Account
Company information and team access
Keep company identity, user access, and document settings accurate.
Company and representative details
Review company contact information, branding, terms, and representative details in Settings. A company logo and a representative signature serve different purposes.
A teammate should join the intended company through your existing team workflow. Do not create an unrelated company to work around an access problem.
Active team membership determines the company profile loaded at sign-in. Ask your company administrator to check the invitation and membership status if the wrong company appears.
Access and account changes
Use individual accounts rather than sharing passwords. Only grant roles supported by the current account-management interface.
Local records are scoped by both account and company. Switching company or user changes the visible local workspace.
If a workspace save or recovery error blocks access, resolve it before continuing. Do not reinstall the app to troubleshoot records you have not exported or backed up.