RevenuePilot CRMDocumentation
v1.0.0 Changelog

Admin Setup

The first administrator should complete settings, security, roles, mail, notifications, demo policy, System Health, and release readiness before inviting staff or portal users.

Setup Order

  1. Complete general settings and branding.
  2. Configure SMTP and test mail delivery.
  3. Review password, OTP, TOTP, upload, session, and CSP settings.
  4. Create roles and assign permissions by job responsibility.
  5. Run System Health and resolve blocking checks.
  6. Invite staff and portal users only after permissions are verified.

Admin Proof Screens

Marketplace system health light screenshot
System Health is the production readiness center.
Marketplace setup checklist light screenshot
Setup checklist summarizes launch readiness and demo evidence.