Companies & users
Your company's data is yours alone; users can belong to several companies and switch between them.
One company, one set of data
Everything you create — partners, products, documents, journals, employees — belongs to your company. Nobody outside your team can see it, and your team only sees companies they have been invited to.
Users, memberships, roles
- A user is a login (e-mail + password).
- A membership places a user in a company and carries that user's roles in that company. The same person can be Administrator in one company and Viewer in another.
- A membership can be linked to an employee record (for HR self-service: My Work, leave requests, payslips) or to a partner (for portal access).
Company switcher
If you belong to several companies, switch from the sidebar header. The sidebar, permissions and dashboards change with the active company.
Changed someone's role?
Role changes apply the next time that user logs in. Ask them to log out and back in.
Company Profile
Profile menu → Company Profile holds identity (name, tax ID, address, logo), default currency, country and compliance pack, default costing method, working hours, food-safety switches and warehouse layout defaults.
Groups
Several companies can form a group for Finance → Consolidation: intercompany links, currency translation, eliminations and group statements. Each company still keeps its own books.