Set staff password
Your own, or anyone's as super_admin. Min 10 characters. Takes effect everywhere (app + admin + portal after merge).
SORT:
UPCOMING PLANNED CALLS
LAST 7 DAYS — PLAN VS DONE
ESCALATION CONFIG (super_admin)
Approver emails + Management group members. Applies to NEW approvals only — in-flight ones keep the chain they started with.
SUMMARY BY STORE
ALL NOTES
Add rep / staff user
sales_rep = store-scoped (sees only assigned stores in the app). staff / store_admin = exactly one store. super_admin / marketing = all stores.