Administration
Run the account — manage users, roles, and per-location permissions, review change history and undo, handle billing, configure custom fields, and understand security and data privacy.
The Administration module is where you configure and govern the account itself — who can do what, how data is extended, what changed, and how billing and security work.
Access & people #
- Users, Roles & Permissions — staff accounts, roles, and permissions scoped to specific inventory locations.
Governance #
- Change History & Undo — a full audit trail of edits across the app, with one-click undo of tracked actions.
- Security & Data Privacy — how your data is isolated, protected, and handled.
Configuration & billing #
- Custom Fields — add your own attributes to records, inherited down category → Product → unit and similar chains.
- Account & Billing — plan, subscription, and billing management.
- Branding — upload an account logo under Account Settings → Branding. It appears on the customer portal, in portal emails, and as a letterhead on document PDFs, alongside each location's address and support contact.
Doing it from the API #
See API: Getting Started for authentication and token setup.
# List users
curl "https://your-domain.com/api/v1/users" \
-H "Authorization: Bearer $TOKEN"