Manage tenants and users

Backoffice is Guilda Work's global administration section, visible only if your user has the administrator role.

Tenants (firms)

Each tenant is an independent firm, with its own clients, time clock and tax calendar. From Backoffice you can:

• Add a new tenant, with its name and tax details.
• Rename or delete it.
• Enable or disable specific catalogue tools for that tenant.
• Configure integration keys (for example, FacturaScripts, Documenso or Cal.com) specific to that tenant.
• Enable or disable location recording when clocking in.

Users

• Add a new user or assign an existing one to a tenant.
• Change their role (user/administrator).
• Mark them as a time clock manager, so they can view and correct the working-hours record of their whole tenant.
• View and revoke that user's devices with access.

Leads and client portal access requests

Backoffice also collects the contact leads arriving from the public website, and requests for access to the client portal — from there you link each request to an existing tax client or create a new one.

Webhooks

If you need Guilda Work to notify an external system when something happens, you can configure outgoing webhooks (also through the API). Available events: task created, completed, finished or assigned; note created or edited; email received, sent or unanswered; deadline filed; client created; invoice issued or paid; appointment booked and document sent for signing.

Each delivery is signed, retried if it fails and recorded: the backoffice shows the webhooks and the failed deliveries. The signature and the format are in the developer documentation: https://app.guildawork.com/docs/.

More administration tools

Maintenance mode, announcements, "view as", AI limits and API activity: see Maintenance, "view as" and AI limits.