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User Manual · Chapter 16 — Administering your company

16.7 Good to know — administration

  • Your data is yours — export, always. Every list and report in this manual exports (1.3); the document library assembles bundles of a record's files (Chapter 14); and if your subscription is ever suspended, the company becomes read-only except that viewing, downloading and exporting keep working in full (15.7). Suspension is a billing state, never a lock on your own records.
  • Deactivate, don't delete. Deletion is reserved to the platform's highest role (16.1), so the tidy administrator's tools are the Active switches — on users, accounts, banks, categories and the rest. Deactivated things vanish from pickers and keep their history.
  • Two administrators are safer than one. The company-admin role can be given to more than one person; a company with a single administrator has a single point of failure with a password. (That is advice, plainly labelled — the application permits either way.)
  • Where this chapter ends. This chapter is the daily care of a running company. The decisions behind the setup — which profile, which chart, which switches, and the step-by-step configuration of each — belong to Chapter 0 and to the Implementation Manual behind it. When a question starts with "how should we have set this up?", that is its home; when it starts with "how do I run this?", it is here.

Snapshot: portal-v0-2026-11-10