Admin overview

Where administrators work

Admin overview

The Admin section of the sidebar — Companies, Proposal Templates, Users — plus the administrative actions that live inside the workspaces.

For DTT Admin Super Admin Company Admin
Admin overview screenshot

How to use this page

  1. 1 Companies: company records, initials, logos, departments, and active status.
  2. 2 Proposal Templates: the chains of papers a proposal follows, their default signatories, presets, and each paper's form and page template.
  3. 3 Users: invitations, verification, company assignments with roles and departments, password resets, disabling.
  4. 4 Inside Proposals: Void an approved paper or Halt a running chain from the row actions when normal routing cannot resolve it.
  5. 5 Inside Queue: All users shows every job across the accounts you administer.
  6. 6 DTT Admin only: System settings, Captured mail, Create User, and the legacy monthly Budgets page at /admin/budgets.

Admin safety

  • Prefer the normal actions — return, revise, resubmit — before Halt or Void.
  • Every intervention writes an audit entry with your name and the reason.