Role profile / Office

Office Admin

Office and branch administration responsibilities assigned by the company.

Role accountabilities

What this role is responsible for.

  • Handle office requests, directory and assigned shared resources. Operate only assigned offices and branches.
  • Work only within assigned company, branch and department scope.
  • Send each record to the next authorized owner; decisions and approvals follow company policy.
Security & data safeguards

What this role can access—and what needs a separate grant.

  • No salary or private HR fields by default. No cross-branch records unless delegated; audit visitor data exports and administrative changes.

These are FieldPro security requirements and intended permission boundaries. Actual enforcement depends on implementation, company policy and release validation.

Expertise & module responsibilities

Workspaces connected to this role.

Each module shows what it manages, its process, information in and the records it hands off.

Administration · In development

Office Administration

Coordinate office records and requests, with clear ownership between the company and its departments.

Module responsibilities & availability

  • Company and branch administration scopeIn development

    Previously documented product scope; release availability is assessed separately.

  • Assigned department responsibilitiesIn development

    Previously documented product scope; release availability is assessed separately.

  • Requests routed to the appropriate ownerIn development

    Previously documented product scope; release availability is assessed separately.

  • Links to visitors, resources and the employee directoryIn development

    Previously documented product scope; release availability is assessed separately.

  • Office department membership and mail routingSource present · live validation pending

    Company administrators can manage internal-mail departments and active members. Only permitted members can send department mail.

  • Internal office inbox and attachment coordinationSource present · live validation pending

    Direct and department messages, private attachments and personal notifications connect to the dedicated Office Mail workspace.

Process, inputs & handoffs

Process

  • Receive office request
  • Identify responsible department
  • Route for action
  • Follow up on outcome

Information received

  • Office requests
  • Branch and department information

Records or handoffs produced

  • Assigned requests
  • Administrative follow-up

Open full module details →

People · Planned expansion

Employee Directory

Help staff find the right colleague by department, active status and extension, while keeping private HR details separate.

Module responsibilities & availability

  • Department and active-status searchPlanned expansion
  • Company-specific extension informationPlanned expansion
  • Directory links for chat, meetings and intercomPlanned expansion
  • Sensitive HR fields excluded from general directory viewsPlanned expansion
Process, inputs & handoffs

Process

  • Search colleague
  • Check department or extension
  • Choose an authorized contact channel
  • Start the conversation

Information received

  • Authorized directory fields
  • IT-managed extensions

Records or handoffs produced

  • Searchable staff directory
  • Contact context

Open full module details →

Workplace · Planned expansion

Room & Resource Booking

Coordinate room, asset and resource reservations with availability checks and approval rules.

Module responsibilities & availability

  • Reservation requestsPlanned expansion
  • Double-booking preventionPlanned expansion
  • Cancellation and approval handlingPlanned expansion
  • Time-zone-aware scheduling directionPlanned expansion
Process, inputs & handoffs

Process

  • Select resource
  • Check availability
  • Request or approve reservation
  • Use or cancel booking

Information received

  • Resource and time request
  • Availability information

Records or handoffs produced

  • Reservation record
  • Updated availability

Open full module details →

Administration · In development

Branch Management

Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.

Module responsibilities & availability

  • Branch directory and company-to-branch structureIn development
  • Branch Manager and Supervisor assignments with explicit responsibilitiesIn development
  • Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesIn development
  • Sales teams, order bookers and assigned riders connected to their branchIn development
  • Branch-level workflow visibility and authorized exception escalationIn development
  • Company-wide oversight only for users assigned the relevant cross-branch rightsIn development
Process, inputs & handoffs

Process

  • Define the company and its branches
  • Assign the Branch Manager, supervisors and department teams
  • Set record visibility and approval rights for each branch
  • Follow orders, stock, dispatch and delivery within the assigned scope
  • Escalate exceptions and review authorized branch summaries

Information received

  • Company and branch structure
  • Employee and department assignments
  • Configured access and approval policies
  • Branch orders, stock and delivery records

Records or handoffs produced

  • Branch workspace and responsibility map
  • Department handoffs with branch context
  • Authorized branch summaries and exception queues

Open full module details →

Administration · Planned expansion

Company Portfolio & Branding

Let the Customer Super Admin manage each company identity separately: logo, business name, contacts and company-specific email setup.

Module responsibilities & availability

  • Per-company logo, name and contactsPlanned / scope agreed

    Customer Super Admin manages the identity for each company separately; completed implementation is not established here.

  • Company email identityPlanned / integration required

    Use company-specific incoming/outgoing identity and the authorized company-mail setup.

  • Company isolation and auditPlanned / security requirement

    Authorize branding changes for the selected company, maintain change history and clear stale context when switching companies.

Process, inputs & handoffs

Process

  • Select a company in the authorized portfolio
  • Edit that company branding and contact details
  • Validate access and submit the change
  • Record the authorized update
  • Apply the selected company context to its workspace

Information received

  • Authorized company portfolio
  • Company logo, business name and contacts
  • Assigned branding/email administration rights

Records or handoffs produced

  • Separate company brand profiles
  • Company-context workspace identity
  • Authorized branding-change history

Open full module details →

Control · In development

Document Center

Keep business documents, templates, versions and approvals inside the departments and workflows that require them.

Module responsibilities & availability

  • Department-wise Document StorageReported Partial

    Limit document categories and access to the departments that need them.

  • Upload, View, DownloadReported Partial

    Use authorized file handling for the linked business record.

  • Print / Save as PDFReported Partial

    Provide a print/PDF option where the specific document type supports it.

  • Document TemplatesReported Partial

    Enable the right templates for the relevant department and workflow.

  • Version HistoryReported Partial

    Retain the document version associated with an approval or change.

  • Document Approval WorkflowReported Partial

    Route the chosen version to assigned reviewers.

  • Audit TrailReported Partial

    Track sensitive document access and lifecycle actions.

  • Search & FiltersReported Partial

    Find authorized files by their record and metadata.

  • CSV ExportReported Partial

    Export permitted document-list metadata when the workflow requires it.

  • Integration with All ModulesReported Partial

    Attach supported documents contextually; no universal document menu or format grant.

  • Connected Office Mail file governanceRelated source scope · full document integration pending

    Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.

Process, inputs & handoffs

Process

  • Open the linked business workflow
  • Choose an allowed document type
  • Upload or prepare the relevant version
  • Route required approval
  • Retain permitted access and export history

Information received

  • Business-record context
  • Allowed template/file type
  • Department permission

Records or handoffs produced

  • Versioned document
  • Approval and access history
  • Context-appropriate print or export

Open full module details →

Workplace · Source present · live validation pending

Internal Office Mail

Give employees an internal company inbox for direct and department messages, with controlled attachments and personal read status.

Module responsibilities & availability

  • Employee inbox and sent messagesSource present · live validation pending

    Company-scoped employee-to-employee messages, message detail, sent history and personal archive are present in source. Recipients are company users, not public email addresses.

  • Department message routingSource present · live validation pending

    An active department member can send to up to 100 other active members. Department delivery is recorded as one database transaction.

  • Personal notifications and read statusSource present · live validation pending

    Internal notices identify new messages and uploaded attachments. Users can mark only their own notices read; this does not establish mobile push delivery.

  • Private attachment upload and downloadSource present · live validation pending

    Sender upload supports PDF, PNG, JPEG and plain text up to 5 MiB. Private storage, randomized keys, SHA-256 checks and authorized downloads are in source.

  • Attachment lifecycle controlsSource present · live validation pending

    Retention previews, legal holds, configured company quotas and independent cleanup review connect to the dedicated governance workspace.

  • Separate from public domain emailSource present · live validation pending

    Office Mail stays inside the company database. It does not use SMTP/IMAP or create a company-domain mailbox.

Process, inputs & handoffs

Process

  • Choose a colleague or permitted department
  • Write the internal message
  • Attach an allowed file using private storage
  • Recipient opens the inbox and reviews the notice
  • Archive personal messages or route follow-up

Information received

  • Authenticated company user
  • Recipient or department membership
  • Subject and message
  • Optional permitted attachment

Records or handoffs produced

  • Internal message and recipient records
  • Read/archive state
  • Attachment checksum and private metadata
  • In-app notice and audit record

Open full module details →

Workplace · Source present · live validation pending

Internal Messenger

Organize company chat in member-controlled threads, with incremental message polling and personal read cursors.

Module responsibilities & availability

  • Company-scoped chat threadsSource present · live validation pending

    Thread creation, membership checks and text message records are present in the cumulative communications source.

  • Member-only message accessSource present · live validation pending

    Thread participation and company identity determine which messages an authenticated user can access.

  • Incremental pollingSource present · live validation pending

    Fetch up to 100 messages newer than the caller cursor from threads they belong to. Polling is distinct from WebSockets or background push.

  • Monotonic read cursorSource present · live validation pending

    A thread member can advance their own read position. This is not a delivery confirmation or a read receipt for every participant.

  • Realtime media and pushIntegration required

    Realtime push, voice/video transport and mobile background delivery require separate infrastructure and validation.

Process, inputs & handoffs

Process

  • Create or join an authorized thread
  • Send a text message
  • Poll for newer member-visible messages
  • Advance personal read position

Information received

  • Authenticated company identity
  • Thread membership
  • Text message and cursor

Records or handoffs produced

  • Thread message history
  • Incremental results
  • Personal read position

Open full module details →

Control · Source present · live validation pending

Attachment Governance & Storage

Control the lifecycle of Office Mail attachments through private storage, retention review, legal holds and company storage limits.

Module responsibilities & availability

  • Company storage monitoringSource present · live validation pending

    Review attachment usage and recovery-reference inventory inside the authorized company.

  • Retention policy and safe previewSource present · live validation pending

    Configure no expiry or a 30–3650 day retention period and inspect bounded expiration candidates without deleting files.

  • Legal hold and releaseSource present · live validation pending

    Record a reason for legal hold and authorized release. Held attachments are excluded from cleanup previews and approval.

  • Configured company quotasSource present · live validation pending

    Quota checks use a locked company record during uploads. Companies without a configured quota remain unlimited.

  • Two-person cleanup reviewSource present · live validation pending

    A requester cannot approve their own cleanup request. Approval records a review only; it does not delete a file.

  • Recovery-reference inventorySource present · live validation pending

    Record backup references and connect them to independent backup verification. A reference alone does not prove a recoverable backup.

  • Private-file integritySource present · live validation pending

    Allowed uploads and downloads use company checks, randomized storage keys and SHA-256 verification.

  • Cleanup enforcement and malware scanningPending implementation / validation

    The cleanup worker remains preview-only. Destructive cleanup and actual antivirus/content scanning are not implemented.

Process, inputs & handoffs

Process

  • Upload into private storage
  • Monitor company usage
  • Preview retention candidates
  • Check legal holds
  • Request independent cleanup review
  • Verify backup and recovery separately

Information received

  • Office Mail attachment metadata
  • Retention policy and optional quota
  • Legal hold reason
  • Independent review decision

Records or handoffs produced

  • Usage and candidate reports
  • Hold and review history
  • Backup-reference inventory
  • No deletion from review alone

Open full module details →

Role permissions and assigned module responsibilities are set by the company.
Start with your business

Map your teams.
Connect your workflow.

Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.