Settings: a map

Everything configurable lives under Settings. This page is the map; the deeper topics have their own pages.

Section	What it controls	Who
General	Org-wide date format, per-entity updates threads, the status chevron	Admin
Custom Fields	Your own fields on any entity	Admin
Relationships	How records link: built-in links shown read-only, plus your own	Admin
Branding	Logo text, colours, white-label theme. Flows through the whole app, emails and documents	Admin
Work Orders	Types, which form each type opens, approval and billing defaults, rates	Admin
Data	CSV import/export, archive, and the trash	Admin
Billing	Your Blok plan and subscription	Admin
Feedback	What your users sent from the in-app reporter: bugs with screenshots and console logs attached	Admin
Developer	API keys and webhooks	Admin

Roles

Four app roles, set on each employee's record:

Role	Rough meaning
field	Fills forms, sees My Work
lead	Field plus crew-level review
ops	Runs dispatch, reviews submissions, manages billing
admin	Everything, including settings

Roles gate real behaviour (who can act at a form stage, who can manage invoices, who sees restricted custom fields), enforced at the data layer, not just hidden in the interface.

A note on rates

Billing rates (labor $/hr, materials markup %, sub markup %) resolve most-specific-first:

project + WO type → project → customer + WO type → customer → org + WO type → org default

Org defaults and work-order-type overrides live in Settings → Work Orders. Customer and project overrides are managed on the record itself. A "Billing settings" panel on each customer and project shows the effective rate and where it comes from, so you never have to cross-reference the admin screen to know what a job will bill at.