Company & System is the setup centre for your account. Here you build the company, branch and warehouse structure, keep staff records, configure system settings and define user permissions. Without this module, document scope and security settings never become clear.
You can align your company tree from Mikro, Logo or Piconn through the sync.
The setup screens are on web. Mobile sign-in goes through the Dashboard.
Who is it for?
System administrators build the company, branch, warehouse and group structure. HR teams manage staff and department records. IT runs system settings, templates and message logs. Whoever owns security defines user permissions. Every module user works within this scope and these settings.
How it works
Do the setup in order: company first, then branch, then warehouse. The group structure helps with report and permission roll-ups.
Staff and department records are the reference for equipment assignment and approval flows.
System settings decide the general behaviour of your account. Templates decide how documents and messages look. When you change a template, documents from that point on are affected. Past output stays exactly as it was in the archive.
Message logs show the trail for notifications and integrations. "Did that message go out?" is answered here. If the log is empty, check your notification channel settings.
You grant user permissions at module and action level. Once you open more than one company, choosing a scope becomes mandatory, which lowers the risk of working in the wrong company.
The multi-company feature makes scope selection explicit. Permissions apply the role and rights structure. Notifications work with the message channels. For organisation alignment, Integration and system sync are used together. Modular licensing decides which modules are open.
Benefits
The whole setup sits in one centre.
The company, branch and warehouse structure is clear.
Staff and department records make permission assignment easier.
Message logs speed up troubleshooting.
The company tree in your existing system can be kept aligned.
Related modules
- Business Partners — the organisation view
- Dashboard & Sign-in — sign-in
- Integration — alignment with your existing system
- Master Definitions — definition settings
Related features
Permissions, multi-company, modular licensing, notifications, system sync, list experience.
Short FAQ
Where are user permissions managed? Under Company & System, on web. They share the same rules as the permissions feature.
Is company setup available on mobile? No, the setup screens are on web. Mobile sign-in goes through the dashboard and management screens.
Next step
Build your company, branch and warehouse structure together with the first permission matrix. Starting with one company and two branches to verify permissions lowers the risk. Open the third branch afterwards. Verify templates and message logs on day two. Begin with Try Free, or choose from the Modules catalog.