App Panel Overview

What This System Covers

This documentation explains how company teams use the app panel in day-to-day work.

Core scope:

  • Company user access through the app panel login and registration pages
  • Company dashboard with order and budget widgets
  • Company resources for users, locations, budgets, and draft orders
  • Role and policy-based actions inside the company workflow

How Users Login

Users login through /app/login using the custom OTP flow:

  1. Enter email address.
  2. System sends a 6-digit OTP to the user email.
  3. Enter OTP to authenticate.
  4. If email is not verified, user is redirected to the email verification prompt.
  5. After verification, user is redirected to the app panel.

Notes:

  • OTP expires after 10 minutes.
  • OTP resend is rate-limited.
  • Users must exist in the system before OTP login works.

New Company Registration

New companies can register through /app/register:

  • Company details and main location are collected.
  • Shipping and billing address information is collected.
  • Main contact user is created as a company user.
  • A pending company registration record is stored.
  • User receives email verification and must verify before login.

What Users See in the App Panel

When users open the app panel, they land on the main dashboard.
The dashboard gives a quick view of:

  • orders that need attention
  • orders in progress or completed
  • budget and spending status
  • recent activity that may require action

Main management areas:

  • Users
  • Locations
  • Location budgets
  • Draft orders

Basic Usage Guidelines

  • Keep user-role assignments aligned with actual responsibilities.
  • Assign users to the correct locations before expecting order access.
  • Verify email early for new users to avoid login delays.
  • Review dashboard widgets daily to track pending actions.
  • Keep budget values current so order validations remain accurate.
  • Use order comments for rework feedback and audit clarity.