Getting started

First login Signing in, the toolbar, and installing the ERP on a phone.Organizations The boundary every other feature respects.

The one idea

Before anything else: everything belongs to an organization. Records, files, terms, menus, mail, permissions, appearance.

Two firms can run on one installation and neither can see the other — not their data, not their files, not a label. Which one you are working in is whatever the toolbar says you have open.

Almost every "why can't I see this?" starts there.