Access rights, Founders program & notifications
Why
Each user needs to identify the functions they can access and the actions awaiting their attention. Their options depend on the functions enabled for the company, their role in each module, and subscription entitlements. The Founders program lets a company apply for the Pro plan, then track its application and the promotional entitlements granted; notifications help users follow events and deadlines in their files.
How, in the application
Understand access. CRM, Contracts, HR, Banking Connect, and Collateral have their own roles. A reader views information; a contributor or manager acts within their granted scope. Access to a function does not guarantee its permanent inclusion in the subscription or grant access to functions reserved for a higher plan. Check the subscription and quotas displayed in the ERP, then ask the company administrator to review module permissions if needed.
Join the Founders programme. The programme offers the ERP's Pro plan for the campaign duration (365 days) to the first 100 verified companies, with no bank card and no billing under the programme. The public Founders page presents the offer, its terms and the seats left. A company sign-up started from this page leads back to the Founders programme workspace after e-mail verification and sign-in, even if the link is opened on another device. On the ERP dashboard, a panel invites the administrator of a company that can apply, then lets them track the submitted application; the invitation can be hidden.
Submit and track an application. A company administrator applies from the Founders programme workspace; an accounting firm cannot access it. The company's identity comes from its ERP company profile and consent to the terms is required. If the company cannot apply, the workspace gives the reasons: applications closed or no seats left, a current subscription, an incomplete company profile, a country not covered, an application already under review or an offer already granted. An e-mail acknowledges the application; nothing is activated at this stage.
Decision and activation. The Tauraco team verifies the company, then decides: activation is never automatic. On approval, the Pro plan is activated in the ERP for the campaign duration and an e-mail confirms the granted end date. A rejection states its reason, which is e-mailed to the company. A withdrawal ends the granted entitlement; the ERP subscription returns to its state before the grant only if it is still exactly the one set by the programme, and a subscription purchased or changed since is kept.
Grant rule. Business rule approved on 6 November 2026, recorded as approved: the programme applies the Pro plan (365 days) only to a company (COMPANY account) that has no premium entitlement in force at the time of the grant. A current subscription (PREMIUM, ENTERPRISE or TRIAL not yet expired, with or without an end date) is never replaced, shortened, extended or removed by the programme: the grant is then refused (409) and the application stays pending; the administrator can reject it with a reason. An expired subscription counts as free.
| Application status | Meaning |
|---|---|
| To review | Application submitted, awaiting the Tauraco team's decision. An activation refused because a subscription is current leaves it in this status. |
| Approved | The Pro plan was activated in the ERP; an active entitlement matches it. |
| Rejected | Reasoned rejection; a new application remains possible if the company becomes eligible again and seats remain. |
| Revoked | The granted entitlement was withdrawn by the Tauraco team. |
| Expired | The granted entitlement reached its end date. |
The promotional entitlement has its own statuses: active (period and days left), expired from its end date, revoked (with its reason).
At expiry. Reminders are sent 30 days and then 7 days before the end. A promotional entitlement is displayed as expired from its end date. Expiry does not trigger billing under the program or delete data; without another active subscription, the account returns to the free plan. A separately purchased subscription retains its own terms; check the effective entitlement in the subscription workspace instead of inferring a general downgrade from the Founders screen alone.
Handle notifications. Tender monitoring, CRM task reminders, HR deadlines, banking information requests, evidence confirmations, and promotional expiry notices respond to different events. Return to the indicated file to see its current status and the required action. Delivery depends on the recorded address, authorized recipients, and available channel; a missing or delayed e-mail does not change a deadline or recorded status.
Safeguards
- An action refused because of a role, quota, or availability requirement cannot be unlocked by changing screens. Address the stated condition with the appropriate person.
- Software access does not make a guarantee free: commissions, required security, and financial terms belong to the institution.
- Alerts and notifications support tracking; they prove neither an award, issuance, nor receipt of payment.
- To substantiate a transaction to a third party, use the relevant file's documents and check their author, date, and scope.
- A submitted Founders application activates nothing: only the Tauraco team's approval activates the offer, and never over a current subscription, which is not replaced, shortened, extended or removed.