Patrimoine 365 Patrimoine 365 Admin
Workspace
Operations

Property management, minus the drama.

© 2026 Patrimoine 365. All rights reserved.

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Workspace

Dashboard

The platform at a glance.

Expiring within 14 days

Email usage this month

Customers

Organizations

See workspaces, usage, and account health.

All organizations
Organization Account Users Active leases Plan Status
Entitlements

Licenses

Assign, track, and manage customer subscriptions.

Subscriptions
Organization Subscription Period Consumption Status
Operations

Emails

Everything Patrimoine has sent, everything that has arrived at an @patrimoine365.com address, and somewhere to answer from.

When From To Subject State
Operations

Activity

Every console action, newest first — the platform's own audit trail.

When Actor Action Customer Detail
Workspace

Users

The staff who operate the platform.

Team members
Name Email Role State
Staff accounts must use an @patrimoine365.com address; invitations arrive by email.
Operations

Settings

Platform identity and legal versions.

Platform identity

Product
Patrimoine 365
Domain
patrimoine365.com
Signup alerts
hello@patrimoine365.com
Expiry digest (Mondays)
billing@patrimoine365.com
Terms version
2026-08-26
Privacy version
2026-08-29
Operations

Release log

Every release, in full. Customers see a shortened version in Help.

License history
Plan Starts Expires Payment State
Users
Name Email Role State Support
Records

Assign License

Grant or extend a customer subscription.

The organization's administrators are notified by email as soon as the license is assigned.

Suspend organization

Sign-in and API access stop immediately; every record is preserved and reactivation is a single click.

Delete organization permanently

This destroys the organization and every row it owns — properties, leases, financial history, users, licenses. There is no undo and no recycle bin. The organization must already be suspended.

My profile

Your details, password and photo.
Profile photo

Drag the square to frame your photo.

Details

Changed from the main application's profile, where the new address is verified first.

Staff accounts stay on @patrimoine365.com.

    Change password

    Changing your password signs you out everywhere, including here.

    Invite staff

    The address must be @patrimoine365.com.

    Message

    Read straight from Resend; nothing is stored in Patrimoine.
    
        

    New email

    Sent through Resend from a Patrimoine 365 mailbox.

    Separate multiple recipients with commas.

    Correct lease

    Changes are made on the customer's behalf and recorded against your account in their activity log.

    Required when changing a term that invoices or journal entries were derived from.

    Add user

    Creates the account inside the customer organisation and emails them a secure invitation to set their own password.

      Change role

      An organisation must keep at least one administrator, so the last one cannot be demoted.

      Change email

      For a customer who can no longer reach their old mailbox. Every session is signed out, the new address is treated as verified, and both addresses are notified — so verify the request really comes from the account holder first.

      Confirm