Integrations and settings
Manage connections, members, tags and the settings for your organization.
In this section
- 01 Connect and configure Pennylane Authorize the right Pennylane company, review account filters, and verify the first import.
- 02 Connect and configure Zoho Books Connect the right Zoho Books organization and region, then verify the first synchronized accounts.
- 03 Monitor, retry or repair synchronization Read connector state, distinguish a manual account from a disconnected source, and choose the right repair.
- 04 Organization settings and first follow-up delay Set organization information and the delay before the first collection action.
- 05 Invite and manage members Invite each colleague with an individual address and promptly remove access that is no longer needed.
- 06 Manage tags Separate predefined and custom tags, and classify accounts without changing collection behavior.
- 07 View the audit log Reconstruct a human change from its author, date, action, and affected resource.
- 08 Security, access and good practices Reduce unnecessary access and protect invitations, reset links, and integration authorizations.
- 09 Edit the organization name and email domain Update the workspace identity and the domain used to validate team members.
- 10 Track credit balance and usage Review paid-action costs, every charge, and your organization’s remaining credit balance.