Configuration
Netzo brings the behavior of each table ready to use: its fields, actions, states, rules and calculations. Your organization does not program it; it configures it. Configuration changes the result within those rules, never the rules themselves.
Who decides what
| Netzo decides | Your organization configures |
|---|---|
| Which tables exist and which fields they have | Its companies, sites and teams |
| The actions and the states of each record | Who can do each action, and what needs approval |
| The rules that protect the data | The catalogs, taxes, payment terms and price lists |
| The calculations and the movements in the ledgers | The ledger accounts and their tax data |
| The surfaces and their tools | Its API keys and its webhooks |
| The base templates of documents and labels | Its own templates, logo and colors |
Where you configure
In the app, in the Administration module:
| Menu | Configures |
|---|---|
| Organization | The organization, its companies, sites and teams, and the document settings of each company |
| Access | Users, roles and approval policies. See Access |
| Personalization | Options, tags, views, and document and label templates. See Documents and Labels |
| Integrations | API keys, webhooks and notification rules. See Authentication |
| Sharing | Public links and snapshots. See Public links |
| Monitoring | The activity log and the audit log. See Events |
You configure the data of each area, such as catalogs or taxes, in its module. All configuration is records too, so an agent or a program can do it over MCP, the API or the CLI, with the same permissions. See Quick start.
Your organization's modules
Netzo turns on the modules of your organization. You can see which ones you have in Administration → Organization; to add one, ask Netzo.
When configuration is not enough
If you need a field, an action or a rule that Netzo does not have, ask Netzo for it instead of a workaround. When it is added, it reaches the app, the API, MCP, the CLI and these docs at the same time, for every organization.