Sign up and sign in
Create an account or company, sign in and out, verify an email and recover a password. (11 actions)
Your account and notifications
See and edit your own account, switch between your company, organization and client profiles, and manage your notifications. (12 actions)
Invite and onboard members
Invite people by email to a company, the organization or a client account, follow invitations and let invitees join. (13 actions)
Manage members
List, view, edit and remove the people who belong to a company, the organization or a client account. (12 actions)
Manage agent accounts
Create accounts for employees who work under one fixed access profile without joining as members, and update, deactivate or delete them. (18 actions)
Define access profiles and roles
Build the roles and access profiles that bundle permissions, and see which permissions are available. (34 actions)
Assign access to people
Give members access profiles, with optional working hours, and suspend or remove those assignments. (18 actions)
Grant individual extra permissions
Give one member or agent permissions beyond their profile, optionally until an expiry date. (12 actions)
Limit access to locations and books
Restrict people to some stock locations and grant or revoke access to accounting books. (7 actions)