MyTabulonBusiness guide
Dashboard
Complete product guide

Team & Access guide

The Team Board manages people who can operate inside the business workspace. Roles control who can administer the company, manage records, and invite others.

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.

Permissions

Team Board & Role Access

The Team Board manages people who can operate inside the business workspace. Roles control who can administer the company, manage records, and invite others.

  • Invite team members by email and track pending invitations.
  • Assign roles such as Owner, Administrator, Manager, Member, and Viewer according to the access model.
  • Edit job titles, change roles, resend invites, and remove members from the Team Board.
  • Team capacity follows plan limits: Free has owner-only access, Plus has 2 members, Pro has 10, and Max has 50.
  • Team invite acceptance happens through the public Accept Invite flow, then the user joins the company workspace.
  • Employee Viewer accounts remain restricted until promoted by an administrator.
Team BoardAccept inviteTeam limits

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

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