Omono

An admin's guide to every settings page and card, how the two kinds of settings form save, and what each setting controls.

Settings overview

Add and archive users, choose their role, mark operators, grant permissions, and manage two-factor authentication and trusted devices for your team.

Team, users and roles

Organise your business into branches, regions or brands with their own address, logo, email and website, assign them to companies, users and documents, and filter by them.

Divisions

Control what prints on quotes, orders, invoices, delivery notes, certificates and purchase orders, and set up the email templates Omono uses to send them.

Templates, paperwork and email templates

Change your password, set up two-factor authentication, remember trusted devices, understand session rules, and, for admins, enforce 2FA across the organisation.

Security, two-factor authentication and My Account

Load companies, addresses, contacts, stock, assemblies, bills of materials and supplier prices from Excel or CSV templates, and fix the errors the result email reports.

Importing data

Trade in foreign currencies and handle customs paperwork with EORI numbers, incoterms, commodity codes, country of origin, local address formats and tax labels.

International trade

The layout, header, footer, numbering, dates, prices and file names shared by every document Omono generates, and what the draft preview banner means.

What prints on your PDF documents

Chris Hearn

Settings, users, divisions, templates, security and imports.

Settings & Administration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.