Founder / Admin setup

The Founder/Admin workspace is where company-wide configuration happens. From here, the Admin role covers company & branding setup, all-role permission control, product & module management, full financial visibility, global reports & exports, and system-wide announcements.

Branding and company information

You can configure your company name, logo, favicon and contact details so the workspace reflects your business rather than a generic template. Modules, roles, workflows and the entire UI can also be customized as a paid service on top of the base product if you need something beyond the built-in settings.

Operational configuration

Once branding is in place, company-level setup typically continues with the pieces the rest of this documentation covers in order: adding your team and assigning roles, configuring products your team will sell or track, and setting up your lead management structure (folders, sources) before you start distributing leads.

Only document settings you can see in your own build — if a setting isn't present in your installed version, it isn't part of your current configuration.