Your account, organisations and users
Organisations, billing accounts, users, roles and plans.
- Organisations and billing accounts Sales Scribe keeps two ideas separate: your billing account (who pays and who has access) and your Organizations (the businesses whose books you keep). Understanding the difference…
- Sign in and out Signing in and out, the authenticator code and recovery codes, and the security measures that protect your account.
- Manage your profile and password Your profile and sign-in details are managed on the Profile pages, separately from your organisation and billing settings. This is where you change your password, change your email…
- Organisation roles and permissions What an organisation role is, which permissions each role gives, and what happens when your role doesn't include an action.
- Billing-account roles Everyone in a billing account has a billing-account role. Unlike organisation roles, these roles are enforced: they decide who can manage members and invitations, who can change…
- Invite a user Invite colleagues, clients or your accountant to your billing account so they can work in your organisations. Each invitation is tied to one email address and, optionally, to…
- Accept an invitation If someone has invited you to their Sales Scribe billing account, this article shows you how to accept. The most important rule: you must sign in or register with the same email…
- Manage members and access Once people have joined your billing account you manage them on the Members & Seats page: activate or deactivate them, change their billing-account role, and control which…
- Choose or change your plan Your subscription plan sets the features and limits (such as the number of users and organisations) available to your billing account. You choose and upgrade your plan on the Plan…
- Your subscription status Every billing account has a subscription status that controls whether you can use Sales Scribe normally. You can see it on the Account Overview and Plan pages, next to your plan…
- Account blocked — what to do If Sales Scribe stops you with a full-page notice instead of the screen you expected, this article explains the most common ones and how to get moving again. Which notice you see…
- Activity and audit history The Audit Trail is a permanent, read-only record of what happened in your organisation — who did what, and when. It is useful for answering questions like "when was this invoice…
- Your data and privacy This guide is the map of everything Sales Scribe offers around your data: taking a
- Erase your personal data You can permanently erase the personal data Sales Scribe holds about you as a person —