People, company and activity
Settings only shows the sections your role allows.
| Section | What it is for | Permission |
|---|---|---|
| Company | Your company's email name | Manage company and security settings |
| Working days | The days your company works, and bank holidays and closed days | Manage company and security settings |
| Depots | Your depots, synced from MCS | Manage company and security settings |
| Users | Invite people and set their role, depots and approval limit | Manage people, roles and teams |
| Roles | What each role allows. See roles and permissions | Manage people, roles and teams |
| Teams | Groups of people, optionally for one depot | Manage people, roles and teams |
| Email templates | See email templates | Change workflows |
| MCS connection | See MCS connection | Manage the MCS connection |
| MCS endpoints | See MCS endpoints | Manage fields and MCS lookups |
| Field library | See field library | Manage fields and MCS lookups |
| Approvals | Changes waiting for a second admin | Manage company and security settings |
| Activity log | Who did what, and when | See the activity log |
| Usage | How much your company has processed | See usage |
Company
The email name is the first part of all your addresses, up to 20 small letters, numbers and hyphens. It is fixed once your first address is made.
Inviting people
- In Settings, Users, select Invite someone.
- Enter their Email, and choose their Role, Depots (all, or only some) and, if needed, an Approval limit (blank uses the role's limit).
- Select Send invite. You can also copy the invite link.
The invitation expires after 7 days. Use Resend invite to send a fresh one. Change updates a person's role and depots; Remove takes away their access. The last admin cannot be removed.
Approvals
Some changes need a second admin, such as a new MCS login, removing an A person approves step, or turning a workflow back on. They wait here with Approve and Reject. You cannot approve your own request.
Activity log
Every change to people, roles, teams, workflows, mailboxes, templates, contacts, work items, the MCS connection and company settings is recorded as a plain sentence, such as "Jo Smith published workflow Supplier invoice". Filter it with Show. Changes made by MCS staff show their name with "MCS"; automatic changes show "Rent Stream AI".
Usage
Choose a Month to see emails received, work items, how many were done with no person needed, records sent to MCS, AI reading used, and work items by workflow.