Get Started

Step 1: Creating your organization

You already create the account but now you need to go to setting panel and set the basic company setting:

  • Company Name, Email, Address, and Website (e.g., https://www.example.com).

  • Company Profile: Add your Phone Number (e.g., +19876543) and verify your business details.

  • Currency & Time Zone: Set default formats for invoices, payroll, or project tracking.

  • Notification Preferences: Enable alerts for critical actions (e.g., payments, deadlines).

Step 2: Quick Modules Settings

The following settings are available based on your subscription plan. Navigate to Settings > Module Settings to configure the modules relevant to your business needs:

1. Payment Credentials

  • Purpose: Integrate payment gateways (e.g., Stripe, PayPal) for seamless transactions.

  • Availability: All plans.

  • How to Set Up:

    1. Go to Payment Credentials in the Settings menu.

    2. Enter your API keys or connect your payment gateway account.

    3. Save and test the integration.

2. Finance Settings

  • Purpose: Manage budgets, expenses, and revenue tracking.

  • Availability: Premium and Enterprise plans.

  • How to Set Up:

    1. Navigate to Finance Settings.

    2. Configure default Invoice Settings, Prefix Setting, Units and connect Quickbook in case you need to.

3. Contract Settings

  • Purpose: Create and manage contracts with templates and approval workflows.

  • Availability: Business and Enterprise plans.

  • How to Set Up:

    1. Access Contract Settings.

    2. Set contract prefix.

4. Ticket Settings

  • Purpose: Customize support ticket workflows and priorities.

  • Availability: Business and Enterprise plans.

  • How to Set Up:

    1. Navigate to Ticket Settings.

    2. Set up ticket agents,

    3. Create Tickets Group

    4. Set up the channel

    5. Set Reply Templates

    6. Active Round Robin

    7. Manage Ticket Visibility

If you need more details about this module: purpose, settings, tutorial..., please refer the main page.

5. Project Settings

  • Purpose: Configure project templates, task dependencies, and milestones.

  • Availability: All plans.

  • How to Set Up:

    1. Access Project Settings.

    2. Set Reminder, Project Status Setting, or Project Category.

6. Attendance Settings

  • Purpose: Track employee attendance and schedules.

  • Availability: Business and Enterprise plans.

  • How to Set Up:

    1. Go to Attendance Settings.

    2. Configure Smart Attendance, Shift rotation and Overtime rules.

If you need more details about this module: purpose, settings, tutorial..., please refer the main page.

7. Leaves Settings

  • Purpose: Manage employee leave requests and approvals.

  • Availability: All plans.

  • How to Set Up:

    1. Navigate to Leaves Settings.

    2. Define leave types (e.g., vacation, sick leave) and approval workflows.

If you need more details about this module: purpose, settings, tutorial..., please refer the main page.

8. Custom Fields

  • Purpose: Add custom data fields to capture business-specific information.

  • Availability: All plans.

  • How to Set Up:

    1. Access Custom Fields.

    2. Create fields for additional data collection.

9. Roles & Permissions

  • Purpose: Define user roles and access levels.

  • Availability: All plans.

  • How to Set Up:

    1. Go to Roles & Permissions.

    2. Create roles (e.g., Admin, Manager) and assign permissions.

If you need more details about this module: purpose, settings, tutorial..., please refer the main page.

10. Lead Settings

  • Purpose: Customize lead capture and management.

  • Availability: Business and Enterprise plans.

  • How to Set Up:

    1. Navigate to Lead Settings.

    2. Configure lead source, Deal Agent, Pipeline and follow-up reminders.

11. Time Log Settings

  • Purpose: Track time spent on tasks and projects.

  • Availability: All plans.

  • How to Set Up:

    1. Access Time Log Settings.

    2. Enable time tracking setting.

12. Task Settings

  • Purpose: Configure task priorities, statuses, and deadlines.

  • Availability: All plans.

  • How to Set Up:

    1. Go to Task Settings.

    2. Define task workflows, task client portal and notification rules.

13. Security Settings

  • Purpose: Enhance account security with 2FA and IP whitelisting.

  • Availability: All plans.

  • How to Set Up:

    1. Navigate to Security Settings.

    2. Enable 2FA and set password policies.

14. Theme Settings

  • Purpose: Customize the platform’s appearance.

  • Availability: All plans.

  • How to Set Up:

    1. Access Theme Settings.

    2. Upload your logo and choose color schemes.

15. Module Settings

  • Purpose: Enable or disable modules based on your needs.

  • Availability: All plans.

  • How to Set Up:

    1. Go to Module Settings.

    2. Toggle modules on or off according to the role (e.g. Employee or Client).

16. Google Calendar Settings

  • Purpose: Sync Google Calendar for scheduling.

  • Availability: All plans.

  • How to Set Up:

    1. Navigate to Google Calendar Settings.

    2. Connect your Google account.

18. Custom Link Settings

  • Purpose: Add external links to the sidebar.

  • Availability: All plans.

  • How to Set Up:

    1. Access Custom Link Settings.

    2. Add URLs for quick access to external tools.

19. Asset Settings

  • Purpose: Manage company assets (e.g., equipment, licenses).

  • Availability: Business and Enterprise plans.

  • How to Set Up:

    1. Go to Asset Settings.

    2. Add and track assets.

20. E-Invoice Settings

  • Purpose: Customize and automate invoice generation.

  • Availability: Business and Enterprise plans.

  • How to Set Up:

    1. Navigate to E-Invoice Settings.

    2. Upload invoice templates and configure automation rules.

21. Payroll Settings

  • Purpose: Set up payroll cycles and salary structures.

  • Availability: Enterprise plan.

  • How to Set Up:

    1. Access Payroll Settings.

    2. Define salary componentes, payroll groups, currency and deductions.

If you need more details about this module: purpose, settings, tutorial..., please refer the main page.

22. Purchase Settings

  • Purpose: Manage purchase orders and vendor details.

  • Availability: Business and Enterprise plans.

  • How to Set Up:

    1. Go to Purchase Settings.

    2. Configure PO, Bill, Vendor Credit Prefix and Notification.

23. Recruit Settings

  • Purpose: Streamline hiring with job postings and applicant tracking.

  • Availability: Enterprise plan.

  • How to Set Up:

    1. Navigate to Recruit Settings.

    2. Manage general settings (e.g. career site, quick form), recuiter settings, notifications, etc...

If you need more details about this module: purpose, settings, tutorial..., please refer the main page.

24. Zoom Settings

  • Purpose: Integrate Zoom for virtual meetings.

  • Availability: All plans.

  • How to Set Up:

    1. Access Zoom Settings.

    2. Connect your Zoom account.

If you need more details about this module: purpose, settings, tutorial..., please refer the main page.

25. Billing

  • Purpose: Manage subscription plans.

  • Availability: All plans.

  • How to Set Up:

    1. Go to Billing.

    2. View and update your subscription details.

Step 3: Navigate the Dashboard

Step 4: Start to manage your business

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