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Platform & settings
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Owner
Rajesh
Section 10 · 7 articles
Platform & settings
The admin surfaces — team, channels, templates, billing, rates, compliance.
01
Audit log & GST filing exports
Audit trail of every dashboard mutation (who did what, when) — readable by owner and manager — plus GSTR-1 / GSTR-3B / HSN-summary export for filing.
Owner
Accountant
02
Billing & subscription
View your current plan state and edit the billing contact (email + GST invoice address) that Neev's own invoices and billing notices use.
Owner
03
Channels
Set up your WhatsApp Business number(s) via Gupshup, see SMS and email provider status at a glance, and toggle overnight quiet hours for customer messages.
Owner
Manager
04
HSN & GST rates
Look up the GST rate for any HSN code and add tenant-specific overrides (CGST/SGST/IGST/cess) when your product's rate differs from the system default.
Owner
Accountant
05
Notification preferences
Choose which lifecycle events notify customers on which channel (WhatsApp / email / SMS), and confirm your SMS and email providers are connected.
Owner
Manager
06
Team & roles
Invite teammates by phone or email, assign one of six operational roles, change roles, and remove members — all owner-controlled.
Owner
07
Message templates
Edit the email / SMS / WhatsApp message sent for each lifecycle event (order shipped, invoice generated, etc.), preview with sample data, and reset to the built-in default.
Owner
Manager