Customization & integrations

Start with company details, localization, roles, approval workflows and module settings. See the User Manual's settings overview and roles and permissions.

For source changes, keep a private version-controlled copy, document changes and re-test after updates. Keep business rules in the backend and use the shared API across clients. Rebuild assets after changing frontend source/public configuration. Never put secrets in VITE_* variables.

Provider integrations require customer accounts, permissions and their own costs. Enable only configured and tested integrations. Distribute examples rather than customer credentials.

For employee-app source builds, use apps/employee/README.md in the matching release. Signing, store publication and physical-device acceptance are separate tasks.