Darosuite SaaS
User Guide

Login Process

The login process in Darosuite SaaS enables users to access the platform seamlessly. This documentation outlines the step-by-step procedure for users to log in and gain entry into the system.

2.1 Introduction to the Login Process

The login process is designed to allow users to access their accounts within the Darosuite SaaS platform, granting them entry to its functionalities and features.

2.2 Accessing the Login Page

Users navigate to the designated login page of the Darosuite SaaS platform.

2.3 Entering Your Credentials

Upon reaching the login page, users fill in the required fields to sign in.

• Email Address: Enter your registered email address.
• Password: Enter your account password.
• Click the "SIGN IN" button to access your account.

Once logged in, you will be directed to your personalized dashboard, where you can manage your tasks, collaborate with team members, and access all Darosuite SaaS features.

Note: Forgot your password? Click the "Forgot password?" link next to the password field. You'll receive an email with instructions to reset your password securely.

2.4 New to Darosuite SaaS?

If you do not yet have an account, you can register directly from the login page. Click the "Create one" link at the bottom of the login form to begin the registration process.

• Name: Input your full name.
• Email Address: Enter your email address.
• Password: Create a strong, secure password that you'll remember.
• Confirm Password: Re-enter your password to confirm it matches and prevent any typos.
• Click the "Create account" button to complete the process.

2.5 Successful Login

Once your credentials are verified, you are successfully logged in. Users can now explore and access the diverse features and functionalities offered by Darosuite SaaS.

2.6 Seamless Access

Subsequent logins can be initiated using your registered email and password on the login page. By following these steps, users can seamlessly access the Darosuite SaaS platform and manage their operations with ease.

Admin Login Process

3.1 Access Darosuite SaaS

Go to the Darosuite SaaS website and enter your admin login credentials.

• Admin Credentials: You'll need a username and password provided by the system administrator.
• Log In: Click the "Log In" button to access your admin dashboard.

Dashboard Inside

The Dashboard section gives the Company Admin a quick visual overview of all key business areas. It is divided into seven specialized dashboards, each accessible from the Dashboard menu in the sidebar.

• Project Dashboard: Displays a summary of all projects, including total projects, task completion rate, active bugs, team members, and total clients.
• Account Dashboard: Displays financial highlights, including total clients, total vendors, total customer payments received, and total vendor payments made.
• HRM Dashboard: Displays a workforce summary including total employees, attendance today, absences, employees on leave, total branches, departments, promotions, and terminations.
• Recruitment Dashboard: Gives a quick overview of hiring activities with Total Candidates, Total Active Jobs, Total Interviews, and Total Onboarded employees.
• POS Dashboard: Displays point-of-sale performance, including today's revenue, total sales, average transaction value, and total products.
• CRM Dashboard: Displays customer relationship management data, including total deals, total leads, total users, and total clients.
• Support Tickets Dashboard: Provides a complete overview of your ticket management system with Total Tickets, Open Tickets, Closed Tickets, Today's Tickets, Avg Response Time, and Active Categories.

4.1 Role-Based Dashboard

Different roles see tailored dashboards optimized for their responsibilities:

4.1.1 HR Role

The HRM Dashboard provides a daily staff summary showing attendance, absences, leave status, and department distribution. The Recruitment Dashboard gives a complete view of the hiring pipeline from postings to onboarding.

4.1.2 Customer Role

The Account Dashboard shows the customer's personal financial summary with total amounts paid, revenue generated, and transaction history. The Support Tickets Dashboard lets customers raise and track issues.

4.1.3 Staff Role

Staff see a personal work summary including attendance, leaves, awards, and warnings. The CRM Dashboard keeps daily customer-facing work organized with assigned deals, leads, and tasks.

4.1.4 Vendor Role

The Vendor Account Dashboard shows a financial snapshot with total amounts received, expenses, and payment transactions. Vendors also have access to their own Support Tickets portal.

User Management

The User Management section allows the Company Admin to manage roles and users within the company.

5.1 Manage Roles

A role is a set of permissions that controls what a user can see and do inside the platform. Instead of setting permissions one by one for every user, you create a role once and assign it to multiple users.

Roles Table Columns

• Name: The system name of the role (e.g., staff, client, vendor, hr).
• Label: The display name of the role shown to users.
• Permissions: The total number of permissions assigned to the role.
• Users: The users currently assigned to that role.

Default Roles (Staff, Client, Vendor, Hr): System-defined roles — include only the Edit action, cannot be deleted.

Custom Roles (user-created): Include both Edit and Delete action icons.

5.2 Manage Users

The Users section allows the Company Admin to manage all user accounts within the company.

Filter Options

• Email: Filter users by their email address.
• Role: Filter users by their assigned role.
• Login Status: Filter users by their login status (Enabled/Disabled).

Action Icons Per User

• Log in as User: View the user's perspective.
• Change Password: Reset the user's password.
• Edit: Update the user's profile details.
• Delete: Remove the user from the system.

Proposal Management

The Sales Proposal section allows the Company Admin to create and manage sales proposals sent to customers. A sales proposal outlines the products, pricing, taxes, and payment terms offered to a customer before an invoice is raised.

Proposals Table Columns

• Proposal Number: The unique reference number (e.g., SP-2026-03-001).
• Customer: The name of the customer.
• Proposal Date / Due Date: Creation and expiry dates.
• Subtotal / Tax / Total Amount / Balance: Financial breakdown.
• Status: Draft, Sent, Accepted, or Rejected.

Available Actions

• Download: Download the proposal as a PDF.
• Send: Send the proposal to the customer.
• View / Edit / Delete: Standard record management.
• Accept / Reject: Available for Sent proposals.
• Convert to Invoice: Convert an accepted proposal into a sales invoice.

Sales Invoice

The Sales Invoice section allows the Company Admin to create and manage sales invoices issued to customers.

7.1 Sales Invoice

Create invoices in two modes — Product-wise (for physical products) or Service Wise (for services rendered). Fill in Invoice Date, Due Date, Customer, Warehouse (Product-wise only), Payment Terms, and Notes.

Invoice Status Flow

• Draft: Created but not yet finalized — Edit, Post, Delete available.
• Posted: Finalized invoice sent to customer.
• Paid: Payment received in full.
• Overdue: Past due date — displayed in red.

8.2 Sales Invoice Returns

Manage product returns from customers against previously issued sales invoices. Select the original invoice, choose the warehouse for receiving returns, set the return reason, and select items with return quantities.

Return Status Flow

• Draft → Approved → Completed

Purchase Management

The Purchase section allows the Company Admin to manage all purchasing activities, including purchase invoices, returns, warehouses, and stock transfers.

8.1 Purchase Invoice

Create and manage invoices received from vendors. Fill in Invoice Date, Due Date, Vendor, Warehouse, Payment Terms, and add items with quantity, unit price, discount, and tax.

8.2 Purchase Returns

Manage product returns sent back to vendors against previously received purchase invoices. Process returns through Draft → Approved → Completed status flow.

8.3 Warehouses

Manage all warehouse locations used for storing and managing inventory. Create warehouses with Name, Address, City, Zip Code, Phone, Email, and Status.

8.4 Transfers

Move stock between warehouses. Select the source and destination warehouses, choose the product to transfer, enter the quantity, and set the transfer date.

Product & Service

The Product & Service module lets you manage your inventory items and configure the reference data used across the system.

9.1 Items

The Items page displays all products, parts, and services in your inventory. Create items through a 4-step wizard covering Basic Details, Pricing and Stock, Images, and Warehouse assignment.

Item Creation Steps

• Step 1 – Basic Details: Item Type, Name, SKU, Tax, Category, Description.
• Step 2 – Pricing and Stock: Sale Price, Purchase Price, Unit, Quantity (not shown for services).
• Step 3 – Images: Product Image and Additional Images.
• Step 4 – Warehouse: Select the warehouse for storage (not shown for services).

9.2 System Setup

Configure Categories (with color swatches), Taxes (name and rate %), and Units of measurement used for products and inventory.

Quotations Management

The Quotations module allows you to create and manage customer quotations with full support for item-level pricing, discounts, and tax calculations.

10.1 Manage Quotations

Lists all quotations with quotation number, customer, dates, financials, and status badges (Draft, Sent, Accepted, Rejected). Overdue quotations are highlighted in red.

10.2 Create Quotation

Fill in quotation date, due date, customer, warehouse, payment terms, and notes. Add items with quantity, unit price, discount percentage, and tax. The Quotation Summary automatically calculates subtotal, discount, tax, and total.

10.3 Quotation Actions

• Download / Send / Duplicate / View / Edit / Delete — standard actions.
• Approve / Reject: Available for Sent quotations.
• Create Version: Create a new version to track revisions.

Project Management

The Project Management module allows you to create, track, and manage all your projects and their progress.

15.1 Manage Project

Projects are displayed in a table with Name, Users, Budget, Start Date, End Date, Status, and Actions. Each project has a dedicated details page with panels for Project Details, Overview, Team Members, Clients, Progress, Milestones, Recent Activity, and Files.

Task Kanban

A board with four columns: Todo, In Progress, Review, and Done. Drag and drop tasks between columns to update their stage. Create tasks with Milestone, Title, Priority, Stage, Assign To, Duration, and Description.

Bug Tracker

A Kanban with five columns: Unconfirmed, Confirmed, In Progress, Resolved, and Verified.

Calendar View

Shows tasks as colored bars across their duration dates. Toggle between Month, Week, and Day views.

15.2 Manage Project Reports

Provides a detailed overview with Task Status Distribution (pie chart), Task Priority Distribution (bar chart), Users panel (assigned vs done tasks), and Milestones table with progress bars.

15.3 System Setup

Configure Task Stages (Todo, In Progress, Review, Done) and Bug Stages (Unconfirmed, Confirmed, In Progress, Resolved, Verified). Both are draggable lists for reordering.

Accounting Management

The Accounting module allows you to manage customers, vendors, banking, the chart of accounts, payments, revenues, expenses, debit and credit notes, reports, and system setup.

11.1 Manage Customers

Create and manage customers with company details, billing/shipping addresses, and tax information. View Customer Detail reports showing Total Invoiced, Total Returns, Total Credit Notes, Total Payments, and Balance. Export as PDF.

11.2 Manage Vendors

Create and manage vendors with company details, billing/shipping addresses, and tax information. View Vendor Detail reports showing Total Billed, Total Returns, Total Debit Notes, Total Payments, and Balance.

11.3 Banking

Manage Bank Accounts (Checking, Savings, Credit, Loan), view real-time Bank Transactions log, and create Bank Transfers between company accounts with optional processing charges.

11.4 Chart of Accounts

Create and manage financial ledger accounts with Account Type, Account Name, Code, Normal Balance (Debit/Credit), Opening Balance, and Current Balance. Supports sub-accounts and status toggling.

11.5 Vendor Payments

Create vendor payments by selecting outstanding invoices and optionally applying available debit notes. The Payment Summary updates automatically with real-time totals.

11.6 Customer Payments

Create customer payments by adding unpaid invoices and applying available credit notes. Payment statuses: Pending (yellow), Cleared (green), Cancelled (red).

11.7 Manage Revenues

Record revenue entries with Date, Category, Bank Account, Chart of Accounts, and Amount. Status flow: Draft → Approved → Posted.

11.8 Manage Expenses

Record expense entries with Date, Category, Bank Account, Chart of Account, and Amount. Same status flow: Draft → Approved → Posted.

11.9 Debit Notes

Manage debit notes raised against vendors when goods are returned. Statuses: Draft, Approved, Applied.

11.10 Credit Notes

Manage credit notes issued to customers when goods are returned or credit adjustments are required. Statuses: Draft, Approved, Applied.

11.11 Reports

Five pre-built financial reports accessible via tabs: Invoice Aging, Bill Aging, Tax Summary, Customer Balance, and Vendor Balance. Each report can be generated for a specific date range and exported as PDF.

11.12 System Setup

Configure Account Types (Assets, Liabilities, Equity, Revenue, Expenses), Revenue Categories linked to GL accounts, and Expense Categories with GL account linkages.

Goal Management

The Goal module allows you to set, track, and manage financial and personal goals. It includes Goals, Milestones, Contributions, Tracking, and Category sections.

12.1 Manage Goals

Create goals with a goal name, target amount, start date, target date, category, goal type (Savings, Expense Reduction, Debt Reduction), and priority (Low, Medium, High, Critical). Goal statuses: Draft and Active.

12.2 Manage Milestones

Set intermediate targets against active goals with milestone name, target amount, and target date. Statuses: Pending and Achieved.

12.3 Manage Contributions

Record financial contributions toward active goals with date, amount, and optional notes. Contribution types: Manual and Automatic.

14.4 Manage Tracking

Track goal progress with previous amount, contribution amount, current amount, progress percentage, and days remaining. Tracking statuses: Behind, On Track, and Ahead.

14.5 Manage Categories

Create goal categories with Name, Code, Description, and Active status. Default categories include: Personal Development, Career Growth, Health & Fitness, Financial, Education, Business, Relationships, Creative, and Travel.

Budget Planner

The Budget Planner module allows you to plan, allocate, and monitor budgets across defined financial periods.

13.1 Budget Periods

Create budget periods with Period Name, Financial Year, Start Date, and End Date. Statuses: Active (open for entries) and Closed (finalized).

13.2 Manage Budget

Create budgets with Budget Name, Period, and Type (Operational or Capital). Statuses: Draft, Active, Approved.

15.3 Budget Allocations

Distribute budget funds across different accounts. The Remaining Amount column reflects unspent balance in real time.

15.4 Budget Monitoring

Read-only view showing budget performance over time with Allocated Amount, Spent Amount, Remaining Amount, and Variance Percentage. Automatically updated as expenses are recorded.

Double Entry

The Double Entry module automatically records every transaction across both sides of the books, providing a complete and accurate picture of your organisation's financial health.

14.1 Ledger Summary

A concise overview of all ledger accounts showing transactions with debits and credits over a selected date range. Filter by account and date range. Export as PDF or print.

14.2 Trial Balance

Compiles ending balances of all accounts to ensure total debits equal total credits. Auto-generated from all business transactions across connected modules. Displays Account Code, Account Name, Debit, and Credit columns.

14.3 Balance Sheet

Generate balance sheets for any date showing Total Assets, Total Liabilities, and Total Equity. Supports Horizontal and Vertical views, notes, PDF export, finalization, and year-over-year comparisons. Year-End Close feature resets income/expense accounts and transfers profit/loss to Retained Earnings.

14.4 Profit & Loss Statement

Auto-generated breakdown of income and expenses showing Total Revenue, Total Expenses, and Net Profit/Loss for any selected period. Revenue and Expenses sections displayed side by side.

14.5 Reports

Six report tabs: Journal Entry, General Ledger, Account Statement, Account Balance, Cash Flow, and Expense Report. All downloadable as PDF with flexible date range filtering.

HRM Management

The HRM module gives your organisation complete control over every aspect of managing your workforce, from hiring and attendance to payroll, leave, and employee records.

17.1 Manage Employees

Create employees through a 6-tab form: Personal (DOB, Gender), Employment (User, Shift, Type, Branch/Department/Designation), Contact (Address, Emergency Contact), Banking, Hours & Rates (Basic Salary, Rate Per Hour), and Documents.

16.2 Payslip

Set individual salaries with Allowances, Deductions, Loans, and Overtimes. Create payrolls by frequency (Weekly, Bi-Weekly, Monthly), process with Run Payroll, and pay individual employees with salary slip downloads.

16.3 Attendance

Manage work Shifts (including Night Shift support) and track Attendances with Clock In/Out times. Statuses: Present (green), Absent (red), Half Day (yellow).

16.4 Leave Management

Configure Leave Types (with Max Days Per Year and Paid/Unpaid status). Manage Leave Applications with Pending/Approved/Rejected flow. View real-time Leave Balance cards per employee.

17.5 Manage Holidays

Create holidays with Holiday Type, dates, Paid status, and optional Google Calendar/Outlook Calendar sync.

17.6 Manage Awards

Record employee awards with Award Type, Award Date, optional Description, and Certificate upload.

17.7 Manage Promotions

Track promotions through Branch, Department, and Designation changes with Effective Date and approval workflow (Pending → Approved).

17.8 Manage Resignations

Record resignations with Last Working Date and Reason. Statuses: Pending, Accepted, Rejected.

17.9 Manage Terminations

Record terminations with Termination Type, Notice Date, Termination Date, and Reason. Statuses: Pending, Approved, Rejected.

17.10 Manage Warnings

Issue warnings with Warning Type, Subject, Severity, and Warning Date. Approved warnings can receive a written Response.

17.11 Manage Complaints

Manage employee complaints through Assigned, In Progress, In Review, and Resolved statuses.

17.12 Manage Employee Transfers

Track employee transfers between departments/branches with Pending, In Progress, and Approved statuses.

17.13 Manage Documents

Upload and manage company documents with Document Category, Description, and approval workflow.

17.14 Manage Acknowledgments

Assign documents to employees for acknowledgment tracking with Pending and Acknowledged statuses.

17.15 Manage Announcements

Create announcements with Announcement Category, Department, Priority, and date range. Statuses: Active, Inactive, Draft.

17.16 Manage Events

Create company events with Event Type, Departments, date/time, Location, Color, and optional Google Calendar sync. View events in a monthly/weekly/daily calendar layout.

16.17 System Setup

Configure all foundational HR data including Branches, Departments, Designations, Document Types, Award Types, Termination Types, Warning Types, Complaint Types, Holiday Types, Document Categories, Announcement Categories, Event Types, Allowance Types, Deduction Types, Loan Types, Working Days, and IP Restricts.

Performance Management

A structured way to measure, track, and improve employee performance through clear goals, review cycles, and indicator ratings.

18.1 Performance Indicators

Create indicators with Name, Category, Measurement Unit, Target Value, and Status (Active/Inactive).

17.2 Employee Goals

Set goals per employee with Goal Type, Title, Description, Start/End Dates, Target, and Progress percentage. Statuses: Not Started, In Progress, Completed, Overdue.

17.3 Review Cycles

Define review frequencies (e.g., Monthly, Quarterly, Annual) with Active/Inactive status.

18.4 Employee Reviews

Conduct performance reviews with 5-star ratings across indicator categories (Work Quality & Accuracy, Productivity & Efficiency, Team Collaboration, etc.) and written Pros/Cons feedback.

18.5 Performance System Setup

Configure Indicator Categories and Goal Types used throughout the Performance module.

Training Management

Plan, deliver, and track employee training programs from one central place — manage trainers, schedule sessions, assign tasks, and collect feedback.

19.1 Manage Training Types

Create training types associated with Branch and Department.

19.2 Manage Trainers

Register trainers with Name, Contact, Email, Experience, Branch, Department, Expertise, and Qualifications.

19.3 Manage Training List

Create training sessions with Training Type, Trainer, Status (Scheduled/Ongoing/Completed/Cancelled), dates, times, and optional Max Participants, Location, and Cost. Manage Tasks and Feedbacks per training session.

Recruitment Management

Handle the entire hiring process from job posting to onboarding — post jobs, collect applications, schedule interviews, make offers, and onboard new employees.

19.1 Job Locations

Manage physical and remote job locations that appear on the careers portal for candidate filtering.

19.2 Custom Questions

Create application form questions (Text, Textarea, Select, Radio, Checkbox, Date, Number types) that candidates answer when applying for jobs.

19.3 Job Posting

Create and publish job postings with Title, Type, Location, Branch, Salary Range, Deadline, Skills, Description, Requirements, Benefits, and Custom Questions. Control publish status to show/hide on the career portal.

20.4 Manage Candidate

Add and track candidates with Tracking ID, Job, Source, and Application Date. View complete Candidate Profile with Professional Information and Application Question responses.

19.5 Interview Rounds

Define sequential interview rounds per job posting (e.g., Technical Round, HR Round, Final Round).

20.6 Manage Interview

Schedule interviews with Candidate, Interview Round, Type, Date/Time, Duration, Location/Meeting Link, and multiple Interviewers. Completing an interview auto-advances the candidate to the Offer stage.

20.7 Interview Feedback

Submit ratings for Technical Skills, Communication Skills, Cultural Fit, and Overall Rating on a 1–5 scale. Set Recommendation (Strong Hire, Hire, Maybe, No Hire, Strong No Hire).

20.8 Candidate Assessment

Record assessment scores for candidates with Strong Hire/Hire recommendations. Statuses: Pending, Pass, Fail.

20.9 Manage Offer

Create offer letters with Position, Salary, Bonus, Equity, Benefits, and Expiry Date. Send/download offer letters or convert accepted candidates directly to HRM employees.

19.10 Checklist Items

Define onboarding tasks per checklist with Category (Documentation, IT Setup, Training, HR, Facilities, Other), Assigned Role, Due Day, and Required status.

20.11 Candidate Onboarding

Start onboarding for hired candidates by selecting an Onboarding Checklist, Start Date, and Buddy Employee to guide the new hire.

19.12 System Setup

Configure Job Types, Candidate Sources, Interview Types, Onboarding Checklists, Brand Settings, About Company Section, Application Tips, What Happens Next steps, Need Help section, Tracking FAQ, and Offer Letter Template.

POS Management

Handle all in-store sales operations efficiently, from processing transactions to managing product barcodes and generating detailed reports.

20.1 Add POS

The POS screen displays a product grid on the left and a Shopping Cart on the right. Select Customer and Warehouse, click products to add to cart, adjust quantities, and click Checkout to process payment. Receive an itemized receipt with PDF download and print options.

20.2 POS Orders

View all completed sales transactions with Sale Number, Customer, Warehouse, and Total. Open full sale details to see the complete items breakdown.

21.3 Manage Product Barcode

Generate and print barcodes for products. Select a warehouse, choose products, set number of copies, and download a printable barcode sheet as PDF.

20.4 Reports

Three report types: Sales Report (Daily, Monthly, Warehouse charts), Product Report (Top 10 by Revenue, Quantity Distribution), and Customer Report (Top 10 by Spending, Order Distribution).

CRM Management

Track and manage potential customers, ongoing deals, and sales activities. From setting up sales pipelines to monitoring reports.

22.1 CRM System Setup

Configure Pipelines, Lead Stages, Deal Stages, Labels (with colors), and Sources that power the CRM module.

22.2 Manage Leads

View leads in list or Kanban view. Switch between pipelines. Add leads with Name, Email, Subject, assigned User, Phone, and Follow Up Date. Tag leads with color-coded labels. Convert leads to deals using the arrows icon.

22.3 Manage Deals

View deals in list or Kanban view. Create deals with Deal Name, Price, Phone, and Client. Filter by Stage or Status.

22.4 Lead / Deal Detail View

Detailed view with eight navigation sections: General (emails, notes, discussions), Tasks, Users, Products, Sources, Files, Calls, and Activity timeline.

21.5 Reports

Lead Reports (General, Staff, Pipeline views) and Deal Reports (General, Staff, Client, Pipeline views) with visual charts and date range filtering.

Form Builder

Create and manage custom forms with flexible layouts, diverse field types, and instant activation controls. Responses can be directly converted into platform modules.

23.1 Creating a New Form

Create forms with a Name, Enable/Disable Toggle, and Default Layout (Single Column, Two Column, or Card Layout). Real-time statistics show total fields and required fields count.

23.2 Managing and Sharing Forms

Use the "Copy Link" button next to each form to share the public form URL. Active forms allow users to fill them out; deactivated forms show an unavailable message.

23.3 Adding Form Fields

12 field type options: Text Input, Email, Number, Phone, URL, Password, Textarea, Select Dropdown, Radio Buttons, Checkbox, Date, and Time fields.

23.4 Viewing Form Responses

Click the "Responses" button to view all form submissions in tabular format.

22.5 Converting Forms into Module

Convert forms to other modules via field mapping. Supported targets: Project (Project Management), Contract (Contract Management), and Lead/Deal (CRM).

Support Ticket

A powerful platform for handling customer support requests efficiently — create and track tickets, manage knowledge base articles and FAQs, all from a single admin panel.

23.1 System Setup

Configure Categories (with colors), Knowledge Base Categories, Brand Settings (Logo, Favicon, Title, Footer), Custom Pages, Title Sections, CTA Sections, Quick Links, Support Information (response times, business hours), and Contact Information.

23.2 Manage Tickets

View all submitted support tickets with color-coded Status badges (Closed/red, In Progress/blue, On Hold/yellow). Filter by Status. Create tickets with Title, Description, Account Type, Name, Email, Category, Subject, and Status.

24.3 Import Knowledge Base

Bulk import knowledge base articles via CSV (Download Sample → Fill → Import). Create individual articles with Title, Category, and rich-text Description.

24.4 Manage FAQ

Create FAQ entries with a question Title and rich-text Answer. Bulk import via CSV. All entries appear on the support portal FAQ section.

24.5 Manage Contact

View and manage contact messages submitted through the Contact Us page — Name, Email, Subject, Message preview, and Date.

Contract Management

A complete solution for handling all your business contracts — create, assign, track status, and manage contract types.

24.1 Manage Contracts

Create contracts with Subject, Value, Start/End Dates, Status, Contract Type, and assigned Users. Five detail tabs: Details, Attachments, Comments, Notes, and Renewals. Duplicate contracts or preview/download as PDF. Statuses: Pending, Accepted, Declined, Closed.

24.2 Contract Types

Create and manage contract type classifications with Active/Inactive status.

Calendar Management

A unified view of all scheduled activities across the system. Toggle between Month, Week, and Day views. Filter by activity type:

26.1 Activity Types Available in the Filter

• Sales Invoice
• Purchase Invoice
• Event
• Holiday
• Leave
• Deal Task
• Lead Task
• Contract End
• Project Due Task
• Zoom Meeting
• Interview Schedule

Zoom Meeting

Schedule, manage, and track Zoom meetings with team members, clients, and vendors directly from the system.

27.1 Zoom Meetings Table Information

Displays Title, Start Time, Duration, Host Name, Participants, Status (Scheduled/Started/Ended/Cancelled), and Actions. Actions vary by status: Start Meeting (Scheduled), Join Meeting (Started), View, Edit, Delete.

27.2 Create Zoom Meeting

Create meetings with Title, Description, optional Password, Start Time, Duration, Host/Participant Video toggles, Waiting Room, Recording, Status, Participants, Host, and Google Calendar sync.

Timesheet Management

Track and manage time logged by users across projects, tasks, and general work hours.

28.1 Timesheet Table Information

Displays Name, Project, Task, Type (Clock In/Out, Project, Manual), Date, Hours, and Minutes.

27.2 Create Timesheet

Log time entries with Type, User, Date, Hours, Minutes, and optional Notes.

Messenger

A built-in chat system for direct messaging with other users in the system without leaving the platform.

28.1 Using the Conversations Panel

• Use the Search users field to find a specific user quickly.
• Toggle between All Users and Favorites to filter conversations.
• Each conversation shows the user's profile picture, name, last message preview, and time.
• A green badge with a number indicates unread messages.
• Click any user in the list to open their conversation and start messaging.

Helpdesk Management

Complete control over ticket creation, tracking, and resolution for the Company Admin.

29.1 Helpdesk Tickets List Page

View all helpdesk tickets with color-coded Status badges (In Progress/Yellow, Closed/Gray, Open/Blue) and Priority badges (Urgent/Red, High/Orange, Medium/Yellow, Low/Green). Filter by Status, Priority, and Category.

29.2 Create Helpdesk Ticket

Required fields: Title, Description (rich text), Category, and Priority (default: Medium). Click Create to submit or Cancel to discard.

Plan Management

View available subscription plans, subscribe to a plan, track bank transfer payment requests, and review order history.

30.1 Setup Subscription Plan

All plans are created by Super Admin and displayed here for Company subscription. Click Subscribe to Plan (paid) or Start Trial (free). Supported payment methods: Bank Transfer, PayPal, Stripe.

30.2 Bank Transfer Requests

Track subscription payments made via bank transfer with Status badges: Pending (Yellow) and Rejected (Red). Actions: View and Delete.

30.3 Orders

Full order history showing Order ID, Plan, Coupon, Amount, Status (Succeeded/Green), Payment Method (Stripe, PayPal, Bank Transfer), and Date.

Settings Management

Configure all platform options for your organisation. Includes Brand, System, Company, Currency, Support, Email, Notifications, and integrations.

31.1 Common Configuration Settings

Brand Settings let you personalize your logo, theme, and layout. System Settings cover language, date/time format, and calendar start day. Currency Settings control amount display. Email Settings ensure reliable communications. Webhook Settings connect external systems. Stripe and PayPal Settings enable payment gateways.

31.2 Company Settings

Configure Company Name, Registration Number, Address, City, State, Country, Zip Code, Telephone, Company Email, Email From Name, and Tax Number (VAT/GST).

31.3 Support Setting

Enable FAQ and Knowledge Base. Configure Ticket Fields Settings — define and reorder form fields via drag-and-drop with Label, Placeholder, Type, Required, and Width per field.

31.4 Contract Settings

Set a Contract Prefix for auto-generated contract numbers (e.g., CON → CON0001). A configuration summary shows the current prefix and next number.

31.5 Email Notification Settings

Control email notifications across four tabs: General (New User, Invoice alerts, Helpdesk), CRM (Deal/Lead assignments and movements), Support Ticket (New Ticket, Replies), and Recruitment (Application Received). Toggle each on/off as needed.

31.6 Slack Settings

Enable Slack integration with your Webhook URL. Configure notifications for General, Accounting, Contract, HRM, CRM, Recruitment, Project, Training, Zoom Meeting, Form Builder, and Timesheet events.

31.7 Telegram Settings

Enable Telegram bot integration with Bot Token and Chat ID. Configure notifications for General, Accounting, Contract, HRM, CRM, Project, Zoom Meeting, and Timesheet events.

31.8 Twilio Settings

Enable SMS notifications via Twilio with Account SID, Auth Token, and From Phone Number. Same notification categories as Telegram.

31.9 AI Assistant Settings

Configure your AI provider (e.g., OpenAI) with API Key and AI Model to enable AI-powered assistance features.

31.10 Zoom Meeting Settings

Enable Zoom integration using Server-to-Server OAuth credentials from the Zoom Marketplace: Client ID, Client Secret, and Account ID. Required scopes: meeting.write, meeting.read, user.read.

31.11 Google Calendar Settings

Enable Google Calendar sync with your Calendar ID and OAuth 2.0 service account JSON file from the Google Cloud Console. Required API: Google Calendar API with Service Account credentials.

31.12 Webhook Settings

Configure webhooks for real-time event notifications. Select Method (POST/GET), Event (grouped by General, Accounting, Recruitment, Training, Zoom Meeting, Project, CRM, Contract, HRM), and Webhook URL. Click "Create Webhook" to save.