Settings, security and integrations

Everything under the Settings menu, and how to connect other software.

Workspace settings

General formats, appearance (name, colour, logo, dark mode), email identity and signature, invoicing defaults and each app's own options live under Settings → Settings. Changes apply immediately to every user.

Companies and branches

A workspace can hold several companies (legal entities with their own books, documents and numbering) and each company can have branches: shops, offices or sites with a code and a manager. Staff, tills, warehouses and invoices can be tagged with a branch, and reports filter by it. Companies in the same currency can be reported together.

Users, roles and record rules

Invite users by email; each gets one or more roles. The four built-in roles are owner, admin, member and accountant; add your own with any mix of permissions. A role's Can see setting limits leads, sales orders, tickets and projects to the user's own records, their team's records or everything.

Two-factor authentication with an authenticator app can be required for everyone. Google and Microsoft sign-in can be switched on when the platform offers them. Devices and sessions in the user menu lists where you are signed in and signs out any device you do not recognise.

API and integrations

Personal API tokens and OAuth clients give other software access to the REST API (contacts, products, invoices, payments, tickets), documented at /api/v1/openapi.json. Webhooks push events (invoice issued, payment received, ticket opened and more) to your URLs with a signature. Payment gateways, WhatsApp, SMS, telephony and e-invoicing providers are configured per app under Settings.

Approvals and automation

Approval rules require sign-off on purchase orders, bills, expenses and leave above a threshold; the Approvals inbox collects them. Automation rules react to events or schedules with conditions and actions (send an email, notify someone, call a webhook).

Report builder

Build your own tables from any dataset with filters, grouping and totals, save them, export to spreadsheet and schedule them by email.

Your subscription

Settings → Billing shows the plan, the users billed, invoices from the platform and how to pay. Add-ons extend limits without changing plan. Custom domains are requested here too.