MyTabulonBusiness guide
Dashboard
Complete product guide

Security guide

MyTabulon separates internal workspace access from customer-facing links and public pages. That separation protects business records while still allowing payments, invites, and shares.

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.

Trust

Security, Access & Safe Sharing

MyTabulon separates internal workspace access from customer-facing links and public pages. That separation protects business records while still allowing payments, invites, and shares.

  • Dashboard pages require authentication and company access.
  • Team roles and employee viewer restrictions limit sensitive business tools.
  • Payment links use long random tokens; invoice numbers are references, not secrets.
  • Share payment links, PDFs, receipts, emails, invites, or chat shares with customers instead of dashboard URLs.
  • Keep payment, AI, email, calendar, WhatsApp, Telegram, and storage secrets in backend environment variables only.
  • Plan-gated APIs verify company access, subscription state, plan tier, and plan caps before mutating records.
  • File uploads and operation documents count against plan storage allowance.
PrivacyTermsAccess controlDeletion controls

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
Can employees access the whole dashboard?

Not by default. Employee Viewer accounts can access profile settings, assigned tasks, and personal notifications until an administrator promotes them to broader team access.

EmployeesTeam Board
Where are legal pages and consent links?

Privacy and Terms pages are public. Registration, WhatsApp, Telegram, and invite flows link to them when user consent or legal context is needed.

PrivacyTerms

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