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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 |
|---|
To edit your own details, go to your profile page.
| Last Name | First Name | Company | Position | Mobile |
|---|
| Type | Title | Priority | Status | By | Date |
|---|
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 |
|---|
| User | Role | Action | Time |
|---|
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.
Questions