Help centre
Configuration
Your business details, taxes, payment methods, branches, document terms and the people who work with you.
Set up your team
What to configure before you start selling — your business details, taxes, payment methods, the messages your customers receive, and the words the system uses for your own line of business.
Work with branches
What a branch is, what changes on every screen once you are inside one, what stays shared across the whole team, and how a role is tied to the branches its people may open.
Document terms and conditions
How to write the terms your documents carry, how one reaches a quotation on its own, how a client accepts one from the link you send, and what a required term blocks.
Who can do what
How to add the people who work with you, what a role is, how to read the permission grid, and what "only sees their own data" really grants and takes away.
Connect your AI assistant with MCP
What MCP is, how to switch it on for your team, how to create a token in the team settings, and what Claude, ChatGPT or another assistant can do there with your permissions.