Access & company data
Understand roles, company boundaries, and retained records.
Company roles
Owners and administrators can manage modules, plans, settings, employees, currencies, and rates. Members can view permitted module screens but cannot submit administrative changes. Membership must be active to access a company.
Company boundaries
Each operational record belongs to a company. Switching companies changes the workspace context. Server-side membership checks, module checks, and tenant-scoped validation control access to records. Public demos use separate fictional data.
Activity history
The workspace records module enablement, settings changes, organization creation, employee changes, and Accounting currency/rate entries. Settings shows recent administrative activity. A full audit export interface is planned.
Retained data
Disabling a module retains its records and prevents access until re-enabled. This is distinct from a backup service. Retention periods, customer exports, and deletion procedures will be defined before production onboarding.