Admin & Settings
Configuration starts with a hub now, not a wall of tabs.
Admin Hub
People, configuration, integrations, and system controls live here.
The sidebar gets one clean Settings entry. Everything else is discovered here and opened on the existing page or legacy admin panel when needed.
People
Users, permissions, and organizational structure
User Management
User Management
Create, edit, deactivate users, and manage business-level access.
OpenRoles & Permissions
Roles & Permissions
Role definitions and permission sets stay accessible through the existing admin panel.
OpenPage Access
Page Access Matrix
Control which roles can see each page in the sidebar. Toggle access per role in a single grid.
OpenRegions & Territories
Regions & Territories
Manage ZIP coverage, regional ownership, and territory assignments.
OpenTeams
Teams
Keep team maintenance off the nav while preserving the legacy management tools.
OpenInstaller Profiles
Installer Profiles
Capabilities, status, coverage, and profile maintenance for installers.
OpenConfiguration
Commercial controls, pricing rules, and operating defaults
Commission Setup
Commission Setup
Configure payout structures, group logic, and override policy.
OpenMargin Controls
Margin Controls
Margin guardrails, price-floor cues, and commercial thresholds.
OpenTax Configuration
Tax Configuration
Jurisdictions, exemptions, and line-type rules.
OpenProduct Catalog
Product Catalog
Products, vendor costs, pricing defaults, and minimum sell settings.
OpenService Rate Card
Service Rate Card
Installer cost rates, labor add-ons, fees, and margin controls for every service.
OpenWarehouse Operations
Warehouse & Inventory
Inventory levels, purchase orders, receiving, and vendor catalog.
OpenIntegrations
Project systems, accounting, and lead-source connections
.NET Project System
.NET Project System
Connection config, sync health, and event status.
OpenQuickBooks
QuickBooks
OAuth, sync status, and accounting alignment controls.
OpenFinance Integrations
Finance Integrations
QuickBooks Online + Avalara AvaTax transaction flow, mappings, and tax governance matrix.
OpenLead Sources
Lead Sources
Manage lead intake sources, toggle active status, and add new vendors.
OpenHealth Monitor
Integration Health
Live status dashboard for QuickBooks, Flooring Studio .NET, and outbound webhooks.
OpenTools & Operations
Operational tools, documents, and field utilities
Product Catalogue
Product Catalogue
Visual product catalogue for sales reps — browse by category, style, and color.
OpenDocuments
Documents
Contracts, work authorization forms, and document templates.
OpenField Permissions
Field Permissions
Control which fields each role can view or edit on key forms.
OpenData Import
Import Data
Bulk import customers, products, and other data from CSV/Excel.
OpenNotifications
Notification Settings
Configure email and push notification preferences for your team.
OpenSystem
Auditability and demo-environment controls
Audit Log
System Audit Log
Track every admin-level change — users, roles, settings, territories, and permissions.
OpenDemo Tools
Demo Tools
Demo walkthrough access without exposing debug chrome in the UI.
OpenWebhooks
Outbound Webhooks
Configure outbound webhook endpoints for system event notifications.
OpenDeveloper
API Documentation
Complete endpoint reference for the Built Correct platform API.
Open