Launch, Structure, and Scale Your Accounting Environment
Secure access, configure your workspace, and manage multiple companies under one structured framework.
What This Section Covers
Onboarding & Workspace Management defines how users access the system, how companies are created, and how multi-entity environments are organised under a single brand or administrative structure.
This section ensures secure activation, structured company setup, and scalable workspace control.
Getting Started
Activate users securely, set up company environments, define country and currency settings, and establish the structural foundation for accounting operations.This module covers first-time access, secure authentication, company configuration, and supported country alignment.
How Onboarding Connects to System Structure
Workspace configuration directly affects
Chart of accounts setup
Tax code alignment
Currency and
reporting basis
User access control
Multi-entity management
A structured onboarding process ensures financial integrity from the start.
Frequently Asked Questions
What does Onboarding & Workspace Management control?
It governs user activation, company setup, branding configuration, and multi-company administration.
Can I manage multiple companies under one workspace?
Yes. Group access allows structured management of multiple companies within a single branded environment.
Is onboarding linked to tax and chart setup?
Yes. Country selection and structural defaults influence tax codes and chart configuration.
Can login pages be branded?
Yes. Custom login URLs with branding are supported for partners and resellers.
Can workspace administrators be assigned?
Yes. Group Admins can be assigned with structured permission control.
Does each company operate independently?
Yes. Each company maintains its own accounting structure within the group workspace.