Administration
Run the account — manage users, roles, and per-location permissions, review change history and undo, handle billing, configure custom fields, and understand security and data privacy.
The Administration module is where you configure and govern the account itself — who can do what, how data is extended, what changed, and how billing and security work.
Access & people #
- Users, Roles & Permissions — staff accounts, roles, and permissions scoped to specific inventory locations.
Governance #
- Change History & Undo — a full audit trail of edits across the app, with one-click undo of tracked actions.
- Security & Data Privacy — how your data is isolated, protected, and handled.
Configuration & billing #
-
Custom Fields — add your own attributes to records, inherited down category → Product → unit and similar chains.
-
Account & Billing — plan, subscription, and billing management.
-
Branding — set your business name and upload an account logo under Account Settings → Branding. Both appear on the customer portal, on your public booking pages, in the emails your customers receive, and as a letterhead on document PDFs, alongside each location's address and support contact.
You can rename your business whenever you like — it is no longer fixed at sign-up. The change takes effect immediately, everywhere, and is recorded in your change history.
Your web address does not move. Renaming changes what your business is called, not the subdomain you sign in at — every link and bookmark your customers hold keeps working. If you need the subdomain changed too, ask support.
Who can change what on Account Settings #
Account Settings opens to anyone with the manage settings permission — which the shipped Bookkeeper role carries — but the settings on it that your customers see are limited to your administrators. Anyone else sees those greyed, with a note saying who to ask, and the restriction holds whether the setting is changed from the screen or by any other route.
| Administrators only | Anyone with manage settings |
|---|---|
| Business name | Portal welcome message |
| Logo | Auto-generate labels for units |
| Timezone | Auto-generate labels for products |
| Portal support email | |
| Two-factor authentication rules | |
| Vendor bill matching tolerances | |
| Document numbering start |
The line is whether the setting changes what the outside world sees or when it happens. Your timezone decides the time every customer is shown on your booking page and in their confirmation email; your support email is where they are told to write; your name and logo are how they recognise you. The two-factor rules and the bill tolerances are there for a different reason — they are the controls that check the people who hold them.
Doing it from the API #
See API: Getting Started for authentication and token setup.
# List users
curl "https://your-domain.com/api/v1/users" \
-H "Authorization: Bearer $TOKEN"