Platform Wiki

Learn the platform module by module.

A public operating manual for admins, managers, members, clients, and superadmins. Start with tenant setup, then use the sidebar shortcuts to jump into each module.

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13 guides

DashboardDaily command center Projects & TasksDelivery planning AgileSprints and boards CRMCustomers and revenue Tickets / Help DeskSupport operations Knowledge BaseInternal wiki and help articles MessagesTeam collaboration Calendar, Todos & NotesScheduling

Getting started

Launch your workspace in four moves.

This path gets a new tenant from signup to usable daily workflows. The demo seed gives every tenant enough sample records to learn before replacing data.

Create or join a company

Sign up creates a tenant, assigns the free package, and starts onboarding. Invited users join the existing tenant with their assigned role.

Finish onboarding

Admins configure company profile, SMTP, billing, users, and access. Members get a shorter path focused on profile, projects, messages, and assigned work.

Set roles and permissions

Use Admin > Access Management to control module and subsection visibility. HR positions can map to roles for smoother onboarding.

Add real work

Seeded demo data helps users learn. Replace it gradually with projects, customers, invoices, employees, tickets, and calendar events.

Module guides

Use each section with confidence.

Public docs

Daily command center

Dashboard

Use the dashboard to see work, revenue, tickets, tasks, customers, employees, and recent activity based on the modules your role can access.

Top

Quick start

Review cards filtered by your permissions.

Open notifications from the header.

Use search or Ask AI for fast navigation.

Daily workflow

Check overdue work and active project health.

Scan revenue and ticket health if your role allows it.

Jump into modules from dashboard summaries.

Admin notes

Dashboard metrics should respect RBAC and object-level visibility.

Free tenants see upgrade prompts when resource limits are reached.

Delivery planning

Projects & Tasks

Plan projects with members, task boards, list views, Gantt timelines, dependencies, watchers, attachments, time tracking, files, activity, and budgets.

Top

Quick start

Create a project and add multiple members.

Create tasks and assign one or more people.

Use board/list views and filters to focus work.

Daily workflow

Drag tasks across Kanban columns.

Open the task page for comments, dependencies, files, watchers, and time logs.

Managers track milestones, progress, and budget health.

Admin notes

Members only see tasks they are part of; managers, owners, and admins can see all project work.

Budget sections are hidden from project members.

Sprints and boards

Agile

Use Agile for sprint planning, backlog grooming, Kanban execution, and sprint-level work that stays connected to projects and tasks.

Top

Quick start

Create or select a sprint.

Move tasks from backlog into sprint scope.

Use the Agile board for execution.

Daily workflow

Drag cards through sprint stages.

Use filters for assignee, status, and priority.

Review daily progress before standups.

Admin notes

Keep project task schema, Agile board, and AI task tools aligned before importing external data.

Jira add-ons are controlled by superadmin availability.

Customers and revenue

CRM

Manage customers, contacts, deals, quotes, activities, email records, sales pipeline Kanban, forecasting, automation, imports, and customer portal flows.

Top

Quick start

Import customers or contacts from CSV templates.

Add deals and move them through the visual pipeline.

Create quotes and invoices from customer context.

Daily workflow

Track deal stage, value, probability, assignee, and close date.

Keep CRM records company-wide for users with CRM access.

Use CRM email as user-specific unless admin access is granted.

Admin notes

HubSpot field mapping and conflict resolution live in integrations.

CRM invoice access bridges to accounting forms for CRM-only roles when needed.

Support operations

Tickets / Help Desk

Run support with ticket queues, Kanban, categories, category agents, SLA tracking, macros, CSAT, customer portal replies, email notifications, and inbound email hooks.

Top

Quick start

Create categories and assign agents.

Create tickets from the app, portal, AI, or inbound email.

Use My Tickets for user-specific workload.

Daily workflow

Update status, priority, category, assignee, comments, and attachments.

Use macros for common replies.

Review SLA and satisfaction reports.

Admin notes

Members should only see related tickets unless their role has broader helpdesk access.

Zendesk and Freshdesk sync are add-ons controlled by superadmin.

Internal wiki and help articles

Knowledge Base

Create rich articles with a Notion-like editor, inline images and files, public/private access, member-level viewer/editor permissions, comments, views, and AI/RAG indexing.

Top

Quick start

Create an article and choose public or private access.

Add allowed people for private content.

Use editor access only for collaborators who should edit.

Daily workflow

Use slash-style blocks, formatting, references, inline images, and file links.

Search articles from the KB and Ask AI.

Use public help pages for customer-facing content.

Admin notes

Only article owners manage visibility and editor access.

RAG indexing jobs keep AI answers grounded in article content.

Team collaboration

Messages

Use realtime messaging for direct chats, channels, project groups, rich text, attachments, reactions, mentions, unread counts, presence, calls, and meeting handoff.

Top

Quick start

Open a direct message, channel, or project group.

Use rich formatting, emoji, mentions, and attachments.

Start audio or video calls when permissions allow.

Daily workflow

Sort chats by unread and latest activity.

Reply, react, and attach files for context.

Use project groups to keep delivery updates connected to work.

Admin notes

Slack and Teams integrations appear only when enabled by superadmin.

Socket delivery falls back to API posting if realtime transport is unavailable.

Scheduling

Calendar, Todos & Notes

Create events, invite participants, manage private todos and notes, use rich text, start audio/video meetings, and keep user-specific schedule visibility.

Top

Quick start

Create an event and add participants while creating it.

Use My Events to focus your own schedule.

Create private notes and todos from the calendar module.

Daily workflow

Track due, todo, and done states.

Start or join meeting sessions from events.

Use notes for meeting prep and follow-up context.

Admin notes

Users should only see associated events unless they have broader calendar permissions.

Zoom, Google Meet, and Teams add-ons are availability-controlled.

Finance

Accounting

Manage chart of accounts, invoices, bills, payments, journals, tax rates, vendors, aging, cash flow, trial balance, P&L, balance sheet, Stripe payment links, and print/PDF flows.

Top

Quick start

Review seeded chart of accounts.

Create invoices or bills from accounting or CRM context.

Send invoice emails with editable content and payment links.

Daily workflow

Record payments and reconcile reports.

Print invoices and bills with QR verification links.

Review AR/AP aging and cash flow.

Admin notes

Financial reports should cross-check journals and account categories.

QuickBooks integration can be enabled later from add-ons.

People operations

HRM

Manage employees, departments, positions, attendance, leave types, leave requests, reviews, payroll, recruitment, training, and org charts based on role.

Top

Quick start

Create positions and map them to access roles.

Configure leave types and allowances.

Invite employees or create users from admin.

Daily workflow

Members update their own profile, attendance, and leave requests.

Managers review team leave, performance, and attendance.

Admins manage HRM setup and people records.

Admin notes

HRM sidebar sections must respect subsection permissions.

Gusto integration credentials are stored per tenant when enabled.

Subscription management

Billing & Packages

Manage tenant packages, Stripe checkout, invoice history, failed payments, dunning flows, resource limits, usage tracking, and company Stripe settings.

Top

Quick start

Free package is assigned by default on signup.

Upgrade from the tenant billing area.

Company admins can configure company Stripe for invoices and payments.

Daily workflow

Review current package, renewal period, limits, and invoice history.

Handle failed payment actions.

Use upgrade prompts when limits are consumed.

Admin notes

Superadmin Stripe charges tenants; company Stripe charges company customers.

Webhook reconciliation and billing audit trails protect subscription state.

Local and cloud AI

Ask AI

Use AI for summaries, answers, prepared actions, form filling, RAG over KB/project documents, and approved tool calling with RBAC, confirmations, and audit logs.

Top

Quick start

Ask for a project, ticket, CRM, finance, or calendar summary.

Review suggested actions before execution.

Confirm write operations only when ready.

Daily workflow

Draft replies, create tickets, search KB, summarize revenue, and prepare tasks.

Use conversation history for continuity.

Let background indexing refresh RAG context.

Admin notes

Superadmin configures Ollama, Bedrock, or other providers for tenants.

AI prompt/output logs are available for superadmin review and improvement.

Governance

Settings, Admin & Superadmin

Configure company profile, SMTP, integrations, storage providers, user preferences, access management, users, tenant operations, impersonation, audit logs, and platform analytics.

Top

Quick start

Admins manage company users, roles, SMTP, billing, and enabled add-ons.

Superadmins manage tenants, packages, storage, AI providers, SMTP fallback, and platform analytics.

Users manage profile, avatar, preferences, and theme.

Daily workflow

Use access management for module and subsection permissions.

Use audit logs for sensitive operations.

Use storage migration to copy or move files between local, S3, and B2.

Admin notes

Tenant admins should never see superadmin-only controls.

Object-level policies protect project, ticket, customer, billing, and knowledge data.

Need customer-facing help docs?

Use the public help center for published knowledge base articles, while this wiki explains how to operate the platform itself.

Open Help Center