Admin Workflows

This skill documents high-level administrative processes.

RBAC Hierarchy

The system enforces the following role hierarchy:

1. Owner: Full system access, can manage billing and structural configurations.
2. Admin: Can manage users, projects, and settings within a Tenant.
3. Editor: Can create and modify content (Projects, Contracts).
4. Analyst: Read-only access to data and reports.

Core Workflows

1. Proposal -> Project

• Trigger: A "Proposal" is approved.
• Action: The system converts the Proposal object into a generic "Project".
• Data: Carries over budget, timeline, and client details.

2. Lead Management

• Flow: Inbox -> Status Update.
• States: New, Contacted, Qualified, Proposal Sent, Won/Lost.

3. Audit Logging

• Requirement: All privileged actions must be logged.
• Scope: Any mutation by an Admin or Owner (e.g., changing user roles, deleting projects).
• Storage: AuditLog table (via Prisma).