Settings
Provider connections, scoring, notifications
Permit providers
API keys are stored in Supabase and only visible to admins. Sign in as an admin to manage.
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Send test email
Verifies your Resend API key and the resend-webhook Edge Function end-to-end.
Defaults to
onboarding@resend.dev, which only delivers to your Resend account owner's verified email. Use a verified domain sender to email anyone else.Territories
Group states or cities into a territory with a lead email. Assigning a lead to a territory notifies that lead by email.
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Lead scoring rules
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Permit discovery
Controls how widely we pull permits from Shovels and how each one is classified as new residential construction. Loosen the keywords or turn off the contractor requirement to widen coverage; raise the confidence threshold to cut false positives.
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Team
Real accounts from your Supabase project. Roles are stored in a separate
user_rolestable and enforced server-side by row-level security — changing a role here changes what that person can actually do. Admin access is reserved for kevindillon@live.com; everyone you add here is an editor or lower.editor
Can create and edit permits, leads, campaigns, sequences, dealers and CRM records. Cannot manage users, roles or provider API keys.manager
Runs day-to-day operations: permit search, lead review, campaigns, dealers and CRM. Cannot manage users or API keys.dealer
Regional partner: sees leads and CRM records assigned to their territory. No settings access.viewer
Read-only access to dashboards and reports.Loading…