Resumen
Ajustes, entidades, miembros, invitaciones, roles, canales y conexiones de plano de datos.Pasos
- 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.