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Guides › Team and settings

Team and settings

Roles and permissions, email settings, backups, security, plan management.

How-to

  • Roles and permissions: who sees what
    Permissions in X7 are granted per module and separately for viewing, adding, editing and deleting. How to build a role and what to allow typical positions.
    5 min
  • Email from your own domain: setting up SMTP in X7
    By default X7 sends invoices and notifications from its own server in your name. How to connect your own mail server (SMTP), test sending, enable it for invoices and notifications, and what to do about SPF and DKIM so mail does not land in spam.
    6 min
  • Backups and restore: a copy of your company data in X7
    How to create an encrypted backup of your company data, download it and restore it when needed. What happens during a restore, why it is a high-risk operation and what to acknowledge first.
    4 min
  • Audit log: who changed what, and when
    The company audit log in X7 records user actions and system processes: settings changes, invites, roles, positions. How to filter the log by event, initiator, source and date, and what to use it for.
    3 min
  • App sessions and the notification policy
    The App sessions page shows which mobile apps can access the company, lets you revoke a session, choose how much business information push notifications may show, and check the push delivery health.
    4 min
  • Two-factor authentication: email codes and an authenticator app
    How to enable two-factor authentication on your X7 account, choose when the code is asked for (every login, new device, new IP), set up an authenticator app with a QR code and review recent sign-ins.
    4 min
  • Changing the company owner in X7
    The owner has full control over the company. How to hand ownership to another member: an offer with your password, acceptance by the other side, the revocation window and what stays with the founder.
    3 min
  • Deleting your account: what is erased, what stays, and the 14-day wait
    How to request deletion of your X7 user account, which data is erased and which stays with the companies because accounting rules require it, why an owner has to transfer ownership first and how to cancel the request.
    3 min
  • Packages, modules and seats: how the X7 store works
    What the free first month includes, how to try a module, buy a package or single modules, add seats, pay from balance, by card or by bank link, and where to see purchase history and validity.
    5 min

Explainer