Company Settings
This collection covers how administrators configure and manage organization-wide settings in SubBase. These articles explain how to control user access, project groups, permissions, addresses, cost codes, and approval workflows, as well as how to customize order and invoice behavior. Use this section to set up SubBase to match your company’s structure, policies, and accounting requirements, ensuring consistent workflows across all projects and teams.
By Gabby1 author7 articles
- Company Settings OverviewWhere an Admin sets up users, roles and permissions, cost codes, order rules and company-wide defaults for everyone at your company.
- Set Up Your Invoice WorkflowAdmin setup for approval steps, who each step goes to, and whether an invoice must match its purchase order and deliveries before approval.
- Replace a UserHand a departing person's open orders, projects and invoices to their replacement in 1 step, and see exactly what moves and what stays behind.
- Set Company-Wide DefaultsCompany-wide switches under Other Settings: what every project must carry, how orders behave, tax codes, branding, notifications and mobile.
- Reactivate a UserRestore access for someone who was deactivated, when SubBase tells you the email address already exists, without creating a second record.
- Manage Permissions by RoleSet what each of the 5 roles can do across orders, invoices, commitments, inventory and mobile, and apply it to everyone on that role.
- Add a UserInvite 1 or more people to your company account, give them a role and project groups, and resend an invitation that has expired.