PLATFORM ADMINISTRATION
Manage your workspaces
This login manages business accounts only. It does not give access to their reports, contacts or files.
Business workspace login
Use the workspace address supplied in your invitation.
ACCOUNT MANAGEMENT
Business workspaces
Create accounts and manage access. Business information stays private.
Account administration onlyNo access to financial records, CRM, uploaded files, reports or integration credentials.
| Business / charity | Administrator | Access | Setup | Invitation | Account actions |
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No workspaces yet. Create a workspace to get started.