Your workspace
Setting up your organisation, inviting your team and keeping your contact book in order.
Setting up your account
- What an organisation isStart hereYour company's space: what it holds and what never leaves it.
- Inviting someone from outsideGoing furtherAccountants, auditors and advisers: what to give them and what not to.
- One organisation or several?Going furtherThe hardest decision to undo, explained with the three criteria that matter.
- When the company changes its nameGoing furtherChanging the name takes a minute. What matters is what must not change: everything already issued under the old one.
- Working with several companiesGoing furtherWhen one organisation with teams is right and when you need several.
- Setting up your organisation on day oneThe four settings worth getting right before you send your first document.
User management
- When someone has two accountsStart hereThe same person logging in with two different emails: why it happens and why to fix it early.
- When someone leavesGoing furtherThe day they go, and the two weeks before. In that order of importance.
- The auditor role: looking without touchingGoing furtherFor whoever has to review and should not be able to change anything, not even by accident.
- Letting your team join by email domainGoing furtherAnyone with a company email joins without an invitation. And why that has a limit.
- What permissions to give each personGoing furtherNeither everyone an administrator nor everyone read-only: the split that works.
- The annual permission reviewAdvancedHalf an hour that prevents the problem nobody sees coming.
- Users, roles and permissionsWho is a user, who is an external participant, and what each role can do.
Contact list
- Where does everything live?Start hereThe map of what lives where, so you stop looking in the wrong place.
- Naming things so you can find themStart hereThree naming rules worth more than any folder structure.
- How many contacts to keep per companyStart hereOne is too few, five nobody maintains. And writing «to the company» is the fastest way to get no reply at all.
- Searching and actually findingGoing furtherSearch by what the document says, not by where you think you filed it.
- When a contact changes companyGoing furtherEditing the card looks like the natural move, and it is exactly what erases the information you needed later.
- Your contact book, and why it decides whether people replyA properly recorded contact is the difference between people delivering and you chasing.