Überblick
Einstellungen, Subject Companies, Mitglieder, Einladungen, Rollen, Kanäle und Data-Plane-Verbindungen verwalten.Schritte
- Manage locale, timezone, currency, reminders, and owner-scope settings.
- Create subject companies and default payee information.
- Invite members and assign roles and subject scope.
- Preview handover before offboarding a member.
- Configure notification channels and data-plane connections where entitled.