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Getting Startedhow toFor admin · Updated 2026-09-16

Setting Up Your Workspace

Configure your company profile and enable the modules your team will use before you invite anyone.

company settingsmodulescompany profilelogosetupworkspace

Set the company name, address, logo and contact information. These details appear on estimates, invoices and other client-facing documents.

An Admin configures modules, users and settings. Other roles — including Employees and Clients — have more limited access.

  1. 1Complete your company profile

    1. 1.Open Settings and select Company Settings.
    2. 2.Enter your company name and upload your logo.
    3. 3.Add the address and contact details used on generated documents.
    4. 4.Save your changes.
    Tip: Use your official logo so estimates and invoices look consistent.
    Result: Generated documents and the workspace display your company identity.

  2. 2Configure modules

    1. 1.Open Settings, then Module Settings.
    2. 2.Enable the modules you plan to use.
    3. 3.Save your selection.
    Warning: Disabling a module hides it for all non-admin users.

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