Access administration
Who may open the intake form, and what they may do. Everyone signs in with their Zoho account; this list decides whether that sign-in is accepted.
People
Admin manages this list and can delete any brief. Sales fills in and submits briefs. Viewer can read the queue but not submit. Tools: pages shown only to the people ticked here, whatever their role, admins too: the 3D layout check (pilot: laser scan and robot reach), with its link in their page header.
| Name | Role | Signs | Tools | Proposals | Status | Last signed in | Actions | |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Claude model
Used to draft the narrative of the offers, to read the description Sales writes and to draft option texts in Settings. The list comes from Anthropic each time the page opens, so a newly released model appears here by itself (marked NEW). Changes apply to the next document; if the key cannot reach the chosen model, the site falls back to Sonnet.
Zoho service account
The nightly customer sync runs with nobody signed in, so it needs its own long-lived permission. Connect it once; reconnect only if it is revoked.
Picture archive
Every picture the intake form offers, mined from released offers or uploaded here. Click a caption to correct it — anyone signed in can. Hiding takes a picture out of the picker and out of generated offers without deleting anything; it can be undone, and anything left hidden for 30 days is listed for permanent removal.
Customer list
The customer picker on the intake form reads a cached copy of the Zoho CRM accounts. It refreshes every night; run it by hand after adding a plant in Zoho.