Quick reference, privacy, and frequently asked questions

This reference summarizes availability, permissions, limits, and vocabulary. Use it when an option is missing or you need to confirm which feature belongs to each mode.

Availability: public content for all users; every listed feature retains its own requirements. Level: Reference, basic to advanced.

Purpose

It helps locate a feature quickly, distinguish Professional from Company, and identify a missing mode, permission, configuration, relationship, or valid state.

General requirements

An account with verified email and at least one active profile for operations.
A selected profile and internet connection.
Role permission, record access, and a compatible state for each action.

Availability matrix

Area	Professional	Company	Typical access
Account, profile, reports, and public tracking	Yes	Yes	Member; actions depend on report relationship
My work and field operations	Yes	Yes	Operational staff; assignee or administrator for actions
Inventory	Yes	Yes	Staff views/requests; Manage inventory administers
Workstations, units, and components	Yes	Yes	Assigned user views; Manage assets administers
Documentation, manuals, and plans	Yes	Yes	Documentation permissions and category level
Customers, orders, quotes, and warranties	Yes	Yes	Manage commercial operations or administrator
Sales, payments, and credit	Yes	Yes	Owner or administrator only
Members, roles, groups, and chains	No	Yes	Owner or administrator
Company map	No	Yes	Any active member
Related companies	No	Yes	Commercial, network, or delegation permission by action
Shared work	No	Yes	View shared work
Shared documentation	No	Yes	Accepted resource, recipient role, and maximum level
Connections, offerings, and agreements	No	Yes	Manage service network
B2B handoffs	No	Yes	Delegate external work, report access, and network decisions

Owners and administrators receive broad authority, but Sales remains limited to them. Inventory, assets, documentation, commercial, network, delegation, and shared-work permissions are independent.

How to use this reference

Confirm whether the organization is Professional or Company.
Review your role under My profile.
Check prerequisites such as catalogs, customer, warehouse, template, connection, or agreement.
Review the current status of the report, request, order, or document.
If another person changed the record, reload before retrying the action.

Privacy rules and effects

Each organization keeps its reports, customers, inventory, and documents separate.
Documentation libraries are private by default. Linking a Company does not expose them; every shared document needs its own grant, acceptance, and roles.
There is no global customer, provider, or Company directory.
Internal notes and private attachments are never published automatically.
Treat a public link as a secret: anyone holding it can view its projection until expiration or revocation.
Public tracking shows the live report status and only published updates and attachments.
An assignment portal shows only selected categories.
Shared work shows a published projection, not conversation, inventory, assignee, or commercial data.
The B2B network is direct and non-transitive: each Company knows only its neighbor.
Deactivation, termination, and archival preserve history instead of deleting it.

Required and optional choices

Always required: verified identity, active organization, authorization, and minimum data marked on each form. Optional: installing the app, enabling notifications, using customers and assets, creating documentation, enabling signatures, publishing tracking, advanced inventory, or Company collaboration.

Frequently asked questions

Can I start with reports only?

Yes. Professional provides the most direct journey for one person. Customers, assets, inventory, orders, and Sales can be added later.

Can I belong to several organizations and switch between them?

Yes. Every active membership appears as an isolated profile. Use Change profile in the Work scope card, at the start of side navigation, and My profile to choose the primary profile for new sessions.

Why is a section or button missing?

It may depend on mode, role, permission, record state, assignment, or prior setup. Navigation hides unavailable modules, and every action validates its conditions again.

What should I do when a required option is missing during creation?

If you have permission, use Create beside the selector. Contextual creation adds and selects the record without resetting fields, rows, checkboxes, attachments, focus, or scroll. Without permission, ReportArea identifies who can complete the catalog and preserves the draft.

How can I tell an inherited value from a customized one?

The summary identifies its source. Customize opens the complete control, and Reset returns to inheritance without clearing other information. This applies to icons, contact language, item data, and a service order's commercial context, among other fields.

Does a customer need an account?

No. Customer is a local record. An account and Company are needed only for linking or Shared work participation.

Can a Professional organization be linked as a Related company?

Not while it remains in Professional mode. It must move to Company before it can be proposed as the registered counterpart. Responding to an assignment through its portal link is independent and neither changes the mode nor creates that link.

Can I share documentation with a symbolic Company?

Not yet. You can document it privately in its library, but its record must be linked to a registered Company. You then share each document explicitly, and the counterpart must accept it and assign it to its roles.

Can a customer see conversations or internal notes?

No. Portals and shared views expose only their projections. Always review which data and attachments you publish.

Does approving a request reserve or deduct stock?

No. Approval authorizes; delivery deducts. A manager may deliver directly from Pending.

Does delivering a part mean installing it?

No. Delivery marks it issued; installation or replacement is recorded later without deducting stock again.

Can a report have several orders?

No. Each report supports one order, while an order may include several equipment units.

Does quote approval create a sale or stock movement?

No. The decision is commercial evidence. Documents, payments, and inventory are recorded separately.

Are Sales documents fiscal invoices?

No. They are non-fiscal documents and do not replace issuance authorized by the relevant authority.

Can I apply a payment in another currency?

No. Invoice, payment, and credit must match both customer and currency; ReportArea does not convert currencies.

Why can I not resolve an assigned or handed-off report?

An active assignment or handoff protects external coordination. It must first be completed, canceled, or closed through its own flow.

Is a B2B connection enough to hand off work?

No. A regular handoff needs an active offering and directional agreement. A converted assignment is a different one-off authorization.

How do I onboard a provider that is not registered?

Create a Provider Related company, use an assignment portal, and send a linking invitation. The recipient can create a Company from that journey.

Why does the map show No group or few connections?

Connections depend on members, primary groups enabled for routing, roles, and routes. Manage memberships from Users; the group lists its members and links to the appropriate editor.

Can I archive and restore templates or catalogs?

Templates, component types, and reversible catalogs are archived without deleting references and can be restored. An archived unit is the terminal exception for its identity: it cannot be reactivated, although installed components can still be removed with traceability.

Can I restore an archived organization?

There is no public restoration. Archival ends access and work under its rules while preserving history.

Does the installed app work without internet?

No. It may show an offline page, but it never stores forms, messages, documentation, plans, or attachments for later synchronization.

Reference example

A user cannot see Sales even though they manage customers. The matrix shows that commercial permission covers customers, orders, quotes, and warranties, but Sales requires owner or administrator. The record is not broken and no customer data must change.

General limits

There is no offline work, currency conversion, fiscal integration, inventory valuation, barcode scanning, or QR scanning.
There is no public quote-approval portal or customer login for public tracking.
Memberships, administrative removals, and alternative chains use their canonical workflows; used records are deactivated, duplicated, or versioned instead of deleted.
There is no global directory, provider recommendation, or visibility of indirect relationships.
There is no public restoration of archived organizations or later public editing of their names.
Updated surfaces keep equivalent Spanish and English content; technical identifiers retain their non-diacritic format.

Glossary

Organization: isolated workspace where work lives; Professional or Company.
Membership: active relationship between an account and organization.
Report: primary record for a need, task, or incident.
Requester: person who created a report.
Assignee: person currently responsible for the report.
Line: position of a role within a service chain.
Group or sector: cross-functional team used for context and warehouse access.
Warehouse: logical stock location.
Item: part category tracked by quantity or serialized units.
Workstation or unit: assignable operational asset.
Component: physical unit that can be installed, replaced, or returned.
Customer: local commercial record for a person or business.
Service order: commercial operation linked to a report and customer.
Custody: evidence of equipment receipt and return.
Quote: commercial proposal with immutable revisions.
Customer credit: balance in the customer's favor, separated by currency.
Related company: private counterpart that may exist without an account.
Documentation library: an organization's private space about itself or a Related company.
Checkpoint: immutable revision used to view or recover an earlier state without deleting later versions.
Shared documentation resource: access accepted by another Company for one specific document, with its own level and expiration.
External assignment: one-off job for a Provider, initially through a portal.
Connection: direct recognition between two registered Companies.
Offering: service published by a Provider with entry conditions.
Agreement: directional authorization to use offerings under shared terms.
Handoff: B2B transfer that creates a local report for the Provider.
Projection: deliberate subset of information shown outside the internal report.