🏢 Command Center

The management surface for your Collect companies and the people who work in them. The company switcher tells you which company you are in — the Command Center is where you create and manage them.

Companies vs. the switcher

The switcher under your name in the sidebar chooses which company you are working in right now. The Command Center does not replace it: it is where companies themselves are created, renamed, deactivated, and where each company's team is managed. Open it from the sidebar to reach the two sub-menus below.

Companies

• Create a company with a name — it becomes your active company straight away, and you are its owner.
• Rename a company at any time (owners and admins).
• Switch your active company without leaving the page.
• Deactivate a company to retire it (owners only).
• Change a company's slug directly (owners only). The slug follows the name when you rename; use this only when you need a different one. It must be unique.

Location & data region

Each company has a location — where the business is. Saflio derives the company's data region from it, so you never set the region by hand: a Philippine location (NCR, Davao, Cebu, Other PH Region) uses the Singapore region, and United States uses the US region. Owners and admins can set it on the company card in Command Center → Companies.

• Pick the location and save — the data region follows automatically.
• A location change that would move an existing company to a different data region is not applied. Its records would have to move between regions, and that is not automated yet, so Saflio tells you instead of changing it.
• A company with no location set keeps the region it was created in.

Operations

Operations shows the selected company's team and its pending invites. Owners and admins can invite teammates by email and role, change a role, remove a member, and revoke an invite that has not been accepted yet. Everyone else sees the roster read-only.

Audit

Audit lists who changed what on this company's records, and when. Coverage is updates only: creates and deletes are not yet captured.

Roles

Each teammate has exactly one role on a company:

• Owner — full control, including deactivating the company and managing other owners.
• Admin — manages the team and day-to-day settings; cannot touch owners or other admins.
• Bookkeeper — day-to-day billing and records.
• Accountant — read-and-reconcile access for accounting work.
• Viewer — read-only access.
• Invoices only — the narrowest role, limited to invoicing work.

Good to know

• A company always keeps at least one owner — the last owner can never be removed or demoted.
• Deactivating is a one-way soft delete: it retires the company and cancels its pending invites. There is no restore link; reactivating brings back the company and its owner.
• A newly invited member can sign in and see the company, but its invoices, customers, and payments are not shared with them yet — that comes with company-wide data scoping.