- Manage usersBrowse, view, edit and remove the people in your organization.
- InvitationsInvite people from the Users page, then resend or revoke invitations.
- Org chart and reporting linesHow Operational Manager builds the org chart, and how to set reporting lines.
- Roles and permissionsDisabledThe default permissions each role has, and the Roles & Permissions editor.
- Activity logThe organization-wide audit trail of who changed what.
- Organization settingsYour organization's name, logo, domain and default timezone.
- Billing and plansPartialYour plan, trial period, payment method and invoices.
- Delete a companyComing soonPermanently deleting an organization and its data.
- Document types and custom fieldsComing soonDefine document types with custom fields and expiry alerts.
Administration
Manage people, reporting lines, access, organization settings and billing.