Modules
Feature documentation for each module in the platform.
Suppliers Live
Routes: /suppliers, /suppliers/:id
Manage the company's supply chain. Each supplier record tracks contact info, category, relationship owner, goods supplied, and status.
Statuses
| Status | Meaning |
| Active | Current, trusted supplier |
| Pending | Under review / onboarding |
| Inactive | No longer used |
| Rejected | Failed vetting |
Documents
Five categories: Certifications, Contracts & Agreements, Quotes, Invoices, Other. Drag-and-drop upload directly to S3 via presigned URL.
Clients Live
Routes: /clients, /clients/:id
Manage client relationships with a sales pipeline model. Notes are inline-editable (click to edit, ⌘↵ to save).
Pipeline
Lead
→
Prospect
→
Proposal
→
Active
→
Inactive
Documents
Three categories: Contracts & Agreements, Quotes, Invoices.
People (HR) Live
Routes: /people, /people/:id
Employee records. Separate from platform users — an employee does not need a platform login. Optionally linked to a Cognito user via userId.
Key fields
firstName, lastName, fullName, jobTitle, department, employmentType, status, startDate, workEmail, personalEmail, phone, salary (annual GBP), managerId (links to another employee), userId (optional Cognito link), notes
Statuses
| Status | Meaning |
| Active | Currently employed |
| On leave | Temporarily absent |
| Terminated | No longer employed |
Documents
Four categories: Contracts, Right to Work, Qualifications, Other Docs.
Settings Live
Route: /settings (tenant admins only)
| Role | Permissions |
| Admin | Full access — manage team and all data |
| Contributor | Create and edit records |
| Read only | View only |
Admin back-office Live
Route: /admin (platform-admin group only)
Separate area with distinct dark sidebar. Inaccessible to tenant users. Manage all tenants — create, list, and permanently delete tenants with all their data.