Administration
Settings
Configure the organisation operating this Patrimoine installation.
Close this account
Permanently delete this organisation and everything it holds. This cannot be undone.
User Management
Manage application users, roles and account access.
Add User
License & plan
Your organisation's current plan, usage against its limits, and what each plan includes.
Going over a limit only pauses creating new records — your existing data is never touched. Financial integrity and transactional document email are identical on every plan, and sign-in email is never blocked.
Devices
Everywhere this account is signed in. If you no longer have one of these, sign it out here and it stops working immediately.
A device that goes unused signs itself out. A browser does so after half a day, the mobile app after two months, and every device has to sign in again eventually however often it is used.
Data backup & restore
Export the Registry as restorable backup files, or restore a previous backup.
Export
Download everything
A complete copy of everything Patrimoine holds for this organisation, financial history included, as one JSON file. The registry export above is the portable half; this is the whole of it, for answering somebody who asks what you hold.
Import / restore
The dry run reads the file and reports what would change without touching any data. Apply the restore afterwards from the result.
About
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