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Go to Users & Access → Users and click “Invite User.” Enter their email and assign a role — they'll receive an email invite that expires in 7 days. You can resend or revoke pending invites from the same screen.

Click “Forgot password?” on the login screen and enter your account email. A reset link valid for 30 minutes will be sent. If you don't see it, check your spam folder or ask an admin to trigger a reset from Users & Access.

Account owners can request deletion from Settings → Account → Danger Zone. This permanently removes your workspace, data, and billing history after a 14-day grace period, so make sure to export anything you need first.

Open your avatar menu → Profile Settings. Email changes require a confirmation link sent to the new address before the change takes effect.

Yes. Connect QuickBooks or Xero from Banking → Linked Services, and invoices sync automatically on a nightly schedule. You can also export any date range as CSV or PDF from Invoices → Export.

Go to Settings → Billing → Payment Methods to add a new card or bank account and set it as default. The change applies to your next billing cycle immediately.

Annual plans are refunded on a pro-rated basis within 30 days of purchase. Monthly plans are non-refundable but you keep access until the end of the current billing period after cancelling.

From Settings → Billing → Plan, choose a higher tier or increase seat count. Charges are pro-rated for the remainder of your current cycle.

Yes, enable 2FA under Settings → Security using an authenticator app (TOTP) or SMS. We strongly recommend enabling it for all admin and finance roles.

Navigate to Settings → Developer → API Keys and click “Generate Key.” Keys inherit the permissions of the creating user and can be scoped to read-only if needed.

All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Backups are encrypted and retained for 30 days on isolated storage.

Yes, under Users & Access → Roles you can clone a built-in role and adjust module-level permissions (view, edit, delete, export) individually.

Open the user's profile in Users & Access → Users and choose Deactivate to revoke access instantly while preserving their audit history, or Remove to delete them entirely.

SSO via SAML 2.0 and OIDC is available on Business and Enterprise plans. Configure it under Settings → Security → SSO with your identity provider's metadata.

The Audit Log under Users & Access records every create, update, and delete action with timestamp, actor, and IP address, filterable by module and user.