Main actions
Invite users
Give access to the people who will work in Bold.
Link Telegram
Connect your Telegram identity to chat with Boldy through your company’s bot.
Permission profiles by responsibility
Design permissions around actual work before expanding access.
Create API keys
Create and protect credentials to connect external systems to the API.
Configure the company
Maintain general data, time zone, activity and code prefixes.
Import data
Upload data from CSV or Excel to create or update records in bulk.
Export data
Download operational data as CSV or Excel for analysis or archiving.
Manage files
View and manage attached documents used in Bold.
Labels and codes
Prepare printable codes for items, lots, packages, employees, workstations and manufacturing work.
Recommended order
1
Configure the company
Review general data, time zone, language, activity and prefixes before creating records.
2
Invite users
Design permission profiles by responsibility and give the team access once the base configuration is ready.
3
Import or export data
Upload master data with consistent codes or download a copy for analysis and archiving.
4
Organize files
Review attached documents and remove duplicates or obsolete files when appropriate.
Before you start
Define who will administer the company and who can import data. Configuration changes, imports and file management can affect several modules.Related concepts
Settings
Understand the account, company, users, imports and files.
Permissions
Review how users, permission profiles and permissions are organized.