Owners
Owner Accounts
Headquarters owner accounts, administrative access, and owner-level visibility will be managed here.
Internal Headquarters
Settings
Admin View
Settings
Headquarters administration
People
Users & Access
Employees
Employee Accounts
Employee accounts, internal access, and assigned work visibility will be organized here.
Invitations
Pending Invitations
Future Headquarters invitations, invite status, and account setup progress will appear here.
Controls
Roles & Permissions
Roles
Role Groups
Future owner, employee, and limited-access role groups will be defined here.
Permissions
Workspace Permissions
Future visibility rules for clients, invoices, contracts, settings, and internal workspaces will be managed here.
Configuration
Workspace Configuration
Defaults
Workspace Defaults
Future default settings, client onboarding options, and workspace preferences will appear here.
Templates
Email Templates
Future branded email templates for reminders, invitations, Playbook notices, and client communications will be managed here.
Connections
Connected Services
Future integrations for billing, email, storage, and automation services will be configured here.