Settings

Integration health and access

Monitor connected services and remove unsafe access.

1 Min read

Review connection status, last synchronization, scopes, owner, and expiry information. Test the integration after changing credentials or permissions. Disconnect unused services and rotate credentials through the provider when a staff member leaves.

Related guides

4 Guides

Company profile and document settings

Maintain company identity, numbering, templates, and communication defaults.

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Users, permissions, and subscription limits

Control access while keeping the company within its enabled plan.

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Workspace security, two-factor authentication, and audit logs

Protect sensitive financial records with 2FA, session controls, and granular audit trails.

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Company identity and tax profile

Keep the company identity and legal details ready for documents.

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