Settings
Company-level configuration. Adam's own settings live inside his workspace.
Company profile
Users and approval limits
Anything above a user's limit is escalated, whichever mode Adam is in.
| Name | Role | Approval limit | |
|---|---|---|---|
| Salma KhalidYou | General Manager | salma.khalid@abctrading.ae | AED 50,000 |
| Omar Haddad | Finance Manager | omar.haddad@abctrading.ae | AED 20,000 |
| Nadia Rahman | Accountant | nadia.rahman@abctrading.ae | AED 5,000 |
Adam · Business profile
The answers behind Adam’s rule packs. Edit a single row, or re-run the whole questionnaire.
Business model
- What kind of business is this?Trading, Services Edit
- Do you hold goods before you sell or use them?Yes — goods we sell or consume in the work Edit
- Do goods cross a border?Local only, Import Edit
- How is service revenue earned?One-off jobs, Retainer / recurring Edit
- Sales channelsB2B Edit
- Do you take deposits or advance payments from customers?No Edit
- Do you sell or buy in foreign currencies?Occasionally Edit
- Credit termsWe give and receive credit Edit
Legal & tax profile
Money, people, assets
Systems & governance
- Accounting softwareQuickBooks Online Edit
- Existing chart of accounts and transaction history?Yes, a year or more Edit
- Primary approver — name and roleSalma Khalid, General Manager Edit
- Emailsalma@abctrading.ae Edit
- Mobile for WhatsApp verification+971 50 441 8802 Edit
- Approval limitAED 50,000 Edit
- Rule governanceReview & confirm Edit
- Operating mode to startCo-Pilot Edit
Adam's operating mode
Adam executes low-risk actions automatically and escalates anything material, tax-sensitive or over limit.