KSeFGPT

One organization. Your whole team in KSeFGPT.

Create a shared workspace for your employees. Sales works in CRM, accounting handles KSeF invoices, and you decide who can perform each action.

Set up your teamSee how organizations work
Your organizationShared company data
SalesAccountingAdministration
CRMKSeF invoices
An example of how work can be divided. You define your groups and their permissions.

A shared company. A role for everyone.

KSeFGPT supports organization accounts. Employees join a company and work with its data within their assigned access. CRM, invoices, and teamwork stay in one place.

Individual sign-in

Each person signs in with their own account and selects your company organization after accepting the invitation.

Shared workspace

Your team works with the same company's counterparties, sales opportunities, tasks, and invoices.

Access that fits the job

Groups determine which modules and operations are available to their members.

Different responsibilities. One organization.

Give each person the access their work requires. Here is an example of how your company can divide responsibilities.

Sales

Customers and next steps in CRM.

Give your team a place to manage relationships and keep customer work moving.

  • Counterparty data and contacts
  • Sales opportunities and responsible people
  • Tasks with deadlines and assigned employees
Explore CRM

Accounting

Invoices with the right people.

Decide who views documents, who imports them, and who can send invoices to KSeF.

  • View company invoices
  • Import documents with the required access
  • Send to KSeF with a separate permission
Explore invoicing

Administration

The owner stays in control.

Manage your team and delegate organization administration to selected people within a defined scope.

  • Invite employees
  • Manage groups and permissions
  • Review activity history
See how access works

Decide what each employee can do.

Choose permissions for specific actions. Someone who needs to see documents can receive invoice read access alone.

Read invoices
Make documents available for everyday work and accounting.
Send to KSeF
Choose separately who can submit invoices to the system.
Import documents
Grant access to individual invoice imports or bulk imports.

Employees act within the company context. KSeF operations use the company's authorization and permission scope.

One change for the whole group.

Update a group's permissions and the change applies to all its members. Activity history lets you review user actions in the organization.

Make room for your team.

Three steps take you from a company to a shared workspace.

  1. Create an organization

    Select a company in your account and create an organization for it.

  2. Set up groups and permissions

    Name groups to match your teams and select the operations they may perform.

  3. Invite employees

    Send invitations with assigned groups. Once employees accept, they can work in your organization.

Want to know more?

Choose a topic for a step-by-step guide.

How to create an organization in KSeFGPT5 minHow to set group permissions and assign a group to a user in KSeFGPT6 minHow to add a user to an organization in KSeFGPT4 min

Organization availability, member limits, and access to sales opportunities and tasks depend on your plan.

View pricing

Invite your team to your organization.

Set access scopes and let employees work in CRM and KSeF within one company.

Set up your team