Vue d’ensemble
Paramètres, entités, membres, invitations, rôles, canaux et connexions de plan de données.Étapes
- 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.