Set up · Status
Is it working, and what you can fix yourself.
What your firm has
Your planAgreed with us directly
Your own name and lookswitched on
Seats4 of 10 in use
Every change
- Ravi Patel was given a way in.They can open the app.Maria Reyes · 20 Apr 2026, 07:00 UTC
- Ana López was given a way in.They can open the app.Maria Reyes · 30 Mar 2026, 07:00 UTC
- James Tate was given a way in.They can open the app.Maria Reyes · 9 Mar 2026, 07:00 UTC
- Your firm's own name and look were switched on.The app carries your firm's identity, not ours.Maria Reyes · 22 Jan 2026, 07:00 UTC
- What your firm can open was changed.The doors available to your firm are different.Automatic · 10 Dec 2025, 07:00 UTC
- Maria Reyes was made an owner of this firm.They can now change everything in Set up.Automatic · 10 Dec 2025, 07:00 UTC
- Your firm was set up on the system.Your firm exists here, with what it holds recorded.Automatic · 9 Dec 2025, 07:00 UTC
Every change on this list was made by someone at your firm.
Putting a change back
You can read everything that has happened. Undoing a change from this list is being built — for now, making the change again is how you put it back.
Trying it, rather than reading the record
What needs attention is read from your firm's own record, every time you open this page. Actually trying signing in, the app, your web address and email — each with the time it ran and a way to run it again — is being built. Until it is here, this page tells you what your record says and does not guess at anything it has not read.
Taking a copy of everything
A full copy of your firm's data, in the shape of the interface rather than of our tables, is being built and will sit in one place rather than on every screen. Ask us in the meantime and we will do it the same day.