MyTabulonBusiness guide
Dashboard
Complete product guide

Role Access guide

MyTabulon uses layered workspace roles so day-to-day contributors can work without receiving sensitive company memory, accounting, payroll, integrations, or ownership controls.

Guide index

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupOwners manage company setup; administrators can view business settings, but edits stay owner-only.Check plan limitsReview the owner account plan that covers owned workspaces, team capacity, AI, AI Docs, storage, payroll fees, and payouts.Share referralsWorkspace users can copy a personal referral link, track 20% subscription commissions, and withdraw NGN rewards to a verified Nigerian bank.Reach supportSend questions, bugs, billing issues, setup requests, Google Meet requests, and approved in-person requests from Support.Use global searchFind role-allowed features and records; sensitive accounting, team, memory, and admin areas stay hidden from lower roles.Open shortcutsUse Ctrl K for commands, g for navigation chords, n for quick create, and ? for the reference.Ask Maximo AIUse chat, voice, files, image tools, document tools, and sources within the signed-in user's workspace role.Use Maximo ComputerLet Maximo run browser/code work and keep project-attached cloud workspaces persistent for later computer or agent runs.Use slash commandsType / to run chat commands, pick active Agent Skills, or attach enabled MCP servers as context.Run Maximo GoalsType /goal and Maximo keeps working toward one objective across turns, then stops when an independent check says it's done.Use Maximo TagAdd Maximo to your WhatsApp or Telegram groups and tag it to help the whole team, with every chat saved to your workspace history.Review with Action PreviewBefore Maximo sends an email, moves money, or invites someone, it streams a live preview you can edit and send — or switch on Auto to send for you.Answer Maximo's questionsWhen a request could go several ways, Maximo asks a quick multiple-choice question right in the composer, then picks up where it left off once you answer.Create AI ImagesGenerate or edit images from chat or voice with Maximo Pandora Mini Image or Pro Image, then save outputs to Files.Create AI AudioTurn text into natural single or multi-speaker speech with Maximo Pandora Voice, then save the audio to Files.Compare AI benchmarksOpen public RPB scores for model tool accuracy, reasoning, safety, latency, cost, and trace evidence.Generate AI DocsAsk Maximo to create PDF, Word, spreadsheet, slides, HTML, TXT, or CSV files from prompts and workspace files.Schedule AI workAsk Maximo in chat or voice to watch a live topic, wake later, repeat checks, and save updates in chat.Open the calendarSee tasks, appointments, automations, reminders, due dates, payroll, Google sync, and Calendly bookings in one compact schedule.Connect toolsOwner/admin roles manage integrations, MCP, Agent Skills, calendars, files, email, signatures, and connected services.Bring Your Own ModelOwners and admins can connect OpenAI, Anthropic, or OpenRouter and share custom models with the workspace.Build Maximo SitesDesign, build, host, and publish websites and web apps with database and serverless functions directly from chat.Build Maximo DesignDesign, preview, and share on-brand decks, pages, prototypes, posters, and brand systems from chat with @design.Build Maximo FormsBuild, edit, and manage forms from chat with @forms — conditional logic, a shareable /f/{slug} link, and superior analytics.Personalize MaximoSet Maximo's personality and custom instructions, pick a theme with day or night, and choose how Enter sends in chat.

Permissions

Workspace Role Access

MyTabulon uses layered workspace roles so day-to-day contributors can work without receiving sensitive company memory, accounting, payroll, integrations, or ownership controls.

Owner onlyBusiness settings edits, payouts, deletion, ownership-level controls
Owner/AdminMemory, company-wide AI Actions, Automations, Analytics, Accounting, Payroll, Imports, Team, Employees, Integrations, MCP, Agent Skills
MemberDay-to-day CRM, sales, invoices, inventory, operations, tasks, calendar, files, AI Images, AI Audio, AI Docs, chat
ViewerRead-only allowed pages, no create/edit/delete/send/run/export/connect actions
Employee ViewerAssigned tasks, calendar, support, profile, security, notifications
Maximo AITool list, memory context, voice calls, and search results are filtered by role
  • Owner is the top business role. Owners can edit business settings and handle owner-only areas such as payout setup, ownership-level changes, deletion controls, and company management.
  • Administrator can manage sensitive workspace operations such as Business Memory, company-wide AI Actions, AI Automations, Analytics, Accounting, Payroll, Imports, Team, Employees, Integrations, MCP, and Agent Skills, but business settings edits stay owner-only.
  • Member can work in normal operating areas such as dashboard, Maximo chat, AI Images, AI Audio, AI Docs, CRM, pipeline, invoices, inventory, operations, tasks, calendar, files, support, billing visibility, and personal settings.
  • Member File Manager and AI Docs are scoped to the signed-in user: members only see files, folders, source files, and AI document jobs they uploaded, added, or generated themselves, while storage and document-limit counters still reflect the full business plan usage.
  • Member cannot view Business Memory, sensitive company context, accounting, payroll, analytics, automations, company-wide AI action history, imports, integrations, MCP, Agent Skills, team management, employee management, or business settings. Members can inspect, undo, and redo their own permitted Maximo AI actions from chat action history.
  • Viewer is read-only for allowed workspace areas and cannot create, edit, delete, send, approve, export, connect, import, sync, run, refund, credit, or schedule actions.
  • Viewer cannot use AI Images, AI Audio, AI Docs, or open sensitive owner/admin pages.
  • Employee Viewer is narrower than Viewer: assigned tasks, calendar, support, personal profile, security, and notifications only until promoted.
  • Hidden navigation is not the security layer. Backend APIs, Maximo tool access, live voice tool calls, global search, and background memory capture are role-gated too.
Team BoardBusiness settingsIntegrationsSecurity guide

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 the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.

Plan & BillingCompare plans
What does RPB mean on the benchmark page?

RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.

AI BenchmarksMethodology
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 when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.

Search guide
What are the main keyboard shortcuts?

Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.

Shortcuts 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, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.

Business MemoryMaximo AI
Who can add or manage Bring Your Own Model (BYOM) connections?

Only Business Owners and Administrators have permissions to manage BYOM connections and import/edit models under Settings > Integrations > Bring Your Own Model. Workspace Members and Viewers cannot manage connections.

BYOM settingsBYOM guide
Are BYOM models available to everyone in the workspace?

Yes, once a BYOM model is configured and enabled by an owner or administrator, it is available company-wide to all workspace members (Owners, Admins, Members, Viewers) through the model selector in Maximo AI chat.

Maximo AIBYOM guide

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