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mERP SOP PlatformPlatform
Platform Operator Demo Example
Platform Operator · Example Foods Collective · Sample Bakery Company

Platform Administration Example

Manage the service without entering customer documents.

Customer documents stay private
Platform operators do not see customer documents.
Service status Example
  • Sign-in Operating (example)
  • Procedure library Operating (example)
  • Print and export Operating (example)
  • Email notices Not connected
Customer accounts Example
Example Foods Collective
Group
Example Foods Group
Companies
2
Sites
3
Plan
Example plan
Account status
Active (example)

Service configuration

Sign-in and access

How people sign in and which products an account can use. Set for each customer account.

Example
Branding defaults

The plum look and the two display languages used when a company has not set its own.

Example
Notices and email

Service notices and the sender used for invitations.

Not connected Example
Connections

Links to other products. These are planned integrations.

Not connected Example
Preview controls

Display only. This does not sign anyone in or change access.

Example business

Example person