Admin
Viewing as platform admin -- full read/write, not scoped to your own account.
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Access restricted to administrator role. Please contact your admin.
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Account
Workspace
Admin config
Mirrors the settled config schema — checklist text, uplift defaults, discount fallback behavior, and display formatting.
| Key | Value | Last updated |
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Product catalog
List price left blank means "no list price on file" — governed at runtime by the list_price_fallback_enabled config key above.
| Code | Name | List price | Cost |
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Concessions catalog (Gives)
What a rep can concede to a customer on an offer. "Requires approval" routes the offer to the rep's manager once saved -- see the Users page for manager assignment.
| Label | Tier |
|---|
Value catalog (Gets)
What the company receives in return on an offer. No approval tier -- nothing the company receives requires approval.
| Label |
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