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Find everything in the Business Hub

The Business Hub is where the owner sets the business up once — your business details, your bank accounts, and your team — all in one place.

What the Business Hub is

The Business Hub is where you set your business up once and change it whenever you need to. Tap the "Business Hub" button at the top right of your home screen to open it. Only the business owner sees this button.

It is a page of cards. Each card opens one part of your setup, so the things you do not touch every day are gathered in one place instead of being mixed in with your daily tools.

The cards

  • Business details — your logo, contact details, how customers pay you (the bank details that print on your documents), and your VAT & SARS tax details. Opens the Business details screen.
  • Bank accounts — the accounts you track your money against, with balances and a view per account. Opens the Bank accounts screen.
  • Team & permissions — invite people to your business, set what each person is allowed to see and do, and turn on the safeguards for big actions. Opens the Team screen. Every plan, Solo included, can invite its accountant there for free; staff logins come with Team (up to 5) and Complete (no limit), and on Solo + Invite shows those upgrade options.
  • Your plan — see what you are on, move up, or cancel; you keep what you have already paid for. Opens the Choose your plan screen.
  • Billing history — every payment you have made to Worklog, with a receipt you can keep. Opens the Billing history screen.
  • Your data — download a complete copy of this business's records, yours to keep whenever you want it, or delete them for good when you are finished. Opens the Your data screen.
  • Sign-in & security — switch on two-factor sign-in, so a stolen password alone can't get into your books, and set the first name the dashboard greets you by. Opens the Sign-in & security screen; on a phone this card is the way there.

Moved here from somewhere else?

💡If you used Worklog before, a few things now live here. The old gear icon at the top of the home screen is now the "Business Hub" button, and Bank accounts and Team are no longer in the tools list — you reach them from the Business Hub instead.
Related guides
Set up your business →Set up your bank accounts →Invite someone to your business →Set what your team can access →Download or delete your records →Your plan: trial, paying, moving up and cancelling →Your monthly summary email →
Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.
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