Team, settings & security
Manage access, documents, company settings, and audit history.
Invite teammates and manage accessGrant the right workspace permissions and revoke access safely.Manage company and profile settingsKeep your company details, personal identity and active workspace correct.Customize branded documentsKeep purchase orders, invoices and packing documents consistent with your company.Audit logs and account securityTrace important changes and protect access to business data.Advanced settings: historical inventory repair and data backupsSafely review large historical corrections, restore safeguards and administrative recovery tools.Workspace reset and Danger Zone: irreversible actionsUnderstand how to protect business records before deleting, clearing or resetting a workspace.Query Health: partial totals, rollups and report troubleshootingUnderstand partial-report warnings and how to verify or recalculate operational aggregates safely.Order attributes and custom business fieldsConfigure consistent order metadata before importing records and automating your processes.