, user access, organizational hierarchy, security controls, configurations, compliance, and governance to ensure secure and efficient business operations.

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Supervisor Login

Supervisor Login provides supervisors with controlled access to monitor and authorize field operations.

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advanced

Transaction OTP

Transaction OTP adds an additional layer of security by requiring one-time password verification for sensitive transactions.

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basic

Hierarchy Filters

Filter data by region, area, branch, route, product category, subcategory, product, and multipack.

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basic

Company-Level Settings

Configure mobile, inventory, route, transaction, print, EOD, WhatsApp, and SpeakOrder settings.

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advanced

Attachments to All Transactions

Attach files and images to transactions during import and access them later through the admin portal.

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basic

Document Code Management

Manage custom document codes, last document codes, and route last codes.

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advanced

Attachment Browser

Admin can browse uploaded transaction files by route or branch in folder-style view.

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advanced

Customer Survey Checklist

Customer Checklist & Survey: Create checklists and capture customer checklist and survey responses directly from the mobile application.

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advanced

Check-In / Check-Out Checklist

Support customer visit checklist flows for entry and exit verification.

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advanced

Country / Region / Branch /Area Hierarchy

Manage geographic and business hierarchy for better filtering and route control.

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basic

Distributor Management

Manage distributors, distributor customers, distributor orders, and distributor reports.

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advanced

Multi-Company / Multi-Branch SaaS

Supports multiple organizations, branches, routes, users, and secure tenant separation.

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advanced

Audit Logs

Track system activity and business changes for admin visibility.

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advanced

Subscription and Plan Management

Manage SaaS plans, plan features, billing cycles, promotions, and organization subscriptions.

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basic

Role and Permission Control

Manage users, roles, permissions, route access, and mobile permission checks.

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basic

Supervisor Dashboard

Supervisors can view transactions and route/team performance from mobile.

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