FAQs

Rollout, plan, and access-control questions answered.

Everything here is focused on rollout speed, subscription behavior, and role-based governance.

Onboarding & Fit

Which businesses can use this platform?

Service, trading, and manufacturing businesses can use the platform for structured pricing and quote governance.

How quickly can we start?

Most teams can create a workspace, complete company profile details, and begin module setup on day one.

Can onboarding be done in steps?

Yes. Signup is split into account setup, company details, and business profile to keep onboarding simple.

Plans & Subscription

Why can quote creation appear locked?

Quote creation follows tenant subscription and active status checks. With inactive status, creation is gated.

What is included in Admin plan?

Admin plan includes one admin seat, tenant admin panel access, and support for additional purchased users.

Can we move from Free to Admin later?

Yes. You can upgrade and continue in the same tenant workspace.

Roles & Access Control

Who can access Platform Admin?

Only users explicitly marked as platform admin should see and open platform admin routes.

What does tenant admin manage?

Tenant admin manages profile, organization, plan details, and users based on purchased seats and active subscription.

Is module visibility permission-based?

Yes. Sidebar modules render based on the user permission set and tenant context.

Need help choosing your rollout plan?

Compare plans, choose your workspace model, and scale seats as the team grows.