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Practical guides and answers for using Ooctal.
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Settings
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Settings
Workspace security, two-factor authentication, and audit logs
Protect sensitive financial records with 2FA, session controls, and granular audit trails.
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Settings
Role-based access control (RBAC) and custom staff permissions
Create customized user roles, restrict access to financial reports, and enforce company segregation.
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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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Company identity and tax profile
Keep the company identity and legal details ready for documents.
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Notification preferences
Control which operational notifications users receive.
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Integration health and access
Monitor connected services and remove unsafe access.
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Company calendar and timezone
Align dates, working hours, and scheduled activity.
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Email and document delivery
Send company documents through approved delivery settings.
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