Account and Workspace Setup

Account Setup

• Use a shared, role-based business email for owner/admin access.
• Enable strong password practices for all users.
• Keep account recovery contacts up to date.

Workspace Setup

• Use a clear workspace name (for example, business unit or group name).
• Confirm company profile fields before inviting the wider team.
• Keep your workspace active and organized for reporting and audit consistency.

Company (Tenant) Information

Make sure these are complete and accurate:

• legal business name
• tax identifiers
• primary email and phone
• address and operating details

Incorrect setup here usually causes avoidable invoice errors later.

Multi-Company Operations

If you operate multiple companies, keep each company profile clearly separated and review roles per company context.

Recommended Ownership Model

• 1-2 owner/admin users
• designated finance lead
• designated operations lead

Continue with Invite Team and Set Roles.