Review the first business
After installation, confirm the business and issuing-company details, legal identity and invoice numbering before creating real invoices. Set up the business's currencies, bank or cash accounts and posting policies.
Add local users
Open Users & Access → Users & business access. Create the people who need access and assign the appropriate local roles. Assign Owners and Accountants to the businesses they are responsible for and grant only the payment accounts they need.
The installation administrator manages system configuration. Financial entries still follow the saved approval policy; administrator access is not automatic approval for posting.
Check access before using real records
Use a controlled test with the intended role. Confirm that the user can reach assigned businesses and accounts and cannot see unrelated ones. Review permissions when somebody changes responsibility or leaves the business, and revoke obsolete sessions.
Each installation owns its own users, keys and settings. An Orbit account or another product account does not grant access to this workspace.
Current navigation
The current workspace groups local account management under Users & Access → Users & business access and Roles & permissions. The release operations guide may call this Administration → Users. Use the labels present in your installed release.
Review business identities in Administration → Businesses, issuer details in Invoice companies & logos, and saved approval rules in Transaction policies. Use the selected business context before creating or reviewing documents.