Settings
- Responsibility roles
- Project-bound role
- Delegations
- Notification Preferences
- Pipeline Settings
- Project Templates
- Document Templates
- Document Sequences
- Digital Signature Settings
- Team Logo
- Inviting team members
- Removing a team member: handing off pending approvals
- Approval Policies
- Required invoice fields on a step
- Decision note required
- Send-back target
- Reminder cadence
- Escalation timeout
- Auto-approve threshold
- Trigger mode
- Multiple matching policies
- Forbid self-approval (four-eyes)
- Bill approval policies
- What the NAV connection options do
- Looking up your own company details by tax number
- VAT validation and company data lookup by country
- What happens when a NAV option is off?
- Roles and permissions
- Creating your own roles
- How many members does removing a permission affect?
- Custom permissions for one member
- Why can a member access this?
- Who can manage roles and permissions?
- Customizing a member's menu
- Company switch confirmation
- Connecting Demona to an AI assistant (MCP)