Workspace and roles

Create an organizationLink to the section “Create an organization”

Organizations are for business accounts.

1. 1Choose sole proprietor or legal entity as your account type.
2. 2Choose Create organization during onboarding or in the switcher above the dashboard navigation.
3. 3Fill in its details — you become the owner.

Find your wayLink to the section “Find your way”

An organization opens in its own workspace:

• The sidebar groups sections: workspace, money, people, work and admin.
• Under each section are its views and everyday tasks, like “New transaction” or “Request leave”.
• The overview shows this month and what needs your attention.

Roles and permissionsLink to the section “Roles and permissions”

Every member has one role:

• Owner and Admin run the organization and its members.
• HR manager and Accountant keep people and money.
• Member and Viewer work in, or read, the shared sections.

Make it yoursLink to the section “Make it yours”

Each member can arrange the sidebar and the overview for themself: choose Customize, drag the blocks (or use the up and down buttons on a phone), then Done. The layout follows your account to every device.