Administer

Goal

Find tenant administration screens that control identity, modules, extensibility, portals, fiscal connectors, and plan usage.

Who it is for

Tenant admins and managers who configure the tenant (not day-to-day clerks).

What you configure here

Area	Open	Permission
Users and roles	Administration → Users & roles	users.view / roles.manage
Modules	Administration → Modules	tenant.manage
Tenant settings	Administration → Tenant settings	tenant.manage
Custom fields	Administration → Customization → Custom Fields	custom_field.view
Saved reports	Administration → Customization → Saved Reports	saved_report.view
Document types / approval policies	Administration → Extensibility	extensibility.view
Automation	Administration → Automation	automation.view
Integrations & API	Administration → Integrations & API	integration.view
Industry packs / data migration / subscription	Administration → Organization	pack / migration.import / subscription.view
Calendar / portal setup	Overview side nav	calendar.admin, customer_portal.admin, supplier_portal.admin
Multi-entity / e-invoicing	Accounting Reporting / Operations Fiscal	multi_entity.admin, e_invoicing.admin
Catalog sync	Trade → Catalog sync	commerce.view
HR integrations	HR → HR Integrations	hr_integrations.manage

Related

• Users and roles
• Modules
• Tenant settings
• Custom fields
• Integrations
• Tenant admin persona