Getting Started
In this section
- Email & SMTP SetupGalvio sends email for a lot of things — invites, invoices, password resets, order confirmations — so this…
- Importing Your DataMost teams arrive at GEMS with existing data somewhere else — a spreadsheet, another HR/CRM/ERP tool, or a…
- Backups & Data ExportCheck your backup frequency in Company Settings → Backups — GEMS runs automatic backups by default; confirm the…
- Roles & PermissionsRoles and permissions are shared across every module — set them up once here, and they apply consistently…
- Security Best PracticesEnable two-factor authentication for all admin and finance-related accounts, at minimum. Review API key scopes regularly — see API Keys…