Account basics

Creating your account

Create an Infoset account in a few easy steps.

Add users to your account

Add a user for each of your team members to your account

Create authority groups for your users

Restrict what your users see with authority groups

Set your working hours

Customize your data fields

Customize your data to suit your company's processes

Can I require certain data to be filled at certain stages in my process?

Yes, you can make your custom data fields required at certain pipeline stages.

How can I access the Infoset API?

You can integrate Infoset into another application bidirectionally.