Settings & Admin

Last updated: July 9, 2026

Running the organisation: its profile and compliance, users and access, customization and data tools.

ORGANISATIONCOMCompanyCOMComplianceUSERS & ACCESSUSEUsersINVInvitationsCUSTOMIZATIONCFCustom FieldsTEMTemplatesNUMNumberingCONConfiguratorDATA TOOLSPORPortingOVEOverrider
Every entity in this module, grouped by its function simplified mockup

Chapters

  • Organisation: the company profile and the compliance checker.
  • Users & Access: users, invitations and the permission model.
  • Customization: custom fields, document templates, numbering and the configurator.
  • Data Tools: data porting and the document overrider.
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