Teams & Permissions
User Management
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Concurrent Licensing
Overview Concurrent licensing ensures that a firm can control how many users are logged into the system at the same time while maintaining flexib...
Setting Up Job Titles
Overview Job titles define how employees are identified within the system. While they do not control system permissions, they play an important r...
Setting up Teams
Overview Teams are used to group users for the purposes of access control, reporting, and role management. They play a key role in: Controllin...
Notifications
3 articles
Message Quarantine
Overview The Message Quarantine feature works in collaboration with system generated emails where your firm can schedule tasks (such as generatin...
Notification Templates
Overview The notifications feature is designed to automatically distribute templated messages in bulk such as emailing Invoices and Receipts to c...
Setting Up Notification Preferences
Overview Notification preferences allow your firm to control how and when system-generated messages are delivered to employees, clients, supplier...