Admin & settings

46 s Add a user to your team Give a colleague their own login, choose what they can open with a role, and change or remove their access later. 5 steps Video guide Open → 49 s Create a role with view-only or full access Decide what a group of people can open: for each module choose None, View or Full, then give the role to team members. 4 steps Video guide Open → 30 s See who logged in and what changed in your team The activity log lists logins, failed logins and team changes in your company for a year, with the time, the person and where from. 3 steps Video guide Open →

35 s Turn add-ons on and off Add a module your plan doesn't include, such as Purchases or Payroll, and turn it off again when you no longer need it. 3 steps Video guide Open → 40 s Company details and logo on your documents Set your company name, address, tax number, logo and brand colour, which print on invoices, quotes, receipts and payslips. 4 steps Video guide Open → 35 s Change how document numbers look Set the prefix and number of digits for invoices, quotes, bills, receipts and other documents, with the year in the number if you like. 4 steps Video guide Open →

45 s Turn on two-factor login Protect your login with a 6-digit code from an authenticator app on your phone, and save your recovery codes. 5 steps Video guide Open → 33 s Require two-factor login for your whole team Make every login in your company, including self-service employees, set up two-factor login before they can use the app. 3 steps Video guide Open →

32 s Choose your notifications Pick, for each kind of alert, whether it shows in the bell, arrives by email, or both. Only your own login is affected. 4 steps Video guide Open → 35 s Export your data or close your account Download everything your company has in Owlvix as a ZIP of spreadsheets and files, and ask us to close the account. 3 steps Video guide Open →