Account & Support
Account & Support
How to manage your Nabu account, switch locations, understand user roles, and get help when you need it.
What this section covers
This section covers the administrative side of your Nabu account — not the financial dashboards, but everything around them.
- Locations & Settings — how workspaces and locations work, how to switch between clinics, and where to find each settings area
- Roles & Access — the different user roles in Nabu, what each one can see and do, and how to invite or remove team members
- Getting Help — how to open a support ticket from inside the dashboard, what to include, and what to expect
If you're looking for setup help, visit the Setup Guide. If you're trying to understand your financial reports, visit the Financial Workspace section.
Start with Locations & Settings →