The mobile app: connecting it and what it does
What the app does
It is not a trimmed copy of the desktop app but a set of actions you most often need away from a desk:
- invoices — create, view, send a PDF or an e-invoice, set the status;
- expenses — photograph the receipt and file the expense right there, rather than emptying pockets in the evening;
- projects and tasks — list, creation, status changes, assignees, comments;
- inbox — read an enquiry and reply;
- direct messages — conversations with colleagues;
- AI chat — a question about your own data;
- notifications — push and the unread list;
- operator status and working hours — for whoever answers the website chat.
Connection steps
Install the X7 app on your phone
Create a sign-in request
Enter your address in the app — it creates the request and shows a device verification code.
Open the confirmation in the browser
The App sign-in request page appears, headed Confirm sign-in. It shows the device, the Current company and the code.
Compare the code
The code on the page and the one in the app must match. It is the only protection against somebody else's request, and it is not a step to skip.
Warning
Approve only if you are signing in to the app yourself right now. If a request turns up unexpectedly, press Deny.
Click “Allow access”
Access granted appears, with a prompt to return to the app. Access applies only to the company shown on the page.
If something goes wrong
“Request expired”. Requests are short-lived. Create a new one in the app and try again.
“No company selected”. No active company is selected in your account — select one and open the request again.
“Not enough permissions”. Your role in this company does not allow approving app access. The app connection permission is needed — ask an administrator.
You need a different company. The Switch company button is right there on the confirmation page.
Security
Three things are worth setting up right after the first sign-in:
- A PIN in the app — so a stranger with an unlocked phone cannot open company data. The PIN code in the app
- The notification policy — how much business information appears on a lock screen.
- A session review — the list of connected devices, and revoking the ones you do not recognise.
Common problems
Push notifications do not arrive. Check the notification permissions on the phone itself and the delivery status on the app sessions page.
The app shows the wrong company. Access was granted to a different one — confirm the sign-in again with the right company selected.
A colleague cannot connect. They do not have the app connection permission: it is a separate role permission, not general access to the desktop app.
Roles and permissions: who sees whatFrequently asked questions
Why can I not simply sign in with a password?
Confirming in the browser binds the phone to a specific company and leaves a record in the session list. A password on a phone is just one more place it can be stolen from.
The app shows one company and I have several.
Access is granted to the company shown on the confirmation page. For the second one, press **Switch company** and confirm the sign-in again.
The phone is lost. What now?
Open **Company → App sessions** and revoke that device's session. Access disappears immediately; the user account stays.
What is visible in push notifications?
It depends on the company policy: full details, a short context, or only a “needs attention” signal. Configured once for the whole company.
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