Organization
The internal side: your team, what each person may open, and the modules behind it.
Organization is everything that is not public: who works with you, what each of them may open, and the records the company keeps. None of it appears on your storefront or in the feed.
Your team
People join by invitation and have to accept it, so nobody is attached to a company without agreeing to be. Each person signs in with their own personal credentials and then acts for the company, which is why removing someone ends their access immediately without touching the work they did.
Permissions
Permissions are granular per module. Someone can run the storefront without seeing HR, or read the CRM without being able to move money. An owner holds every permission by definition, and the right to manage billing is its own permission rather than something a manager inherits with the rest.
The modules
- CRM
- Leads, quotes, customers and support tickets on one pipeline.
- Finance
- Orders, fees, payouts and invoices in a ledger you can export.
- Tasks and calendar
- Work assigned to people, with dates the whole team can see.
- HR
- Roster, roles, reviews and time off.
- Assets
- What the company owns, who holds it, and when it was last serviced.
- Legal
- Contracts, their dates and the documents attached to them.
- Compliance
- The obligations the company carries and the evidence for each one.
- Integrations
- Connections to the outside tools the company already runs.
What leaves
Nothing here is published, sold, or used to rank anything. It carries the same encryption as the rest of the platform and it leaves in one direction only: an export you asked for.