Company profile
Branding and workspace details applied automatically when your team logs in.
Identity
Brand accent
Used in client-facing emails and the client portal
Users & invites
Invite agents and managers by email. Each accepted invite consumes one licence seat.
Team
| Name | Role | Status | Invited |
|---|
Role profiles
Define what each role can see and do. Changes apply to every user assigned that role.
Permission matrix
Modules
Capabilities included in your Pro plan. Configure thresholds and templates per module, or upgrade to unlock more.
Billing & plan
Manage your subscription, payment method, and invoice history.
Current plan
Payment method
Invoice history
| Invoice | Amount | Status | Date |
|---|
Security
Authentication and access controls for your workspace.
Password policy
API access
For integrations with your ERP or accounting system
Notifications
Choose what your team is alerted about, and where.
Integrations
Connect external tools for communication, accounting, and credit data.