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Administrator guide
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Guide chapters
- IntroductionWhat the Admin area is, who can use it, and how this guide is organized.
- Getting startedA step-by-step checklist for setting up a new company.
- CompanyCompany details, preferences, numbering, and the rules that change how documents and stock behave.
- Users & SecurityUsers, roles and rights, sign-in rules, SSO and passkeys, and support access.
- ListsDocument statuses, profile lists, custom fields, sales tax, price books, item groups, locations, and list colors.
- IntegrationsConnections to shipping, card processors, web stores, EDI, tax, eSignature, automation, email, and calendars.
- TemplatesPrint forms, document email, labels, and screen layouts.
- AlertsAlerts and triggered events: emails, webhooks, and notes when documents are created, changed, or reach a status.
- DataImport from CSV, export lists, and review the audit log.
- Billing/SubscriptionYour plan, renewal, users and connections in use, add-ons, and pending approvals.
- QuickBooks syncConnecting QuickBooks Online and choosing what posts, how, and when.
- Troubleshooting and FAQAnswers to common questions and fixes for common problems.
- GlossaryTerms used in Invatrak and in this guide.