Module guide
Administration
What the Administration area is for, who uses it, and the ideas behind companies, users, roles, audit and apps.
Start here
Daily operations
Setup & configuration
Design roles and keep duties apart9 min›Limit what people can see and do9 min›API keys for integrations6 min›Create a company and its branches9 min›Apps and configuration changes9 min›Payment terms and payment methods9 min›Price lists and analysis dimensions9 min›Email and WhatsApp connections8 min›Menus, sequences and custom fields9 min›