1Organization
- Company setup and Organization profile — your name, country, currency, time zone and which products your team uses
- People & access — everyone who can sign in, their status and access in every product
- Designations & permissions — the jobs in your company and what each may do
2Billing & plan
- Plan & billing — your plan, payments, coupons and GST details; this stays open even if a trial has ended
- Invoices & payments — tax invoices, credit notes and every payment for your subscription
- Usage & limits — seats, AI, storage, email, voice and domains against your plan
3Branding & domains
- Branding — logo, name and colours across products, emails and PDFs
- Default domain and Custom domains — your addresses, with automatic SSL
- Sender email — send from your own address
- Apps & downloads — your own phone and desktop apps
4Connections & automation
- Integrations — your own email, AI, voice, WhatsApp, push, social, Google and payment keys, with SelfRun's as the fallback
- Payment account — your own gateway for invoices and salaries
- Notification center — every email, in-app and push message, and your announcements
- Documents & PDFs — every PDF with a preview in your letterhead
- AI prompts — the wording behind your AI assistants
- Scheduled jobs — what runs by itself, and when
- Automations — when something happens, notify, email or call a webhook
5Data and security
- Import data — bring leads, clients and employees in from CSV
- Backups & data — weekly backups to download and restore, and deleting your data
- Audit log — who did what, across products
- Security — your sign-in, password, sessions and accounts that need attention