Account Settings
Managing the fundamentals of your business
8 articles
How to Create a New Group, Location or Sub LocationInstructions to add locations and sub-locations, and attach employees to those venues
How to Assign HR Access PermissionsInstructions to grant system access to staff by role
How to Find and Edit Account SettingsInstructions to locate and customise business settings
How to Create Departments and Add MembersInstructions to set up internal group structures
How to Create Teams and Add MembersInstructions to set up internal group structures
How to Set Up Default Superannuation DetailsInstructions to add your business's superannuation settings
How to Set Up SignaturesInstructions to create individual management signatures for contracts and emails
How to Set Up Two-Factor AuthenticationInstructions to add extra sign in security to your account