Settings OverviewWhere every setting lives, who can reach it, and the one distinction that saves the most time: your account versus the workspace.8 min
Your AccountHow to set up your own profile, connect your mailbox and calendar, choose a theme, and control how the platform interrupts you.9 min

Your workspace

Identity, currency, localisation and how your brand appears.

GeneralHow to read your instance details and limits, change the base currency safely, keep exchange rates current, and set date format and timezone.8 min
BrandingHow to set your logo, colours, legal identity and contact details so they appear correctly on invoices, emails and the app itself.7 min

Hubs and legal entities

Each entity you trade from, and the references it issues.

HubsHow to set up each legal entity you trade from: registered address, tax registrations, Peppol endpoint, bank accounts and operating hours.12 min
Invoice and Employee NumberingHow to build invoice and employee reference formats per hub, control the sequence, and add stationery, a seal and payment terms.8 min

What people can do, whose records they can do it to, and who signs off.

RolesHow to create a role, choose the right weight, start from a preset or draft one with AI, and fine-tune what it can do.8 min
PermissionsHow to change what a role can do safely: stage the change, preview who it affects, then commit.9 min
Who Sees Whose RecordsHow hub scope and hub access grants decide whether someone sees every office's records or only their own.8 min
Approval PoliciesHow to build approval tiers by value, choose who signs off, and understand which types are actually enforced today.8 min

How the platform reaches your team, and how sign-in is protected.

NotificationsHow to decide which events notify your team, who they reach, on which channel, and what people are allowed to mute.9 min
Security and the Audit LogHow workspace security is set, how to raise MFA, how to track who has enrolled, and how to find out who changed something.9 min