Company Configuration and Settings
User Management
Company administrators can manage all users within their organization:
- Add new users and send invitations
- Assign appropriate roles (Employee, Manager, Admin, Owner)
- Deactivate users when they leave the organization
- Adjust reporting relationships between managers and employees
- Monitor user activity and report submission rates
Company Settings
The company configuration panel allows customization of various settings:
Week Configuration
- Set the week start day (default: Friday)
- Set the week end day (default: Thursday)
- Configure report due day and time
- Set up automatic reminders for upcoming deadlines
Branding Options
- Upload company logo
- Set company domain for email validation
- Configure company contact information
- Customize email templates and notification settings
Subscription Management
- View current subscription plan details
- Upgrade or downgrade subscription tiers
- Manage payment methods and billing information
- View billing history and download invoices
- Add or remove user seats as needed
API Configuration
For companies that need to integrate with other systems:
- Navigate to Company Settings > API
- Generate a secure API key
- Configure rate limits and access permissions
- Access API documentation for available endpoints
- Monitor API usage through the dashboard
Security Settings
Configure security options for your company:
- Enable/disable Google SSO integration
- Set password complexity requirements
- Configure two-factor authentication options
- Set session timeout duration
- Enable IP restrictions for sensitive operations
Access Control
Understand the different role permissions:
| Permission | Employee | Manager | Admin | Owner |
|---|---|---|---|---|
| Create journal entries | Yes | Yes | Yes | Yes |
| Submit reports | Yes | Yes | Yes | Yes |
| View team reports | No | Yes | Yes | Yes |
| Manage users | No | No | Yes | Yes |
| Billing management | No | No | No | Yes |