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Add users and maintain customer/supplier details
Maintain identities and business details used in assignments and party selectors.
Read guide → App setup & access↗Change app settings safely
Find grouped settings and understand how changes are saved.
Read guide → App setup & access↗Configure and review notifications
Review notification configuration and the alerts you receive.
Read guide → App setup & access↗Configure document numbering
Set up document number for consistent choices in related workflows.
Read guide → App setup & access↗Fill additional details and manage custom forms
Use company-specific forms attached to supported app workflows.
Read guide → App setup & access↗Inspect activity history
Review who changed a record and inspect available details.
Read guide → App setup & access↗Maintain categories
Set up categories for consistent choices in related workflows.
Read guide → App setup & access↗Maintain cities
Set up city for consistent choices in related workflows.
Read guide → App setup & access↗Maintain company details
Keep the company identity and available business settings accurate.
Read guide → App setup & access↗Maintain countries
Set up country for consistent choices in related workflows.
Read guide → App setup & access↗Maintain managed choices
Set up managed enums for consistent choices in related workflows.
Read guide → App setup & access↗Maintain shared masters
Set up masters for consistent choices in related workflows.
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