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Please register all software, platforms, and online services you use for work — e.g. Slack, Jira, Adobe CC, Google Workspace, etc. This helps us keep track of active accounts, licences, and costs across the team.
| System | Login | Type | Admin |
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To edit your own details, go to your profile page.
| Last Name | First Name | Company | Position | Mobile |
|---|
| Type | Title | Priority | Status | By | Date |
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This information is visible to all colleagues in the Staff Directory.
Users sign in via a login link sent to their email — no password needed. Create at least one entity below before adding users.
| Name | Role | Entity |
|---|
Manage company entities. Each user is assigned to a home entity, and accounting users can be assigned to handle invoices for specific entities.
| Entity | Due Day | Rem. Day | Rem. |
|---|
Assign accounting users to entities they are responsible for. An accountant can handle multiple entities.
| User | Entity |
|---|
Templates for onboarding emails sent to new users. $FIRST_NAME is replaced with the recipient's first name, $APP_URL with the portal URL.
Test whether the SMTP configuration is working. A test email will be sent to the address you specify.
Configure the email sent when users request a login link. Use variables below — they are replaced per user when sending.
Configure the monthly invoice upload reminder. Use variables below — they are replaced per user when sending.
Automatically email last month's invoices to assigned accounting staff. Configure which entities participate and on which day of the month the email is sent.
The email is sent the day after each entity's Due Day, once the upload deadline has passed.
| Entity | Due Day | Enabled |
|---|
| Recipient | Subject | Type | Entity | Time |
|---|
| User | Role | Action | Time |
|---|
Questions