Account Setup

Organisation Settings

Your organisation settings drive defaults across every module — name and logo on documents, timezone for scheduling, and currency for financial reports.

Go to Settings → General → Organisation to update:

• Organisation name & logo
• Country and tax identification number
• Default timezone
• Accounting controls — books lock date and financial year start month

See Organisation Settings for the full reference.

Team & Permissions

YSUITE uses role-based access control:

1. Create roles under Settings → Identity & Access → Roles, with a permission matrix per module.
2. Add users under Settings → Identity & Access → Users and assign each a role.
3. Optionally group users under User Groups for team-based assignment.

See Users, Roles & Permissions for the full walkthrough.

Security

• Login restrictions — restrict a role to sign in only from approved IP addresses, configured per role under Roles.
• Activity logs — a cross-module audit trail of changes is available under Logger; individual records (employees, activities) also carry their own change history.

See Security & Access Restrictions for details.

Custom fields & module setup

Extend a module with your own fields, adjust module-level behaviour, and set document numbering formats under Settings → General — see Custom Fields & Module Setup.