MyTabulonBusiness guide
Dashboard
Complete product guide

Companies guide

A MyTabulon user can own or access multiple business workspaces depending on plan capacity. Company records carry identity, plan, access, and deletion state.

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupLogo, currency, contact details, social links, billing, payout, and deletion safety live in settings.Check plan limitsFree, Plus, Pro, and Max control capacity, AI, storage, recurring rules, approvals, payroll fees, and payouts.Use global searchFind features and records across clients, leads, invoices, deals, tasks, files, expenses, team, and AI chats.Ask Maximo AIUse chat, voice, files, tools, memory, sources, and session organization when the work needs help.

Workspaces

Companies, Registration & Recovery

A MyTabulon user can own or access multiple business workspaces depending on plan capacity. Company records carry identity, plan, access, and deletion state.

  • Register a company, verify its email, choose a username, and complete the setup flow before operating.
  • Use Companies to switch, create, or manage additional business accounts when the plan allows it.
  • Company capacity is plan-gated: Free and Plus include 1 business account, Pro includes 3, and Max includes 10.
  • Business deletion is protected by confirmation and has a recovery window before permanent removal.
  • Recover Business handles businesses scheduled for deletion when recovery is still available.
Register companyCompaniesNew companyRecover businessVerify email

Fast answers

Easy FAQs

What should I do first after creating a business?

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

Business settingsPlan & Billing
Why do I see a plan or upgrade message?

The app checks plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.

Plan & BillingCompare plans
Which records can global search find?

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company.

Search guide
How do payment links stay safe?

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

InvoicesSecurity guide
What is Business Memory used for?

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, and conflict checks.

Business MemoryMaximo AI

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

Open Dashboard