ACCESS

Documentation

ACCESS Documentation

Guides for every module, integration, and feature on the ACCESS platform. Can't find what you need? Contact support.

Getting started

Create your ACCESS account

Sign up, claim your ACCESS handle, and set up your workspace in 5 minutes.

Understand your ACCESS ID

Your username.access handle is your identity across the entire platform.

Choosing the right plan

Personal, Builder, and Enterprise — which one is right for you?

Onboarding walkthrough

What happens after you sign up, step by step.

Platform modules

Registry

Create and manage objects — systems, blueprints, assets, and more.

Projects

End-to-end project management with full workspace context.

Customers (CRM)

Manage contacts, pipelines, and client relationships.

Assets

Upload, organize, and reference files, media, and documents.

Vaults

Encrypted storage for sensitive data, credentials, and knowledge.

Workflows

Build automated sequences that run across your platform.

Offers

Create and manage your products, services, and proposals.

Memory

Long-term workspace memory that JYSON reads across sessions.

JYSON — AI intelligence

What is JYSON?

JYSON is your AI operator — not a chatbot. It knows your workspace context.

JYSON message limits

How message counts work per plan and when they reset.

JYSON memory system

How persistent memory works and how JYSON compounds across sessions.

JYSON and your data

What data JYSON can access and how it processes workspace context.

Billing and subscriptions

Billing overview

Plans, pricing, and payment methods including ACH.

Managing your subscription

Upgrade, downgrade, cancel, and update payment method.

ACH bank transfer guide

How to set up ACH payment for lower processing fees.

Refund policy

30 days annual, 7 days monthly. How to request a refund.

Account and security

Account settings

Manage your profile, handle, and account preferences.

Security overview

Encryption, authentication, and how your data is protected.

Privacy request (FDBR)

How to request access, export, correction, or deletion of your data.

Delete your account

How to permanently close your ACCESS account.

API Access

ACCESS API — Builder & Enterprise

Programmatic access to your registry, projects, CRM, and JYSON. Available on Builder and Enterprise plans.

Request API access