Wed 28 Oct 2026, 16:00
Roles and approvals
Kiranpath Solar · 6 people in 5 roles · approvals are asked for in the app and on WhatsApp
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What each role can doTap a cell to change it
| Role | Maps to today's role | People | Record payments | Approve engineering | Raise PO | Approve PO | Approve price change |
|---|---|---|---|---|---|---|---|
| Admin | Super Admin, Admin | NRNikhil Rao | any amount | ||||
| Sales | New | PSPooja SharmaNRNikhil Raoalso Admin | – | – | – Pooja, when Nikhil is away | – can ask | |
| Designer | Designer | AJAditya Jain | – | – | – | – | |
| Purchase | New | SKSameer Khan | – | – | – can ask | – | |
| Crew lead | New | RYRaju YadavISImran Shaikh | Phone job card only: steps, photos, site issues | ||||
Permissions · Mark as won: Sales or Admin, with the accepted proposal version and the advance
Approval rules
Purchase orders
Admin approves every PO before it is sent
Second approver when the Admin is away
Pooja Sharma, POs under ₹1,00,000, while Nikhil is marked away
POs under ₹50,000 need no approvalProposed
Total including GST. Both KP-1042 POs, ₹68,558 and ₹1,37,970, are above it.
Customer price changes
Admin approves, then the customer re-approves in the portal
Engineering approval before purchase
The buy list is made from the approved revision
Where approvals reach Nikhil
Today, under "Waiting on you"
WhatsApp, with an approve link
Nikhil is not marked away