Multilingual capability: English, Spanish, and French
ERP / Reports & Analytics / Settings

Reports & Analytics

Environment: Production
Security: High
Role: CEO / Executive
Module roles & access
RoleMembersPermissions
Module Owner3Full
Approver8Approve / Reject
Contributor22Create / Edit
Viewer64Read-only
Auditor4Read + Export
Integrations
  • SharePoint / M365
    DMS
    connected
  • DocuSign CLM
    Contract lifecycle
    connected
  • Identic AI Gateway
    Clause extraction
    connected
  • OneTrust
    Privacy & GRC
    configured
  • Box Governance
    Records hold
    available
  • Power BI
    Compliance dashboard
    configured
Notification preferences
Email — approvals
Email — expiring contracts
Slack — compliance digest
Mobile push — legal holds
Webhook — doc events
Identic AI weekly compliance brief
Prototype screen • Data is illustrative • Sub-menus, workflows, audit & settings are demo-ready