Admin panel

Staff

Everyone in your firm with a sign-in. Admins can manage staff. Admins and regular users see only the clients they have been given. A client is a business owner with a sign-in to their own company: they see the client summary and can build their own scenarios; the workspace owner sees every client and chooses who works on which, in the Clients tab. Nobody sees another firm's clients, ever.

Clients

Pick a company to choose who can work on it.

Restore from a backup

Puts a client back from a backup file. It always creates a new client, so nothing already here is touched.

Signed in as

Change password

Your current password is required. An open session on a borrowed or stolen machine should not be enough to lock you out of your own account.

Two-factor authentication

An authenticator app (1Password, Authy, Google Authenticator) generates a six-digit code you enter after your password. With it switched on, your password alone is not enough to reach any client data, and that rule is enforced by the database, not just by this page.

Demo mode

Loads a fictional company with fabricated figures, for showing the tool to someone without putting a real client's finances on screen. While it is on, your real clients are not loaded at all, and nothing you change is saved.