Email and SMS settings
Control the accounts and verified numbers used for invoices, job photos, reminders and customer communications.
- Verified sender accounts
- SMS number status
- Communication consistency
Settings and security
Control access, company data and audit visibility before the operation scales
DOP Settings & Security helps owners and administrators manage users, roles, company data, login flows, integrations, taxes and activity history from one controlled foundation.
UsersRolesCompany dataActivity feedLogin verificationIntegrations
Administrative control centerDOP
Users, roles, company data, activity history and operational settings that keep the rest of DOP consistent.
Bring your real team structure. We will map which users need access, which roles should be limited and which company settings affect jobs, invoices and payroll.
Least access
roles aligned to real responsibilities
1 source
company data reused across modules
Audit trail
activity history for important changes
Security is operational control
Growth gets risky when permissions and company data are improvised
As the team grows, access cannot live in memory. The wrong user can see payroll, miss a module, keep old permissions or make changes nobody can trace. DOP gives administrators a clearer way to control the foundation behind daily operations.
- Assign users to roles based on what they actually need to do
- Keep company data, taxes, payment settings and communications consistent
- Review activity history when a job, invoice, client or setting changes unexpectedly
Administrative modules
What Settings & Security keeps under control
These controls protect the system that runs the work: who can enter, what they can do and which master data feeds the operation.
Users
Create accounts, assign roles, link employees or clients, send invitations and remove access when needed.
View controlRoles and permissions
Define navigation and action permissions so office, finance, supervisors and admins only see what they need.
View controlCompany Data
Maintain contact info, business hours, taxes, email, SMS, Stripe, positions and settings used by other modules.
View controlActivity Feed
Audit who created, edited, deleted or sent important records, with date and action context.
View controlCompany Data
Company data becomes the source of truth for the operation
The company configuration is not just a profile. It can affect invoices, Booking Engine, taxes, payments, messages, payroll setup and how teams understand the working day.
Stripe and payment data
Connect payment processing and review transaction fee context before online payments depend on it.
- Stripe status
- Transaction fee
- Online payment readiness
Taxes and invoice details
Maintain regional tax settings and payment descriptions that can flow into invoice and finance workflows.
- County or city tax
- Invoice description
- Billing consistency
Positions and business hours
Set working schedules, time zone and employee positions so other modules inherit reliable context.
- Business hours
- Time zone
- Cleaner, dispatcher or supervisor positions
Users, roles and login
A safer access workflow for every user
DOP separates the access account from operational records like employee or client. That matters when one person needs system access but also has a role in the business.
Create or verify the user
Confirm the email, avoid duplicate accounts and decide whether the user should be linked to an employee or client.
Assign the correct role
Use the minimum access needed: dispatch, accounting, supervisor, admin or another role that matches real responsibility.
Invite and verify
Send the invitation, let the user verify by email code and select the correct company when needed.
Review access over time
Update permissions, force session logout or remove access when people change responsibilities or leave the company.
Activity Feed
Activity Feed helps answer the hard questions
When something changes, your team needs more than guessing. Activity Feed creates a practical trail for admins and supervisors to investigate system actions.
Who changed it?
Review the user, date and action type behind important records.
What happened?
Filter by activity type, search relevant terms and open expandable details when available.
What should we inspect?
Use the feed as the audit trail, then open the original module for the full operational record.
What stays under your control
Admins decide which roles can view sensitive modules like payroll, reports or settings
Role changes can affect multiple users, so updates should follow real responsibilities
Company data should be reviewed before invoices, payments, messages or taxes depend on it
Activity Feed supports investigation, but the source module remains the place to inspect full details
Connect security to the rest of the product
Employee Management
Link access control with employee records, roles and team context.
View pageReports Dashboard
Protect sensitive performance, finance and payroll visibility with the right permissions.
View pageInvoicing & Payments
Keep taxes, payment settings and transaction workflows aligned with company data.
View pageSettings & Security FAQ
Bring your current roles, users and settings questions. We will show how DOP can structure access and company data around your real operation.
What is the difference between a user and an employee?
A user is the login account. An employee is an operational record. A person can have a user account linked to an employee when they need access to DOP.
Can roles limit which modules a person sees?
Yes. Roles can control navigation and actions, helping administrators give each person the access needed for their responsibility.
Why does Company Data matter?
Company Data can feed invoices, communications, payments, taxes, positions, working hours and other module behavior. It should stay accurate.
Is Activity Feed used to edit records?
No. Activity Feed is for audit and investigation. The original module remains the place to inspect and update the record.
Ready to tighten access before the team grows again?
Bring your current roles, users and settings questions. We will show how DOP can structure access and company data around your real operation.
