Documentation

SoPasst Documentation

A practical guide for both business users and technical teams: setup, workflow, billing, and support with a production-safe structure.

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All topicsAccount and billingAccount and securityAccountingAutomationCommunicationData migrationDocumentsGetting startedHelpMaster dataPaymentsReportsSetup

All guides

2 guides

Account and security

Privacy and account deletion

Review available data exports before closing an account. Store downloaded files securely and share them only with authorized people. Verify that the export covers the records your business needs.

1 min readOpen guide

Account and security

Roles, access and account security

The company owner controls membership and sensitive subscription actions. Assign each teammate only the role needed for their work. Review access when someone changes jobs or leaves the company.

1 min readOpen guide