Create a Business
Your tenancy unit for team, data, billing, and API credentials.
Last updated 2026-09-01
What it is
A Business is the tenancy container. Products, parties, invoices, expenses, team roles, subscription, email credentials, and Business Applications all live under it. Creating a Business typically makes you the owner membership for that Business.
Who can access
Signed-in users can register a Business. Updating Business profile and images requires membership in that Business with the appropriate permissions.
How to
Register
- Sign in, then choose create / register Business from the user home flow
- Provide required Business profile fields (name and related details as prompted)
- Select currency options from the currencies list when configuring the Business
- After creation, switch into the new Business context to use modules
Maintain
- Update Business details from Business settings
- Upload or remove a Business image when needed
- Review subscription so plan limits match how you work
Constraints
- Data is isolated per Business — switching Business changes the active dataset
- New Businesses start under the subscription/plan flow (free tier available)
- Roles, dashboards, and Business settings are browser/session concerns — not Integration API scopes