Users and Roles

Click a department's People chips to change who is in it (HR or admin only; audited). Renaming or removing a department here does not touch anyone's existing People directory record - it only changes the list offered when assigning someone, and on the People page. Removing a department that still has members does not unassign them. An account tagged "no People record" has a login but no directory record yet (so roles alone can never place it in a department) - assign it to one to create the record.

Department rooms follow the Departments card above - renaming a department there renames its chat room in the same save, and a new department gets a room the moment it saves. A custom channel is any extra room added here; "members" on a custom channel means administrators only until per-channel membership exists. All Chat stays open to every signed-in person and a direct message is its two participants only; neither is set here. Applies immediately to every send, read, unread count and the room list itself, and a restricted room stops mirroring to Google Chat while it stays restricted.

Gmail sends as the mailbox that authorised it, so a company address such as sales@safiery.com can only be chosen as the From address on a document once that mailbox itself is connected here. An alias is not enough. Connecting one never affects your own personal Gmail connection.

Where a customer conversation travels while Safiery moves off Intercom. Turning a half off here never deletes anything: the imported Intercom history lives in HQ's own tables and stays exactly where it is.

Off means a reply leaves through Gmail instead, from the mailbox chosen on the case. This half is safe to switch off today.

What gets appended when mail leaves through a compose From choice. A person's own signature is theirs to edit (Profile > Email signature); sending as yourself wraps it in the company template below. Sending as a role mailbox uses that mailbox's block. Empty means an honest name-only default, never an invented title or number.

Own (Safiery-made) products get a dotted code, checked as it is entered on Inventory's + New item; resale products keep the supplier SKU untouched. A format issue prompts the person entering it and they can still consciously save (flag, don't block); a duplicate SKU is always refused outright. Existing codes are never re-checked or regenerated.

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Each document is converted to plain text on the server and split into knowledge entries by heading, added to the curated list above. The original file is never stored, and re-ingesting a document with the same title disables its previous entries first.

The library of manuals, datasheets, wiring guides and certificates is created and tagged on the Reference Docs page. Link one below to let the bot read its full text - split into entries above, exactly like an upload - instead of only citing its title and link.

Unlink disables that document's entries; re-link to pull in a newer version.

Test questions run the REAL engine (logged as mode "test", capped 30/hr per user) but skip the public visitor cap. Works before the public kill switch is on.

Optional attributes: data-accent takes your brand colour; data-title renames the launcher. The widget fails to a friendly offline note whenever the bot is disabled.

One server prerequisite: the website's origin (e.g. https://safiery.com) must be listed in the CORS_ALLOW_ORIGIN environment variable on this site, or the browser will block the widget's calls. Ask whoever manages the Netlify environment before embedding.

The wording and the version are one record: this editor only ever writes them together, so the text can never change under acknowledgements already recorded against a version. Stored in app_settings under kiosk.whs_induction, which is admin-only server-side (the kiosk. prefix lock in the db function) - a hidden button is not the control.

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