# WorkBOS Documentation

> Setup guides, module reference and the developer reference (public API, webhooks, MCP
> server) for WorkBOS, a business operating system that runs projects, CRM, HR and payroll,
> real double-entry accounting, marketing and support in one workspace.

Site: https://www.workbos.com/docs

## Get started

- [Quickstart](https://www.workbos.com/docs/quickstart): WorkBOS is free to start: up to five seats, no card required, with every module your plan includes switched on from day one. This page is the short version;
- [Concepts: workspace, company, portfolio, project, roles, plans](https://www.workbos.com/docs/concepts): A handful of words carry most of the structure in WorkBOS. This page defines them once so the rest of the docs can use them without re-explaining each time.
- [Getting started](https://www.workbos.com/docs/getting-started): New here? This is the short path from an empty workspace to a working one. Each step links to where it lives in the app. You can do them in any order, but this
- [Tenancy & RBAC](https://www.workbos.com/docs/hierarchy): Every piece of data belongs to an Org. Below that, projects can optionally belong to a Company and/or Portfolio. Row-Level Security enforces isolation, a user
- [Getting help & the Ask assistant](https://www.workbos.com/docs/help): Help is built into the app in three connected ways, all powered by this guide. You are never more than a click from an answer.

## Run the work

- [Approvals: internal requests and client sign-offs](https://www.workbos.com/docs/approvals): two queues on one screen. Requests raised inside your workspace waiting for a decision, and sign-offs sent to a client through the portal. Nobody can approve their own request, including owners.
- [Dashboard](https://www.workbos.com/docs/dashboard): The Dashboard is your daily starting point, a "morning briefing" that reads like your Chief wrote it, on top of a fully customisable tile grid organised into
- [Work modules](https://www.workbos.com/docs/work): Companies. Client and vendor registry. Projects link here for reporting. Portfolios. Group related projects for programme-level tracking. Optional per project.
- [Project templates](https://www.workbos.com/docs/project-templates): Project templates let you start a whole project in one click, with a ready-made, professional task plan you can tailor. Find them under Work ▸ Project
- [Risk analysis](https://www.workbos.com/docs/risk): A risk is something that has not happened yet and would hurt if it did. Each one carries an impact and a probability, and the two multiply into a score that
- [Reports](https://www.workbos.com/docs/reports): Reports turn your live workspace data into branded, shareable packs you can print or save as PDF. Open Reports from the sidebar, click New report, pick a type

## Sell

- [Win and loss reporting](https://www.workbos.com/docs/win-loss): what you won, what you lost and why, over three months, twelve months or two years of real calendar months. It is only as honest as the pipeline behind it.
- [CRM](https://www.workbos.com/docs/crm): The Sales Pipeline tracks deals through six stages: Lead → Qualified → Proposal → Negotiation → Won / Lost. Each deal links to a CRM Company and Contact
- [Forms & lead capture](https://www.workbos.com/docs/forms): Forms let you build a branded form once and collect responses from anywhere. A public link you can share, or an embed you drop onto any website. Every
- [Drip sequences](https://www.workbos.com/docs/sequences): A sequence is an ordered set of email and SMS steps that go out to a lead on a schedule after they are enrolled. Enroll a lead by hand from the sequence, or
- [Document Signing](https://www.workbos.com/docs/signing): Send any document for e-signature without leaving your workspace: proposals, contracts, offers. Recipients get a secure one-time link by email, confirm consent
- [Booking & appointments](https://www.workbos.com/docs/booking): Booking lets clients self-schedule. Create a booking page with your availability, share its public link, and visitors pick an open slot - every booking is

## People and HR

- [Interviews, offers and turning an accepted offer into an employee](https://www.workbos.com/docs/hiring-offers): booking interviews against an application, making offers, and the one step that turns an accepted offer into a person with pay, a checklist and an invitation. Nothing is emailed to the candidate by either screen.
- [HR modules](https://www.workbos.com/docs/hr): Onboarding. Templates: day-offset tasks + required docs + linked Training Docs. Apply a template to a hire to generate their checklist automatically.
- [Careers page and publishing a job](https://www.workbos.com/docs/careers): Your open roles can live on a public careers page under your own name - and nothing is public until you say so twice. The workspace has one switch (HR >
- [Attendance and biometric check-in](https://www.workbos.com/docs/attendance): Attendance tracks working time as check-in/check-out per person per day, from four surfaces that all land in one ledger: the app on a phone or laptop, a
- [Performance appraisals](https://www.workbos.com/docs/appraisals): Run structured performance reviews. Open Appraisals (People ▸ Appraisals). Work is organised into cycles (e.g. “H1 2026 Review”); each employee gets one

## Money

- [Revenue recognition: spreading a lump sum over months](https://www.workbos.com/docs/revenue-recognition): a year paid up front belongs to twelve months, not to today. Schedules divide it evenly and post each month to the ledger for you, including overnight.
- [Assets and liabilities: what the business owns and owes](https://www.workbos.com/docs/assets-liabilities): two registers you keep, and what they do and do not do to your ledger. Totals across several currencies are shown per currency rather than added together.
- [Finance reports you can run, save and schedule](https://www.workbos.com/docs/finance-reports): Profit and loss, balance sheet, cash flow, expenses by category, by supplier and in detail, income and sales reports, receivables and payables aging; export, print, save, and schedule by email daily, weekly or monthly.
- [Finance overviews, all spending and account ledgers](https://www.workbos.com/docs/money-overviews): Money in, money out and products overviews with clickable figures and date ranges, one list of every cost from any source, and a filterable, exportable ledger for any account.
- [Tracking](https://www.workbos.com/docs/tracking): Invoicing (Finance ▸ Invoicing) creates branded invoices and receipts. Open any invoice to add line items (pull from your Products or type free lines), a
- [Inventory](https://www.workbos.com/docs/inventory): Inventory tracks what you hold, what it cost and what it is worth, for the products you have marked as tracked. Stock moves by itself: buying a tracked item on
- [Multi-entity: several companies, one workspace](https://www.workbos.com/docs/multi-entity): Run more than one company in the same workspace, each with its own books, and read them together. The Entities overview consolidates the figures across every
- [Domains](https://www.workbos.com/docs/domains): Domains is where you keep track of every web address you own: what it costs, when it renews, who is responsible for it, and what it is worth, so nothing
- [Numbers & codes](https://www.workbos.com/docs/numbers): Numbers & codes is where you keep the phone numbers your business owns as assets: toll-free numbers, vanity numbers, # codes, what each costs, what you have paid and when it renews.

## Communicate

- [Video Meetings](https://www.workbos.com/docs/meetings): Video Meetings (Communication ▸ Video Meetings) lets you schedule and host branded video calls (screen share, chat, participants and recording) right inside
- [Call and message a colleague](https://www.workbos.com/docs/colleagues): Team Chat is where you reach the people you work with. It lists everyone in your workspace, shows whether they are free right now, and gives you a call button and a message button on each row. Calling a colleague runs browser to browser: it is on every plan, Free included, needs no WorkBOS phone number, costs nothing per minute, and never reaches the public telephone network. Calling a telephone is the separate paid phone system.
- [Voice: calling a telephone](https://www.workbos.com/docs/voice): Voice adds outbound calling to telephones to your workspace: place calls to outside numbers from your CRM and keep a full call log, with cost controls built in from the first call. It is the paid phone system, so it needs Pro or above and a WorkBOS phone number. To call a colleague instead, see Team Chat: that is a separate product, on every plan, with no phone number and nothing per minute.
- [Phone System](https://www.workbos.com/docs/phone): The Phone System gives your workspace real business numbers with extensions, voicemail, call flows and an in-browser softphone - searched, bought and managed
- [Messaging (SMS)](https://www.workbos.com/docs/messaging): Send SMS to contacts on one of two lanes. Bring your own carrier - your Twilio, Telnyx or Plivo account, or a custom HTTP provider - and your credentials stay
- [Texting registration (A2P/10DLC)](https://www.workbos.com/docs/texting-registration): US carriers require every business that texts customers to register once: who the business is (legal name, tax ID, address, website) and what it sends (the
- [The AI receptionist](https://www.workbos.com/docs/ai-receptionist): Read this before you switch it on, because the name promises more than the feature does. This receptionist does NOT answer your phone. It never picks up,
- [Bulk SMS campaigns](https://www.workbos.com/docs/sms-campaigns): Campaigns send from a number you own and have registered for marketing messages where you are: 10DLC in the United States, and the equivalent scheme in
- [Email: connect an account and switch senders](https://www.workbos.com/docs/email): Communication ▸ Email opens on Accounts, and that tab answers the question most people arrive with: which address does my mail go out as, and how do I change
- [Email addresses: choosing who sends what](https://www.workbos.com/docs/email-identities): Open Settings ▸ Email addresses to control which address WorkBOS uses every time it sends something on your behalf - an invoice, a sales reply, a support
- [Communities](https://www.workbos.com/docs/communities): Communities are shared spaces where your team, and, when you choose, your clients, discuss, ask questions, and share updates. Create a space, post to it, and

## Drive and Office

- [Drives & files](https://www.workbos.com/docs/drives): Drives are your workspace’s cloud storage. Open Drives to create one or more drives (for example Marketing or Operations), organise files into nested folders,
- [Documents, sheets & slides (Office suite)](https://www.workbos.com/docs/office-suite): Drive documents, spreadsheets and presentations are full editors, not previews. Everything auto-saves as you type (watch the “Saving… / Saved” indicator),
- [PDF Studio](https://www.workbos.com/docs/pdf-studio): Open any PDF in your Drive and work on it like a real PDF application: read, comment, fill, sign, reorganise and save, all in the browser. Your changes are
- [Screen recordings](https://www.workbos.com/docs/recordings): Screen Recordings (under Work) lets anyone on your team capture their screen straight from the browser (no plugins or downloads) to record demos, bug reports,

## AI

- [Industry templates: a ready-made setup for your kind of business](https://www.workbos.com/docs/industry-templates): Business Architect opens with industry templates (marketing agency, consulting firm, real estate brokerage). Pick one, see exactly what it adds, and file it for approval; it only adds what is missing.
- [AI Agents & approvals](https://www.workbos.com/docs/agents): Agents are AI workers that operate your back office, Work, Accounting, People, CRM, HR and Support, under human control. An agent never acts on its own: it
- [Chief drives the app](https://www.workbos.com/docs/chief-ui-actions): Ask Chief to open a record or start a new one and it takes you there and fills in what you told it, on your screen. It never presses Save on its own: it asks "Press Save?" and presses only when you say yes, and it never presses anything that pays, deletes, sends or approves. Say "call Aqsa" and it rings that teammate in the app, finding people by how their name sounds; totals add up every matching record.
- [Chief sees what you see](https://www.workbos.com/docs/chief-screen): Chief knows the page, the open record and the rows you ticked, so "this" and "these" just work. It never reads passwords, card or account numbers, shows each step while it works, and stops when you press Stop.
- [Talk to Chief](https://www.workbos.com/docs/chief-voice): Press Talk and have a hands-free conversation: Chief answers out loud while it works, stops when you talk over it, and takes a spoken yes to press Save. Chrome, Edge and Safari listen on the device; Firefox uses a speech-to-text provider that keeps nothing. Where live voice is on, Talk opens a natural live conversation (English or Urdu) that you can talk over; every request still goes through Chief with your own access.
- [Chief tasks: background work and routines](https://www.workbos.com/docs/chief-tasks): Hand Chief a task to work on in the background, or give it a routine that runs every day, weekday, week or month. It works as you, makes only the changes a task asks for in so many words, and notifies you when each task is done.
- [Chief control centre](https://www.workbos.com/docs/chief-control): Owners and admins choose what Chief may do in a workspace with seven switches (change records, drive the screen, talk, live voice, background tasks, outside apps, files and photos), enforced on the server for everyone. The Activity tab lists every step Chief took and whether it worked: owners and admins see everyone's steps, Chief use by person and AI cost by model, and everyone else sees their own steps. Changes Chief makes on our servers show "via Chief" in the audit log; anything done in a person's own browser (what they confirm or save, and quick creates in the Chief panel) is recorded as theirs, and a change that came through an MCP key shows "via an MCP connection".
- [Show Chief a file or a photo](https://www.workbos.com/docs/chief-files): Attach up to three pictures or PDFs to a message in the Chief panel (paperclip, phone camera, paste or drag). Chief reads them in that message, answers questions about them and proposes a record, such as an expense claim from a receipt or a lead from a business card, which is saved only after the person says yes. Pictures are shrunk and stripped of location details on the device, every file is virus-checked, and files are deleted straight after the answer.
- [Automations](https://www.workbos.com/docs/automations): Test before you ship: open any automation and press “Run test”. It simulates the rule against your most recent matching event and shows whether it would run,
- [Watches (Chief keeps an eye on things)](https://www.workbos.com/docs/watches): A watch is a standing instruction for Chief to keep an eye on something, so you don’t have to keep checking. Tell Chief in plain language: “keep an eye on the
- [AI fields (smart columns)](https://www.workbos.com/docs/ai-fields): Every list lets you add custom columns via the “+” at the end of the column row. One column type is an AI field: instead of you typing the value, AI reads the
- [Connected Apps](https://www.workbos.com/docs/connected-apps): Connected Apps let you securely link outside tools (starting with Gmail, Google Drive, Slack and more) so your Chief of Staff can search and cite them
- [Quill Writing Assistant](https://www.workbos.com/docs/writing): Quill is the writing assistant built into WorkBOS. It watches every prose text box in the product - notes, templates, sequences, emails, tickets, descriptions,

## Marketing

- [Marketing Home](https://www.workbos.com/docs/marketing): (Email marketing is switching on for workspaces gradually.) Marketing Home is the first screen under Marketing. It answers four questions at a glance: how big is my audience and is it growing, how did my recent emails
- [Marketing contacts](https://www.workbos.com/docs/marketing-contacts): Marketing ▸ Contacts is everyone you can email, and whether they have agreed to hear from you. Every contact carries a permission status, and only people
- [Segments](https://www.workbos.com/docs/marketing-segments): Marketing ▸ Segments are groups of contacts that keep themselves up to date, like "Opened an email in the last 30 days" or "Customers in Canada". You describe
- [Email campaigns](https://www.workbos.com/docs/marketing-emails): Marketing ▸ Email Campaigns is where you write, check, send and measure a marketing email. Every campaign moves through four steps: Setup, Audience, Design,
- [Marketing settings](https://www.workbos.com/docs/marketing-settings): Marketing ▸ Marketing Settings holds what every campaign needs: the service that sends it, the domain it comes from, your postal address and footer, the topics
- [Social & Content](https://www.workbos.com/docs/social): Social & Content is your content command centre: write a post once, target one or more social channels, save it as a draft or schedule it for later, and track
- [QR Codes](https://www.workbos.com/docs/qr): QR Codes are DYNAMIC: the printed code encodes a permanent short link (/q/your-slug), and you can change where it points any time, even after it is printed on
- [Surveys (NPS & CSAT)](https://www.workbos.com/docs/surveys): Surveys let you measure how people feel. NPS ("how likely are you to recommend us?"), CSAT satisfaction scores, star ratings and open feedback, on a hosted
- [Message templates](https://www.workbos.com/docs/message-templates): Message templates are reusable email and SMS messages with merge fields, so your team can send consistent, professional communications fast. Find them under

## Administration

- [Users, roles & permissions](https://www.workbos.com/docs/users-roles): Open Users to see everyone in the workspace in one list: name, designation, role, team, company and status. Click any person to open their full detail page.
- [Access & permissions: how the layers work](https://www.workbos.com/docs/access-model): What someone can see and do is decided by a small stack of layers, checked in order. Knowing the order is the fastest way to answer “why can/can’t this person
- [Security centre for your workspace](https://www.workbos.com/docs/workspace-security): Administration ▸ Security centre shows owners and admins, on every plan, a security score out of 100 with a to-do list that links to each fix, the workspace's own security alerts, and every member's devices with sign out everywhere.
- [Billing, plans & renewals](https://www.workbos.com/docs/billing-plans): Billing (Administration) is one page with five tabs. Overview shows your plan, seats, included features, the plan comparison, your renewal date, and the card
- [Refund guarantee: the 30-day window, and how it is enforced](https://www.workbos.com/docs/refunds): Full refund within the window your workspace sees - 30 days today - of your workspace’s FIRST paid charge, once per workspace, ever. It has to be the first
- [Your profile & account](https://www.workbos.com/docs/your-account): Everything about your own account lives in one place: open Users and click your own name to open your detail page. The tabs across the top are your personal
- [Set up your business profile](https://www.workbos.com/docs/business-profile): Your business profile is the identity of your workspace. It feeds your invoices, proposals, contracts and white-label emails, so completing it makes every
- [Appearance: theme and brand](https://www.workbos.com/docs/appearance): Everything about how WorkBOS looks is on one page: Administration ▸ Appearance. It used to be split across a Themes entry, a Brand entry and a pair of tabs
- [Teams: members, roles, projects & performance](https://www.workbos.com/docs/teams): Teams group people for assignment, visibility and reporting. Manage them under Users ▸ Teams, or open any team’s Overview page for its live dashboard. A person
- [Icons & avatars: the shared asset library](https://www.workbos.com/docs/asset-library): The app ships one shared visual library so everything looks consistent and restyles to each white-label tenant automatically. You never need to add your own
- [Modules (turn features on/off)](https://www.workbos.com/docs/modules): WorkBOS is modular. You choose which parts your workspace uses. Open Settings ▸ Modules to switch modules such as CRM, HR, Finance, Marketing, Time tracking,
- [List views (sort, group, filter, save)](https://www.workbos.com/docs/lists): Every list shares the same controls. Lists open clean each visit: no filters applied, columns at their defaults, and rows newest-first by date of entry. Click
- [Deleting and restoring (Trash)](https://www.workbos.com/docs/trash): Deleting is reversible. Nothing you delete inside a workspace is destroyed at the moment you delete it, and nothing is destroyed later just because time
- [Global search](https://www.workbos.com/docs/search): The search box in the header finds records across the whole workspace. Press "/" or Cmd/Ctrl-K to focus it. Type at least two characters; results group by
- [Shortcuts button (quick actions)](https://www.workbos.com/docs/shortcuts): A floating round button sits in the bottom-right corner on every page. Your quick-actions launcher. Click it to fan out your quick actions, drag it anywhere to
- [Document templates](https://www.workbos.com/docs/templates): Build branded, reusable documents once and use them many times: proposals, contracts, agreements, offer letters and emails. Find them under Administration ▸
- [Cost & limits](https://www.workbos.com/docs/cost-limits): Cost & limits (Administration ▸ Access & Billing) answers three questions for owners and admins, one per tab: what am I spending, what will stop me, and where
- [Notifications](https://www.workbos.com/docs/notifications): Notifications keep the right people informed the moment something happens: a task assigned to you, a form submission, an overdue invoice, an @mention in a
- [Your notification inbox](https://www.workbos.com/docs/notification-inbox): The bell in the top bar shows your most recent alerts; the Notifications page (sidebar ▸ Notifications) is your full history. Every notification spells out who
- [Your top bar](https://www.workbos.com/docs/top-bar): The cluster of icons at the top right is yours to arrange. It holds the tools you reach for without leaving the page you are on, and you choose which ones
- [Activity log](https://www.workbos.com/docs/activity-log): Creates, changes and deletions across your workspace are recorded automatically, with the complete before-and-after of the record it touched. Find it under
- [Documents I've signed](https://www.workbos.com/docs/signing-your-documents): When your employer asks you to sign something in WorkBOS, the document opens as a page you read, agree to sign electronically, and then sign by typing or drawing your name. Everything you sign is
- [Recording a meeting](https://www.workbos.com/docs/recording-a-meeting): A meeting is recorded only if it was set to record when somebody created or edited it. When it is, everybody taking part is shown what will be recorded before they join and has to agree or decline, including a guest who joins by a link and has no WorkBOS account. Nobody can join a recorded meeting without answering.
- [Workforce privacy](https://www.workbos.com/docs/workforce-privacy): WorkBOS records ten different things about the people who work for you, from the time they check in to what the AI assistant reads. This page lists all ten, tells you which of them the law where each
- [Administration](https://www.workbos.com/docs/admin): Users. Assign org roles; toggle per-user capability flags (can_*). Roles. Role templates. Editing a template propagates permission changes to all users on that
- [Import & export](https://www.workbos.com/docs/import-export): Administration ▸ Import & export is one page with three tabs: Export (take your data out), Import (bring it in from another tool), and History (who moved what,
- [Module connections](https://www.workbos.com/docs/connections): These wiring points are what make WorkBOS a unified platform. Understanding them prevents data silos. Payroll run (Processed/Paid). Accounting ledger. DB
- [Client portal](https://www.workbos.com/docs/client-portal): The client portal gives the people you invite as guests a clean, branded home at /portal: your logo and colours, none of the operator tools. They sign in and
- [Sending & triaging feedback](https://www.workbos.com/docs/feedback): Every workspace has a built-in feedback channel so you can tell us what to improve, and so workspace admins can collect feedback from their own team.
- [Product roadmap & voting](https://www.workbos.com/docs/roadmap): The Roadmap (sidebar) shows what is being considered, planned, built and shipped, and lets your team vote for what matters most. It is a curated, public view:

## Reselling and white-label

- [Reselling & snapshots](https://www.workbos.com/docs/reselling): If your workspace is enabled as a reseller, you can create and manage your own client workspaces (sub-tenants) under your brand: each with its own login, data
- [Connect your own domain](https://www.workbos.com/docs/reseller-domains): A reseller connects its own web address itself: add the two DNS records the Domains page shows, and the address is proved, connected, secured with a certificate and tested before it goes live, then re-checked every six hours.

## Partners

- [Affiliate program](https://www.workbos.com/docs/affiliates): The affiliate program pays a partner a share of what a customer they refer goes on to pay, for a set period. Owners and admins configure and run the program
- [WorkBOS Academy](https://www.workbos.com/docs/academy): The Academy is where anyone with a WorkBOS login learns the product module by module: a customer setting up their own workspace, a new hire, or a freelancer
- [WorkBOS Certified Specialist](https://www.workbos.com/docs/certification): The certificate proves that a person can set up, run and hand over a WorkBOS workspace for a business. It is free. You apply from the Academy dashboard once
- [Certified specialist directory](https://www.workbos.com/docs/specialists): Certified specialists can opt in to a public directory where businesses find help with WorkBOS: setting up a workspace, moving data in, training a team, or
- [WorkBOS for Nonprofits](https://www.workbos.com/docs/nonprofit-program): Verified nonprofits and charities can run WorkBOS on the Pro plan free of charge, renewed each year. Apply from your workspace with your registration number; a person reviews every application.

## Developers

- [API keys & integrations](https://www.workbos.com/docs/api-keys): Administration ▸ API keys is organised into tabs, because two different things were sharing one page: credentials WE hold to reach somebody else, and
- [API reference](https://www.workbos.com/docs/api-reference): The WorkBOS public API is a REST API scoped to a single workspace by the API key you send with every request. There is no separate account id or organization
- [Developer API & webhooks](https://www.workbos.com/docs/developer-api): WorkBOS exposes a REST API and outgoing webhooks so you can read and write your workspace data from your own code or no-code tools. Every request is scoped to
- [Webhooks](https://www.workbos.com/docs/webhooks): Webhooks push an event to your own URL the moment something happens in your workspace, so you never have to poll for changes. Add an endpoint under Developer >
- [Rate limits and errors](https://www.workbos.com/docs/rate-limits): Two ceilings apply to the API, both counted in a sliding sixty-second window. Going over either one returns 429 rate_limited and the request is refused
- [MCP server for AI assistants](https://www.workbos.com/docs/mcp-server): WorkBOS is also a Model Context Protocol server, so an assistant you already use, such as Claude, ChatGPT or Cursor, can read your workspace directly instead
- [Connect an MCP app (Chief uses other apps)](https://www.workbos.com/docs/mcp-apps): Chief, the assistant built into WorkBOS, can reach out to any app that offers an MCP server: paste its address, sign in once, and Chief uses its tools, reads straight away and every change through Agent Approvals. Rolling out gradually, from Pro upwards.
- [Connected Apps & Integrations](https://www.workbos.com/docs/connectors): Connected Apps (Work menu) and Integrations (Configuration menu) both link WorkBOS to outside tools, but in opposite directions. Connected Apps is a one-click,
- [Deprecation policy](https://www.workbos.com/docs/deprecations): Nothing in the public API or webhooks has been removed since this reference was written. This page states the policy in advance, so you know what to expect if

## Trust

- [File security & virus scanning](https://www.workbos.com/docs/file-security): Every file uploaded anywhere in the workspace (Drives, task and record attachments, employee and training documents, and guest uploads) is automatically
- [Updates & release notes](https://www.workbos.com/docs/releases): The platform ships improvements continuously, and tells you about them the way a mobile OS does. When a new version is live, a small prompt appears with the
- [How WorkBOS protects your workspace from attacks](https://www.workbos.com/docs/attack-protection): WorkBOS watches the whole platform for attacks around the clock and stops the obvious ones on its own: password guessing, robots looking for secret files and floods of requests. It also tests its own defences from the outside every six hours and in full every day.
- [Your devices and sign-ins](https://www.workbos.com/docs/your-devices): Settings ▸ Security ▸ Your devices lists everywhere you are signed in, with the device, town and last use; sign one out or all the others. Unused sign-ins close after 90 days, and you are emailed the first time in 90 days WorkBOS sees your account used from a new country.
- [Passwords found in data breaches](https://www.workbos.com/docs/password-breaches): WorkBOS refuses a password that is on public lists of passwords stolen from other websites wherever you choose one, and tells you when you sign in if yours is on them. Only five characters of a scrambled fingerprint are looked up, so the password itself is never sent anywhere.
- [Deleting or restoring a workspace](https://www.workbos.com/docs/workspace-lifecycle): Workspaces can be deleted safely. Nothing is destroyed immediately. Data is retained and recoverable, so an accidental or unwanted delete can always be undone.

## Developer reference

- [API endpoint reference](https://www.workbos.com/docs/api): overview of the public REST API, generated from the OpenAPI spec, with a table of every resource and its operation count.
- [Tasks API](https://www.workbos.com/docs/api/Tasks): 5 operations, with parameters, request and response shape, and curl, Node and Python samples.
- [Projects API](https://www.workbos.com/docs/api/Projects): 5 operations, with parameters, request and response shape, and curl, Node and Python samples.
- [Deals API](https://www.workbos.com/docs/api/Deals): 5 operations, with parameters, request and response shape, and curl, Node and Python samples.
- [Contacts API](https://www.workbos.com/docs/api/Contacts): 5 operations, with parameters, request and response shape, and curl, Node and Python samples.
- [Companies API](https://www.workbos.com/docs/api/Companies): 5 operations, with parameters, request and response shape, and curl, Node and Python samples.
- [Invoices API](https://www.workbos.com/docs/api/Invoices): 2 operations, with parameters, request and response shape, and curl, Node and Python samples.