Administration

DoU

Role-based access, integration health, and configuration.

Requires Business Confirmation
Roles & Permissions
Credit Team User
  • View/release orders < $50K
  • Add notes
  • Open disputes
Credit Manager
  • Release up to $250K
  • Adjust credit limits ≤ 25%
  • Approve write-offs ≤ $10K
AR Collections User
  • Manage past-due accounts
  • Record promises-to-pay
  • Apply payments
Approved Admin
  • Manage users/roles
  • Configure rules
  • Access all data
Executive Viewer
  • Read-only dashboards
  • Masked PII/financials
Integration Health
Prototype Only
JDE (orders/invoices)
Last sync 3 min ago
Synced
Boomi (middleware)
0 queued errors
Healthy
Zendesk (tickets)
Mocked
Synced
HighRadius (cash app)
3 exceptions
Pending Review
DocuSign (credit apps)
—
Mocked