Every way to sign in to Nagaris — email codes, Google, Microsoft, Apple, Xero and passkeys — plus switching organisations and signing out.
How new firms are onboarded to Nagaris, what to expect on your first sign-in, and what to do if you're not connected to an organisation.
What to do when you receive a Nagaris team invitation email, and how to accept or reject an invitation in the app.
What each permission level in Nagaris allows, who can change whose permission, and how permissions differ from job roles.
How Nagaris organises your practice data into client groups, clients (entities) and contacts, and how the three relate to each other.
What engagements are in Nagaris, the engagement statuses and what they mean, and how to find, filter and export your engagements.
Every way to record time in Nagaris: the quick Log Time panel, a job's task list, and the daily or weekly My timesheet workspace.
The three ways clients can pay a Nagaris invoice, how card surcharges are handled, and how fees affect your payout.
An overview of the Nagaris AML module: KYC and KYB profiles, the customer due diligence pipeline, statuses, risk levels and the AML dashboard.
