Administration Overview
The Administration section groups the admin-only tools for running your business account — managing businesses and branches, approving and managing users, reviewing the audit trail, restoring deleted invoices, and configuring settings.
Accessing Administration
Administration lives in its own section of the left sidebar and is available to admins / business owners only.
Administration areas
| Area | What it does |
|---|---|
| Business Management | Manage your businesses and branches, and their details |
| User Approvals (Business Users) | Review and approve users requesting access, and manage internal business users & their roles — see User Roles and Approvals |
| Website Users | Manage customer/portal (website) user accounts |
| Audit Trail | Review a log of key actions taken in the system |
| Recycle Bin | Restore or permanently delete removed invoices — see Invoice Recycle Bin |
| Settings | Business, invoice, tax, payment and branding configuration |
Who can access Administration?
- Admin / Business Owner — full access to every administration area.
- Other roles only see the areas their role permits (for example, most staff roles don't see Administration at all).
Audit Trail
The Audit Trail records important activity (who did what, and when) so you can review changes for accountability and troubleshooting.
Recycle Bin
Deleted invoices are moved to the Recycle Bin rather than removed immediately, so they can be restored or permanently deleted. See Invoice Recycle Bin for details.
Related Topics
- Business Management — businesses & branches
- User Roles — roles and access
- Approvals — approving user access
- Settings — system and business configuration