Training by role

Two people use beres differently. An admin sets the company up once; a reviewer works the documents every day. Pick the journey that matches your role and follow it top to bottom — each step links to the guide that covers it in full.

Set up once Company admin Eight steps from an empty account to a company that is receiving documents and exporting them. Covers the export target, workflow rules, master data, channels, teammates and the plan. Every day Reviewer Six steps from accepting your invitation to getting a document into your accounting system. This is the loop you repeat.

Which one are you?

If you created the company in beres, you are its admin. If someone sent you an invitation, you are a reviewer unless they told you otherwise. Your Settings page settles it: a reviewer sees three panels, an admin sees seven.

The full list of what each role can and cannot do is on Permission problems.

Worth knowing before you start

The split between the two roles is a settings split, not a work split. A reviewer cannot change how the company is configured — but they can do the entire daily job, including sending the finished documents to your accounting system. Nothing in the document workflow waits on an admin.