Settings — company, regional, branding & documents
Settings is where you configure
Users — manage your team
The Users screen is where you add
Custom Fields — design your own fields
Custom Fields lets you add your
Feature Flags — turn behaviours on or off
Feature Flags let you switch optional
Security Policy — passwords, sessions & lockout
The Security Policy screen is where
Document Numbering — prefixes, widths & next numbers
Document Numbering lets you control
Roles & Permissions
Roles & Permissions is where you
Role Members — who has this role
This screen lets you decide which
Role Assignments
Use this screen to give one specific