# Administration

Set up your organization, invite users and set their permissions, and manage billing.

Source: https://support.toolingmetrics.com/en/admin/

## [Overview](https://support.toolingmetrics.com/en/admin/overview.md)

- [How the permissions model works](https://support.toolingmetrics.com/en/admin/overview/permissions-model.md): How groups, record types, and permission levels combine to control what each team member can do.
- [Understanding how sequences work](https://support.toolingmetrics.com/en/admin/overview/sequences.md): How a sequence builds the next document number and when its counter advances.
- [How units of measure work](https://support.toolingmetrics.com/en/admin/overview/units-of-measure.md): How the reference unit, conversion ratios, and purchase UOM work together to let you buy in boxes and stock in pieces.

## [Get started](https://support.toolingmetrics.com/en/admin/tutorials.md)

- [Set up your organization](https://support.toolingmetrics.com/en/admin/tutorials/setup-organization.md): Set your organization's preferences and create the basic resources Tooling Metrics needs before you start, with the owner's setup wizard.
- [Configure groups and permissions](https://support.toolingmetrics.com/en/admin/tutorials/configure-groups-and-permissions.md): Create permission groups that control what each team role can see and do in Tooling Metrics.
- [Invite users](https://support.toolingmetrics.com/en/admin/tutorials/invite-users.md): Invite your team to Tooling Metrics, then add each person to the right group.
- [Set up document sequences](https://support.toolingmetrics.com/en/admin/tutorials/set-up-sequences.md): Customize how Tooling Metrics numbers your documents to match your organization's naming conventions.
- [Configure currencies and units](https://support.toolingmetrics.com/en/admin/tutorials/configure-currencies-and-units.md): Add a secondary currency and its exchange rate in Tooling Metrics, so you can purchase from vendors in their own currency.

## [Guides](https://support.toolingmetrics.com/en/admin/guides.md)

- [Create new organization](https://support.toolingmetrics.com/en/admin/guides/create-organization.md): Set up your organization with a name, language, time zone, company address, and first warehouse.
- [Manage users and permissions](https://support.toolingmetrics.com/en/admin/guides/manage-users-and-permissions.md): Invite users, create permission groups, and control what each group can access.
- [Configure currencies](https://support.toolingmetrics.com/en/admin/guides/configure-currencies.md): Add a currency to your organization so purchase and service orders can be issued in it.
- [Update an exchange rate](https://support.toolingmetrics.com/en/admin/guides/update-exchange-rate.md): Record a new exchange rate for a currency so upcoming purchase orders reflect current market rates.
- [Subscribe to or change a plan](https://support.toolingmetrics.com/en/admin/guides/subscribe-or-change-plan.md): Start a paid subscription, switch between plans, and cancel or reactivate a subscription.
- [Configure auto-logout](https://support.toolingmetrics.com/en/admin/guides/configure-auto-logout.md): Set an inactivity timeout on a Warehouse Access Point so shared terminals log out automatically.

## [Reference](https://support.toolingmetrics.com/en/admin/reference.md)

- [Organizations](https://support.toolingmetrics.com/en/admin/reference/organizations.md): Organization settings — name, logo, default locale, and subscription plan.
- [Preferences](https://support.toolingmetrics.com/en/admin/reference/preferences.md): Organization-wide settings that apply to all users — regional formats, item sync behavior, and inventory, purchase, engineering, and production rules.
- [Users](https://support.toolingmetrics.com/en/admin/reference/users.md): User account fields, membership status, and personal preferences.
- [Groups](https://support.toolingmetrics.com/en/admin/reference/groups.md): Group fields, permission levels per record type, and the default groups every organization starts with.
- [Sequences](https://support.toolingmetrics.com/en/admin/reference/sequences.md): Auto-numbering sequences — prefix, padding, and the document types they apply to.
- [Currencies](https://support.toolingmetrics.com/en/admin/reference/currencies.md): Currency records — ISO code, format, and the related Exchange Rate resource.
- [Units of measure](https://support.toolingmetrics.com/en/admin/reference/units-of-measure.md): Custom measurement units — reference unit, conversion ratios, and how unit types relate to each other.
- [Billing and usage](https://support.toolingmetrics.com/en/admin/reference/billing-and-usage.md): Current subscription status, storage usage, and trial period information.
- [Plans](https://support.toolingmetrics.com/en/admin/reference/plans.md): Subscription plan tiers, feature allowances, and billing periods.
- [Payment information](https://support.toolingmetrics.com/en/admin/reference/payment-information.md): Billing address, sold-to details, VAT number, and payment method on file.
- [Payment history](https://support.toolingmetrics.com/en/admin/reference/payment-history.md): Past transactions, invoice downloads, and charge details.
- [Users and groups](https://support.toolingmetrics.com/en/admin/reference/users-and-groups.md): User account fields and group permission fields, now documented separately.

For the organization's owner and administrators. Setting up a new organization? Follow **Get started** before the other roles start their series: it sets up the warehouse, groups, users, sequences, and currencies the other modules rely on.