The RUNES Philosophy

RUNES is a Reusable Unified Network & Enterprise System. It serves as a comprehensive digital workspace where all of your daily business tools (modules) are unified under one roof. Instead of logging into five different software products, your team logs into RUNES.

The UI Layout

• Left Sidebar: This is your main navigation hub. It dynamically updates based on the modules your company has installed and the permissions you hold.
• Top Navbar: Contains global utilities like your user profile, notifications, and quick-actions.
• The Rune Center (Marketplace): Accessible by administrators to discover and install new capabilities.

Tenant Management

Tenant Isolation

RUNES is designed for enterprise security. Every company (Tenant) exists in a strictly isolated database schema. This means your data is mathematically separated from every other company using the platform. For administrators, this means absolute peace of mind.

Navigating the Workspace

Users only see what they are allowed to see. If you do not have permission to view the Contact Hub, it simply will not appear in your Left Sidebar. Navigation between modules is seamless—switching from your Task Manager to Cloud Storage feels instantaneous because they all run on the same core platform.

Global Profile & Identity

Your user profile and corporate branding are global. If an administrator changes the company's primary color in the Brand & Identity module, that color cascades through the entire platform instantly. Similarly, updating your avatar updates it everywhere.

Core Features

Global Search & Navigation

Users can rapidly navigate the platform. If enabled, pressing ⌘K (Mac) or Ctrl+K (Windows) opens the global command palette, allowing you to instantly jump to specific modules, contacts, or tasks without using the mouse.

Unified Notifications

The platform features a centralized Event Bus. When a task is assigned to you, or a document is shared, you receive a notification instantly in the Top Navbar, and a secure email is dispatched to your inbox (if the Mail Engine is configured).

The Dynamic [[token]] System

Many modules (like the Document Designer) support a powerful token system. Typing tokens like [[ user.name ]] or [[ company.address ]] into supported fields will automatically pull real-time data from other modules and insert it for you, eliminating manual data entry.

The Rune Center

The Rune Center is the beating heart of platform expansion. Instead of buying separate software subscriptions for HR, Sales, and Operations, Tenant Administrators can browse the "Get More Runes" store to add these capabilities directly to their workspace.

• Discovery: Admins can view beautiful marketing pages for each module, outlining features, screenshots, and exact pricing.
• Transparency: Before installation, you can see exactly what dependencies a module requires and what system permissions it will request (e.g., "Can delete user accounts").

Activation & Billing

Activating a module is instant. When an administrator clicks Activate, the system provisions a dedicated database space for that module inside your isolated Tenant schema.

• No Installation Delays: There is no software to download. The features simply unlock and appear in your Left Sidebar instantly.
• Graceful Suspension: If you decide to cancel a module, you can suspend it. This immediately removes access for your users but safely archives your data so you can reactivate it later without loss.

Pricing Models

RUNES is designed to scale with your business. We offer transparent, predictable billing structures.

Base Platform Fee

You pay a standard monthly platform fee. This covers the isolated cloud hosting, security, and the essential Core features (like Tenant Identity and User Management).

Module-Based Fee

Some modules (like the Mail Engine or Cloud Storage Base) charge a flat monthly fee. Whether you have 10 employees or 10'000, the price for that specific module remains exactly the same.

Seat-Based Fee

For modules that scale heavily with human interaction (like the Task Manager or Contact Hub), pricing is calculated on a per-seat basis. You only pay for the users who actively hold permissions to use that module.

Billing Cycles

All active subscriptions are automatically prorated and consolidated into a single monthly invoice. You will never have to manage five different billing dates for five different tools.

The Creator Economy

RUNES isn't just a platform; it's an ecosystem. As a developer, you can build custom enterprise modules (Runes) and publish them to the global Rune Store.

You have complete control over your pricing model (Flat-Rate or Per-User). When a tenant subscribes to your module, you keep 80% of the revenue. ValkyTech retains 20% to handle cloud hosting, billing processing, and platform security. If you build a killer CRM module that 100 companies subscribe to for $50/month, you generate a recurring $4,000/month.

The Architecture Rules

To maintain enterprise-grade security and stability, your module must follow strict rules:

• Schema-Based Multi-Tenancy: Your module's data is routed automatically. You MUST NOT define a schema in your SQLAlchemy __table_args__. You MUST prefix all tables with your module name (e.g., feedback_loop_entries) to prevent collisions.
• The Anti-Coupling Rule: You must NEVER import code from modules/another_module. If you need to communicate, you must emit and listen to the Core Event Bus (core.events.bus).
• The Premium Aesthetic: Do not build ugly tools. You must use the core/base.html template, the core/macros/ui.html library, and adhere to the "frosted glass" and "accent dot" design language.

Step-by-Step Boilerplate

To start, create a root folder named feedback_loop. The name must be the same as your chosen name in your manifest file.

Directory Structure

modules/
└── feedback_loop/
    ├── manifest.json
    ├── __init__.py
    ├── models.py
    ├── views.py
    └── templates/
        └── feedback_loop/
            └── index.html

manifest.json

This file registers your module with the Core Registry.

{
    "name": "feedback_loop",
    "display_name": "Feedback Loop",
    "version": "1.0.0",
    "author": "Your Name/Company",
    "dependencies": [],
    "ui_hooks": {
        "sidebar": {
            "dashboard": {
                "icon": "comment-dots",
                "label": "Feedback",
                "route": "feedback_loop.index",
                "permission": "view_feedback"
            }
        }
    },
    "provided_permissions": {
        "view_feedback": "Can read feedback.",
        "manage_feedback": "Can delete feedback."
    },
    "marketing": {
        "tagline": "Listen to your users.",
        "long_description": "<p>A simple tool to collect internal team feedback.</p>",
        "features": ["Anonymous Submissions", "Trend Analytics"],
        "media": []
    },
    "author_contact": "[email protected]"
}

__init__.py

Define your Flask Blueprint so the Core can load it dynamically.

from flask import Blueprint

bp = Blueprint(
    'feedback_loop', 
    __name__, 
    template_folder='templates'
)

# Import views to register routes
from . import views

models.py

Define your database tables. Notice the strict prefix!

import uuid
from datetime import datetime
from core.extensions import db
from sqlalchemy.dialects.postgresql import UUID

class FeedbackEntry(db.Model):
    __tablename__ = 'feedback_loop_entries'

    id = db.Column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
    content = db.Column(db.Text, nullable=False)
    created_at = db.Column(db.DateTime, default=datetime.utcnow)

views.py

Define your routes and use the Event Bus.

from flask import render_template
from . import bp
from core.events import bus
from core.security import require_permission

@bp.route('/')
@require_permission('view_feedback')
def index():
    # Emit an event that other modules can listen to
    bus.emit('feedback_loop.dashboard_viewed', data={"user": "someone"})
    return render_template('feedback_loop/index.html')

templates/feedback_loop/index.html

Follow the strict UI standards.

{% extends "core/base.html" %}
{% import "core/macros/ui.html" as ui %}

{% block title %}Feedback | RUNES{% endblock %}

{% block content %}
<div class="animate-in">
    <div class="row align-items-center mb-5">
        <div class="col-lg-8">
            <h1 class="massive-text">Feedback<span class="text-primary">.</span></h1>
            <p class="text-muted lead fw-medium opacity-50 mt-2">Listen to your team.</p>
        </div>
    </div>

    {% call ui.card(title="Recent Feedback", icon="comment-dots") %}
        <p>No feedback yet!</p>
        <button class="btn btn-primary rounded-pill px-4 fw-bold shadow-sm">Submit New</button>
    {% endcall %}
</div>
{% endblock %}

Publishing Your Module

Once your module is complete and tested locally, you are ready for the global stage.

1. Zip your feedback_loop directory (or provide a secure Git repository link).
2. Submit it to the ValkyTech developer portal.
3. Our engineering team conducts a mandatory Security Review (ensuring strict adherence to multi-tenancy rules and checking for malicious payloads).
4. Upon approval, your module goes live in the global Rune Store, instantly available for thousands of enterprise tenants to activate.

Overview

Contact Hub centralizes and orchestrates B2B relationships and customer management natively within the platform, acting as your single source of truth for all external interactions. Workspace members can effortlessly look up organization profiles, find contact details, and segment contacts into actionable lists.

Setup & Configuration

There are no complex configuration steps required out of the box. As long as users have the correct permissions, they can immediately begin adding companies and contacts to the directory.

Step-by-Step Usage Guide

The Global Directory

The main screen of the Contact Hub shows a paginated list of all companies in your system.

• Click the Directory link in the sidebar to view all companies, their locations, website links, and the number of contacts they have.
• Click the Manage button next to any company to view its detailed profile and manage its contacts.

Creating a New Company

1. On the Global Directory screen, click the + New Company button in the top right corner.
2. A window will appear. Fill in the Legal Name (required).
3. Optionally, you can add a VAT ID / Tax No, Website, Headquarters Address, City, Postal Code, and Country.
4. Click the Add Company button to save it. You will be taken directly to the company's profile.

Managing a Company Profile

When viewing a company, you will see its details on the left and a workspace on the right.

1. To change company information, click the Edit Company button at the top right, update the fields, and click Update Company.
2. To remove a company entirely (including all of its contacts), click the Remove button at the top right, type the company's name to confirm, and click Delete Company.

The Entity Management Workspace

The right side of the company profile contains tabs for managing different aspects of the relationship:

• Contacts: Manage the people who work at this company.
• Tickets, Invoices, Audit Log: If you have the Service Desk, Financial Ledger, or Governance & Compliance modules installed, you can manage those records here. Otherwise, these tabs will prompt you to get more features.

Adding and Managing Contacts (Personnel)

1. In the Contacts tab of a company profile, click the + Add Contact button.
2. Enter the person's First Name and Last Name (both required).
3. Select a Job Role from the dropdown list.
4. Enter their Email Address and Phone Number.
5. You can use the toggles at the bottom to mark them as a Primary Billing Contact or Technical Contact.
6. Click Save Contact.
7. To edit an existing contact, click the pencil icon next to their name.
8. To remove a contact, click the trash can icon next to their name and click Confirm Deletion.

Advanced Features & Integrations

• Service Desk Integration: If the Service Desk module is active, you can manage support tickets directly from the company's profile using the Tickets tab.
• Financial Ledger Integration: If the Financial Ledger module is active, you can automate billing and invoicing for the company through the Invoices tab.
• Governance & Compliance Integration: If this module is active, the Audit Log tab provides granular tracking of all changes and interactions with the company.
• Event Bus Broadcasting: The Contact Hub automatically broadcasts events across the platform whenever companies or contacts are created, updated, or deleted, allowing other modules to stay in sync.

Permissions Reference

Overview

Document Designer is a powerful drag-and-drop tool for creating printable layouts and dynamic PDF documents with precision. It allows you to build templates (like invoices, product datasheets, or certificates) that automatically pull in real data from other modules in the platform.

Setup & Configuration

There is no special configuration required. However, for full functionality, ensure that the Item Catalog, Contact Hub, and Cloud Storage modules are active, as Document Designer relies on them to fetch dynamic data and safely archive generated PDFs.

Step-by-Step Usage Guide

Managing Templates

The main screen lists all your existing document templates.

• To open and edit a template, click the pencil and ruler icon (Designer).
• To generate a PDF from a template, click the PDF icon.
• To delete a template, click the trash can icon.

Creating a New Template

1. On the main screen, click + New Template.
2. Enter a Template Name and an optional Description.
3. Click Initialize Designer. You will be taken directly into the drag-and-drop builder workspace.

The Drag-and-Drop Designer

The Designer screen is divided into two main areas: the A4 Canvas on the left, and the Inspector on the right.

Adding Components

In the right panel under Components, you can add elements to your canvas:

1. Click Text, Image, Line, or Table.
2. The element will appear on the canvas. You can drag it around freely and resize it using the handles on its edges.

Configuring Elements (The Inspector)

When you click on an element on the canvas, the Inspector panel on the right updates to show its properties:

1. Content / Token: Type the text you want to display. If it's an image, you can click Pick from Storage.
2. Dynamic Tokens: Click the Pick button (magic wand) to select a token. The text will automatically be replaced with real data when the document is generated.
3. Position & Size: Manually type the X/Y coordinates and Width/Height for pixel-perfect precision.
4. Text Style: Change the font size, color, font family, alignment, and formatting (bold, italic, etc.).
5. Deleting: Click the Remove Element button at the bottom of the inspector to delete the selected element.

Working with Tables

When you add a table, you can configure the number of Rows and Columns, as well as the border style. Clicking inside a specific cell allows you to add Text or Image elements directly into that cell.

Saving and Previewing

• At the bottom of the screen, you can toggle Snap to grid or Guides to help you align elements.
• Click Preview to see how the document looks without the grid lines.
• Always remember to click Save Changes when you are done.

Generating a PDF

1. From the main template list, click the PDF icon next to a template.
2. A window will appear. If the template uses dynamic data (like an Article or Contact), you will be asked to search for and select the specific record to use.
3. If the Localization module is active, you can select the Document Language.
4. Click Render Document. The system will create the PDF and securely deliver it to you.

Advanced Features & Integrations

• Dynamic Token Resolution: Document Designer automatically pulls data from other modules. When you use tokens (like an Article Name or Contact Email), the system seamlessly inserts the actual data at generation time.
• Automated Cloud Storage Backup: When you generate a PDF, it is automatically archived into the Cloud Storage module under a dedicated folder for that template type, creating a permanent, organized record.
• Cross-Module Linking: Document Designer integrates deeply with the Item Catalog (for product data), Contact Hub (for customer data), and Tenant Identity (for global brand logos and colors).

Permissions Reference

Overview

The Item Catalog is a robust Product Information Management (PIM) system that serves as the central database for all your products, services, and inventory. It allows teams to browse rich product information, organize items into categories, and manage pricing and dynamic attributes seamlessly.

Setup & Configuration

There are no major initial setup steps. As long as users have the proper permissions, they can immediately start creating categories and adding items.

• Important: If you have thousands of products, use the built-in Excel and CSV Import tool to bulk-upload your inventory rather than creating items manually.

Step-by-Step Usage Guide

Browsing the Catalog

1. Click Browse Catalog in the sidebar to view all active items.
2. You can search by product name, SKU, or filter by specific categories.
3. Clicking on any item opens its detailed view, showing its description, pricing, media assets, and technical attributes.

Managing Categories

Categories help you organize products logically (e.g., Hardware > Laptops).

1. Click Categories in the sidebar.
2. Here, you can create new categories and nest them under "parent" categories to create a hierarchy.
3. You can edit the names of categories or delete them if they are no longer needed.

Creating a New Item

1. Click Manage Items in the sidebar and click + New Item.
2. Basic Info: Enter a unique SKU, Name, and select a Category.
3. Pricing & Units: Define the default price and how the item is sold (e.g., pieces, hours, months).
4. Description: Add rich text descriptions to explain the product.
5. Media: Upload or link to images associated with the item.
6. Attributes: Add custom technical specifications or metadata to the product (e.g., "Color: Red" or "Weight: 2kg").
7. Click Save Item.

Editing or Deleting Items

1. From the Manage Items screen, locate the item you want to modify.
2. Click the Edit button to update its pricing, description, or media.
3. Click the Delete button to remove it entirely from the catalog.

Importing Data in Bulk

1. Click Import Data in the sidebar.
2. Upload a Excel or CSV file containing your product list.
3. The system will guide you through mapping your Excel and CSV columns (like "Product Name" or "Price") to the correct fields in the catalog.
4. Click Start Import to automatically create or update all the items.

Advanced Features & Integrations

• Dynamic Attributes & Tokens: Item data can be automatically pulled into the Document Designer module using tokens (e.g., [[ SKU ]] or [[ Name ]]) to instantly generate accurate product datasheets or quotes.
• Event Bus Broadcasting: Whenever a catalog item or category is created, updated, or deleted, the system automatically notifies other modules to keep data synchronized.

Permissions Reference

Overview

The Localization Engine breaks down language barriers by handling universal translations and string dictionaries for your platform. It ensures that users always see content natively in their configured locale (like English, French, or German), automatically switching out text without needing manual intervention.

Setup & Configuration

There are no complex configurations needed initially. You can immediately start defining translation dictionaries and uploading your language strings.

Step-by-Step Usage Guide

Managing String Dictionaries

Dictionaries act as folders or categories for your translations (e.g., "Mounting Types", "Product Categories", or "UI Errors").

1. Click String Dictionaries in the sidebar.
2. Here you will see a list of all active dictionaries.
3. To create a new dictionary, type a name into the "New Dictionary Name" field and click Create Dictionary.
4. To view or edit the translations inside a dictionary, click the Manage button next to it.

Adding and Editing Translations

When managing a specific dictionary, you can add individual translation keys.

1. Inside a dictionary, click + Add Translation Entry.
2. Enter a unique Index Key (like an ID number or a code phrase).
3. Fill in the translated text for each supported language (e.g., EN, DE, FR).
4. Click Save Translation.
5. To change an existing translation, click the Edit button next to the key.
6. To remove a translation completely, click the Delete button.

Importing Translations in Bulk

If you have a large list of translations, you can upload them all at once using a spreadsheet.

1. Click String Import in the sidebar.
2. Upload a Excel or CSV file containing your translations.
3. The system will ask you to map your Excel and CSV columns (like "Key", "English", "German") to the correct languages in the system.
4. Click Execute Import to automatically create or update all the translations at once.

Advanced Features & Integrations

• Dynamic String Replacement: The engine hooks deeply into other modules, such as the Document Designer. You can use translation tokens (like dict:your_key) to automatically insert the correct language text when generating PDFs or rendering screens.
• Instant Broadcasts: Changes made to translations are broadcast across the platform instantly via the Event Bus, ensuring that all modules reflect the updated text immediately.

Permissions Reference

Overview

The Mail Engine ensures your platform's notifications, alerts, and user emails are delivered reliably. It connects the system to your company's existing email servers (like Microsoft 365 or a standard SMTP server) so that all outgoing messages look professional and come from your official domain.

Setup & Configuration

This module requires initial setup by an IT administrator to function. Without this configuration, the platform cannot send emails.

• Dependencies: You will need either a Microsoft 365 Administrator account (Azure App Registration) or your company's SMTP server credentials (Host, Port, Username, and Password).

Step-by-Step Usage Guide

Configuring the Mail Server

1. Click Mail Configuration in the sidebar.
2. Under "Global Sender Information," enter the Sender Name (e.g., "Support Team") and the Sender Email Address (e.g., "[email protected]") that will appear on all outgoing emails.
3. Select your email provider setup:
   • Standard SMTP: Fill in the Host, Port, Username, and Password. Select your encryption type (usually TLS or SSL).
   • Microsoft 365: Switch to the Microsoft 365 tab and enter your Azure Tenant ID, Client ID, and Client Secret.
4. Click Save Settings.

Using the Mail Sandbox

Once your server is configured, you should test that it works.

1. Click Mail Sandbox in the sidebar.
2. Enter your personal email address in the "Recipient Email" field.
3. Type a brief test subject and message.
4. Click Fire Test Email. If the configuration is correct, you will receive the email in your inbox within a few minutes.

Advanced Features & Integrations

• Microsoft 365 Modern Auth: Unlike legacy email systems, the Mail Engine fully supports Microsoft's secure OAuth (Graph API) protocol, ensuring your emails comply with modern security policies and are not blocked.
• Platform-Wide Integration: The Mail Engine acts as the central post office for the entire platform. Other modules automatically use it behind the scenes to send notifications, password resets, and alerts.

Permissions Reference

Overview

The Cloud Storage module provides enterprise-grade file management directly within the platform. It functions like your own private, secure cloud drive where you can upload, organize, and share documents, images, and other files. It also supports seamless synchronization with your desktop computer or mobile device.

Setup & Configuration

Administrators must define the storage infrastructure before it can be fully utilized by the rest of the platform.

1. Navigate to System Paths in the sidebar.
2. Here you can configure specific folders that the system needs to function (e.g., setting the default folder where Document Designer PDFs will be saved).
3. Ensure quotas and Access Control Lists (ACLs) are properly set to prevent unauthorized access or storage limits from being exceeded.

Step-by-Step Usage Guide

Browsing and Managing Files

1. Click Cloud Storage in the sidebar to open the File Browser.
2. You will see your files and folders. You can navigate through folders just like on your computer.
3. Uploading: Use the upload button to add new files to the current folder, or drag and drop files into the browser window.
4. Organizing: You can create new folders, move files between folders, rename items, and delete files you no longer need.
5. Sharing: If permitted by your administrator, you can securely share files or folders with other users or generate secure external links.

Setting Up Desktop Sync

You can synchronize your cloud files directly to your PC or Mac using a compatible desktop client (like the Nextcloud client).

1. Click Desktop Sync in the sidebar.
2. The page will provide you with the Server Address required for the desktop client.
3. Under the "App Passwords" section, click to generate a new, specific password for your desktop client. (Never use your main platform password for the desktop client).
4. Enter the Server Address, your username, and this new App Password into the desktop sync client. Your files will now automatically sync to a folder on your computer.

Advanced Features & Integrations

• System Paths: Certain modules (like Document Designer) automatically save their generated files into specific "System Paths" within the Cloud Storage. This ensures your important documents are never scattered and are automatically organized and backed up.
• Nextcloud API Compatibility: The Storage module is built to communicate using the open Nextcloud API protocol. This means you can use standard, robust Nextcloud sync clients on Windows, Mac, iOS, or Android to access your files anywhere, without needing custom software.

Permissions Reference

Overview

Work Flow brings clarity to chaos by providing enterprise-grade Kanban boards, timelines, and analytical insights. It helps your team organize projects, track progress in real-time, and ensure that everyone knows exactly what they need to work on.

Setup & Configuration

Work Flow is ready to use immediately. Administrators should begin by creating initial Boards and Columns (e.g., "To Do", "In Progress", "Done") to match the company's specific project workflows.

Step-by-Step Usage Guide

Kanban Boards

The Kanban board is the central hub for managing project tasks visually.

1. Click Kanban Boards in the sidebar.
2. Select a board to view its columns and tasks.
3. Moving Tasks: Simply click and drag a task card from one column to another to update its status (e.g., dragging a card from "To Do" to "In Progress").
4. Creating Tasks: Click the + Add Task button at the top of a column to quickly add a new item to that specific stage.
5. Managing Boards: Administrators can click Create Board to start a new project, and can manage existing boards and their custom columns.

Task Details & Collaboration

Clicking on any task card opens its detailed view.

1. Details: You can edit the task title, description, and priority level.
2. Assignments: Assign the task to specific team members so they know they are responsible.
3. Deadlines: Set a due date so the task appears properly on the Timeline.
4. Comments: Use the comment section inside the task to discuss progress with your team in real-time.

Timeline View

1. Click Timeline View in the sidebar.
2. This provides a Gantt-style chart showing how tasks overlap over time. It is highly useful for long-term project planning and identifying scheduling bottlenecks.

My Tasks

1. Click My Tasks in the sidebar.
2. This is your personal, unified inbox. It shows every single task assigned to you across all different boards, so you know exactly what to focus on today without having to hunt through multiple projects.

Analytics

1. Click Analytics in the sidebar.
2. This dashboard provides high-level insights for management, showing productivity trends, identifying bottleneck columns where tasks get stuck, and calculating overall team velocity.

Advanced Features & Integrations

• System Integrations: Work Flow tasks can link directly to files in Cloud Storage or customers in the Contact Hub, ensuring all context is kept in one place.
• Notification Engine: The module is deeply integrated with the platform's Mail Engine. When a task is assigned to you, or when a deadline approaches, you will automatically receive an email notification. You can test this using the Notification Test sidebar link.

Permissions Reference

Overview

The Brand & Identity module allows you to take command of your digital workspace's brand footprint. It controls how the platform looks (colors and logos) and provides tools for managing your company's public-facing assets and virtual business cards.

Setup & Configuration

Administrators should configure this module first to ensure the entire workspace matches your corporate brand.

1. Navigate to Company Profile to upload your main logo and set your company name.
2. Navigate to System Settings to define your primary brand color, which will instantly cascade across all buttons and highlights in the platform.

Step-by-Step Usage Guide

Managing the Company Profile

1. Click Company Profile in the sidebar.
2. Here you can edit your company's basic information, including the official name, slogan, and contact details.
3. You can also upload your primary logo and a cinematic brand banner. These are used system-wide (e.g., automatically inserting your logo into Document Designer PDF templates).

The Asset Library

1. Click Asset Library in the sidebar.
2. This is a centralized gallery for approved corporate media (like marketing photos, alternative logos, or presentation backgrounds).
3. Any user can view and download these assets to ensure they are using the correct, up-to-date brand materials.

System Settings & Governance

1. Click System Settings in the sidebar.
2. Here you can define your brand's color palette (using Hex codes) to truly white-label your workspace.
3. You can also configure network governance settings, such as custom subdomain routing.

Login Designer

1. Click Login Designer in the sidebar.
2. This allows you to customize the public-facing login screen that your employees and clients see before entering the workspace, ensuring a premium first impression.

Advanced Features & Integrations

• Virtual Business Cards (vCards): The module allows users to generate and share digital business cards based on the official brand profile, ensuring uniform presentation when networking with external clients.
• White-Label Theme Engine: Changes to the color palette in System Settings are applied globally via dynamic CSS, instantly white-labeling the entire platform interface without needing developer intervention.

Permissions Reference

Overview

The Team Management module is the bedrock of platform security. It handles all user identities, access control, and onboarding. It ensures that the right people have the right level of access to your company's data.

Setup & Configuration

Administrators must define Security Roles before inviting a large number of users.

1. Navigate to Permissions & Roles in the sidebar.
2. Review the default roles (like "Admin" or "Employee") and create custom roles that fit your company's department structure.
3. Assign specific module permissions to each role (e.g., granting "manage_contacts" to a Sales role).

Step-by-Step Usage Guide

Inviting Team Members

1. Click Team Members in the sidebar.
2. Click the + Invite User button.
3. Enter the new team member's email address and select the Role they should be assigned.
4. The system will automatically generate a secure invitation link and send it to them via email (requires the Mail Engine to be configured).

Managing User Accounts

From the Team Members dashboard, administrators can view all active and pending users.

1. To change a user's permissions, click their profile and assign a different Role.
2. If an employee leaves the company, click the Suspend or Deactivate button on their profile. This instantly revokes their access to the entire platform without deleting historical records of their work (like tasks they completed or contacts they created).

Creating Security Roles

Roles allow you to group permissions together so you don't have to assign them individually to every single user.

1. Click Permissions & Roles in the sidebar.
2. Click + Create Role.
3. Give the role a descriptive name (e.g., "HR Manager").
4. Check the boxes next to the permissions this role should have across all installed modules.
5. Click Save Role. You can now assign this role to any team member.

Advanced Features & Integrations

• Dynamic Role-Based Access Control (RBAC): As you install new modules from the marketplace (like Contact Hub or Cloud Storage), their specific permissions automatically appear in the Permissions & Roles dashboard so you can seamlessly grant access to existing roles.
• Session Lifecycle Control: The system securely manages user sessions. If a security threat is detected, administrators can force a global logout for specific users.

Permissions Reference