Docs

Getting started

1. 1

   Create your Briefcase account

   Your account is the person who owns and pays for companies. It comes with a free @briefcasemail.com address, which is both your login and a real inbox — there is no third-party sign-in, because the inbox is the point.

2. 2

   Create a company

   A three-step setup: company details, your owner login and email domain, then the tools you want. Everything after that lives inside that company workspace.

3. 3

   Add your people

   Users are created from the HR tool. Each gets a company email login, a department and a designation — and the designation is what decides which tools they can reach.

4. 4

   Turn tools on as you grow

   Add or remove tools any time from the workspace. Shared data — clients, products, services, staff — carries across every tool automatically.

Key concepts

Account vs company

One account can own many companies. Each company has its OWN plan, seats and storage, so a plan is bought per company — the account is just who owns and pays for them.

Roles and designations

A role is a set of tool permissions. A designation points at a role, so changing a role updates everyone holding that designation.

Masters

Clients, services, inventory, departments and stores are company-wide catalogs. Every tool reads the same record — never a private copy.

Documents

Invoices, receipts, quotations and purchase orders are designed once as templates, then auto-fill from the real record.

Briefcase mail

Every account gets a real @briefcasemail.com inbox that sends and receives normal internet email. Companies can verify their own domain instead.

Billing

Plans are priced per user, per month, and bought per company: Start-up $8 and Business $22 per user, plus Enterprise on request. Yearly billing takes 10% off, and every account gets one 7-day trial.