Administration

The administrator's home — everything under System, and the recommended order to set your organization up in.

Set your organization's identity and organization-wide defaults — name, timezone, locale, and the domains that identify your company.

Turn modules on and off to shape your organization — enabling only the tools your team uses, and adding more whenever you're ready.

Invite your team, assign roles, and manage user accounts — activation, deactivation, and role changes.

Control what everyone can see and do with roles built from granular, per-module permissions — enforced everywhere, including by Prox.

Group people into teams to organize assignment and shared work across the organization.

Set your organization's sign-in policy — including requiring two-factor authentication for everyone — to protect your data.

Manage your subscription, seats, payment method, and invoices from inside the organization.

The catalog behind your pricing — every product and service you sell, with one-time and recurring prices, costs, categories, and vendors.

Define the work roles, billing rates and cost rates that drive time tracking, resourcing, invoicing and client profitability across the organization.

Connect AI tools and automation to your organization through the MCP server — by signing in, under the permissions you already manage.

Review a record of significant changes across the organization — who did what, and when — for accountability and troubleshooting.