How do I log in and see my modules?
Getting_Started
Use the email and password your administrator created for you. After logging in you will land on the Dashboard. The left sidebar shows all modules you have access to (HR, Sales, Finance, Inventory, Projects, etc.). Click a module name in the sidebar to open it.
Who can do this: All users.
How do I reset my password if I cannot log in?
Getting_Started
Go to the login page and use the password reset link if enabled by your workspace. If reset is disabled, ask your organization admin to update your account password.
Who can do this: User (self-service) or Admin.
Why can I not see some modules in the sidebar?
Getting_Started
Module visibility depends on your organization's active subscriptions and your role. Ask an admin to review the modules selected during onboarding and your permissions.
Who can do this: Admin or Owner.
How do I change my organization profile details?
Getting_Started
Go to Core -> Settings and update organization details such as business name, billing email, and profile fields.
Who can do this: Admin or Owner.
How do I change plans or subscriptions?
Billing_Subscriptions
Open Core -> Settings and check subscription details. For plan upgrades or changes, contact your account owner or support team.
Who can do this: Owner/Admin.
What should I do if a subscription payment fails?
Billing_Subscriptions
Confirm your payment method and billing email are correct, then retry payment. If payment still fails, open a support ticket with the failure timestamp and method used.
Who can do this: Owner/Admin.
Where can I download billing invoices?
Billing_Subscriptions
Go to Finance -> Invoices and filter for billed records related to your organization. Open an invoice and use the available print or download option.
Who can do this: Finance/Admin users.
How do I create and send an invoice?
Finance_Sales
Go to Finance -> Invoices -> New Invoice. Fill customer, line items, due date, and save. Then open the invoice and use send/email actions.
Who can do this: Finance/Admin users.
How do I mark an invoice as paid?
Finance_Sales
Open Finance -> Invoices, select the invoice, and update payment status to paid once payment is confirmed.
Who can do this: Finance/Admin users.
How can I quickly find overdue invoices?
Finance_Sales
In Finance -> Invoices, apply overdue/sent filters and sort by due date. You can also ask AI Assistant: 'Show unpaid invoices older than 30 days'.
Who can do this: Finance/Admin users.
How do I record a sale or invoice a customer?
Finance_Sales
If you are using POS, open Inventory -> POS to record walk-in sales. For credit sales, go to Finance -> Invoices and create an invoice.
Who can do this: Sales/Finance users.
How do I track leads that need follow-up?
Finance_Sales
Go to Sales and filter leads by stage or last update date. You can also ask AI Assistant for stale leads that have not been contacted recently.
Who can do this: Sales users.
How can I see who is on leave this week?
Hr_Payroll
Open HR -> Leave and filter by current week to view approved leave and availability.
Who can do this: HR/Admin users.
How do I approve or reject a leave request?
Hr_Payroll
Go to HR -> Leave Requests, open a pending request, then approve or reject with a comment.
Who can do this: Managers/HR/Admin.
Where can I generate payroll and payslips?
Hr_Payroll
Go to Payroll, run the payroll cycle for the selected period, then generate payslips for employees.
Who can do this: Payroll/HR/Admin.
How do I correct an employee profile issue?
Hr_Payroll
Open HR -> Employees, select the employee profile, edit the required fields, and save changes.
Who can do this: HR/Admin users.
How do I create a stock item and update quantity?
Inventory_Pos
Go to Inventory, create the product item, then use stock adjustment or goods receipt actions to update quantities.
Who can do this: Inventory/Admin users.
How do low-stock alerts work?
Inventory_Pos
Set reorder thresholds on inventory items. When quantities drop below threshold, the system flags them for replenishment.
Who can do this: Inventory/Admin users.
How do I process returns in POS?
Inventory_Pos
Open Inventory -> POS, locate the original sale/receipt, then initiate return using your returns workflow.
Who can do this: Cashier/Inventory/Admin depending on permissions.
Where can I see and manage my tasks?
Projects_Helpdesk
Open the Projects module. Use the Board view to see tasks grouped in columns (To Do, In Progress, Done). You can create new tasks, assign them to teammates, and drag them between columns as you work.
Who can do this: Project users.
How do I create and prioritize a helpdesk ticket?
Projects_Helpdesk
Go to Helpdesk -> Tickets -> Create Ticket, provide title and details, then choose priority and SLA where required.
Who can do this: Support users and permitted staff.
How do I monitor SLA compliance for support tickets?
Projects_Helpdesk
Open Helpdesk -> SLAs and dashboard metrics to view breach risk, overdue tickets, and response performance.
Who can do this: Support leads/Admin.
What can the AI Assistant help me with?
Ai_Commands
Click the “Ask AI” button in the top bar to open the AI Assistant. You can ask questions like “Show me unpaid invoices older than 45 days” or “Show me leads that haven't been contacted in 30 days”. The assistant reads your data and returns an easy-to-read answer. It does not perform write actions automatically.
Who can do this: All users with assistant access.
What are good prompts to start with in AI Assistant?
Ai_Commands
Try: 'Show unpaid invoices older than 45 days', 'How many employees are on leave this week?', or 'Show me leads not updated in 30 days'.
Who can do this: All users with assistant access.
Can AI Assistant update records for me?
Ai_Commands
Yes, for supported workflows in channels like Telegram where action buttons are available. The assistant can propose actions and execute only after you explicitly confirm via the button. For unsupported actions, it will guide you to complete the task in the relevant module.
Who can do this: Users with permission for the target action.
What should I do if a page is slow or not loading?
Troubleshooting
Refresh the page, confirm your internet connection, and retry in a supported modern browser. If the issue continues, create a helpdesk ticket with module name, time, and screenshot.
Who can do this: All users.
Why is my data missing from a report?
Troubleshooting
Check date filters, status filters, and organization scope first. Then confirm records are saved in the source module.
Who can do this: All users with report access.
How do I report a bug or request support?
Troubleshooting
Go to Helpdesk -> Tickets -> Create Ticket and include steps to reproduce, expected result, and screenshots.
Who can do this: All users.