Knowledge collection
Admin & Access
Business setup, packages, users, roles, permissions, and menu visibility.
Guides
Articles inside this collection
Super admins
7 min read
Managing businesses, packages, and timezones
What super admins can configure at the business level and how those settings affect document operations.
businesspackagetimezone
Read guide
Super admins and implementers
8 min read
Managing users, roles, and permissions
How access control works in practice, from role permissions to role-based menus and business-scoped data access.
usersrolespermissions
Read guide
Admins and support users
4 min read
Email workspace and sent history
How the app stores outbound email activity and where it appears in the UI.
emailhistorycompose
Read guide