Settings Module

This manual provides an overview of the entire "Settings" section located in the left navigation panel of the application. This module serves as the central administrative hub where you can configure and customize almost every aspect of your application's behavior, appearance, and data management.

Company Settings

This manual explains how to configure your company's basic information within the application. This information is often used across various modules like invoices, reports, and communication.

 

Accessing Company Settings

 

  1. From the left sidebar, click on "Company Settings".

 

Overview of Company Settings Page

 

This page contains essential fields for your company's identity and contact information. Fields marked with a red asterisk (*) are mandatory.

1. Company Name*

  • Purpose: The official name of your company. This name will likely appear on invoices, emails, and other system-generated documents.

  • Current Setting (Example): Adam Test

  • How to Change: Type your company's full legal name into this text field.

2. Company Email*

  • Purpose: The primary email address for your company. This is often used for system-generated communications and as a contact point.

  • Current Setting (Example): Kawaguci1708@gmail.com

  • How to Change: Type your company's official email address into this text field.

3. Company Phone*

  • Purpose: The primary contact phone number for your company.

  • Current Setting (Example): 0132027162

  • How to Change: Type your company's phone number into this text field.

4. Company Website

  • Purpose: The official website URL for your company. This is an optional field.

  • Example: e.g. https://www.example.com

  • How to Change: Type your company's website address, including https:// or http://, into this text field.

 

Saving Your Changes

 

  1. After making any modifications to your company settings, click the green "Save" button.

  2. Your changes will be saved and applied throughout the application where company information is displayed.

Business Addres

Adding a New Address

 

To add a new address to your profile or for a transaction, follow these steps:

  1. Click on the "Add New Address" option.

  2. From the "Country" dropdown menu, select the relevant country (e.g., Afghanistan, Albania, Algeria).

  3. In the "Location" field, enter the specific city, state, or region. This field is required.

  4. If applicable, enter the "Tax Name" and "Tax" details.

  5. Provide the complete "Address" in the designated field. This field is also required.

  6. Optionally, enter the "Latitude" and "Longitude" coordinates if you have them.

Fields marked with an asterisk (*) are mandatory and must be filled out to successfully add the new address.

App Setting

App Setting

App Settings

App Settings Tab

 

This tab contains the following configurable options:

1. Date Format

2. Time Format

3. Default Timezone

4. Default Currency

5. Language

6. Datatable Row Limit

7. Employee can export data

App Setting

Client Sign Up Settings

Overview of Client Sign Up Settings Tab

 

This tab allows you to enable or disable client self-registration and provides the URL for client sign-up.

 

Configurable Options

 

1. Allow Client Signup

2. Client Signup URL

 

Saving Your Changes

 

After making any modifications (i.e., checking or unchecking "Allow Client Signup"):

  1. Click the green "Save" button at the bottom of the "Client Sign Up Settings" section.

  2. A confirmation message should appear to indicate that your settings have been successfully saved.

Profile Settings

Profile Settings

Profile

Profile Tab

This tab contains the following configurable options:

1. Profile Picture

2. Your Name

3. Your Email

4. Your Password

5. Receive email notifications?

6. Enable Google Calendar

7. Country

8. Mobile

9. Change Language

10. Gender

11. Date of Birth

12. Slack Member ID

13. Marital Status

14. Your Address

15. About

Saving Your Changes

After making any modifications to your profile settings:

  1. Click the green "Save" button at the bottom of the "Profile" tab.

  2. A success message (e.g., "Profile updated successfully") should appear to confirm your changes.

Profile Settings

Emergency Contacts

Overview of the "Add New Emergency Contact" Fields

 

The modal requires you to fill in the following information for your emergency contact. Fields marked with a red asterisk (*) are mandatory.

1. Name*

2. Email

3. Mobile*

4. Relationship*

5. Address

 

Actions within the Modal

 

Profile Settings

Documents

Overview of the "Add File" Fields

 

The modal requires you to fill in the following information to upload a document. Fields marked with a red asterisk (*) are mandatory.

1. File name*

2. Upload File*

 

Actions within the Modal

 

Notification Settings

Notification Settings

Email

Overview of Notification Settings Page

 

This page lets you choose how you receive notifications. It has three main tabs:

 

Email Tab

 

This tab controls which email notifications you receive.

Email Notification Settings:

On the right side of the screen, you will see a list of different events that can trigger an email notification.

 

Saving Your Changes

 

  1. After selecting your preferred email notification settings, click the green "Save" button at the bottom of the page.

  2. Your changes will be saved.

Notification Settings

Slack

Overview of Slack Tab

 

This tab controls which notifications are sent to Slack.

1. Status

2. Slack Notification Settings

On the right side of the screen, you will see a list of different events that can trigger a Slack notification.

 

Actions within the Slack Tab

 

Notification Settings

Push Notification

Overview of Push Notification Tab

 

This tab controls which events trigger a push notification.

Push Notification Settings

On the right side of the screen, you will find a list of various events that can generate a push notification.

 

Saving Your Changes

 

  1. After selecting your preferred push notification settings, click the green "Save" button at the bottom of the page.

  2. Your changes will be saved and applied.

Currency Settings

Overview of "Add New Currency" Fields

 

The modal requires you to fill in various details for the new currency. Fields marked with a red asterisk (*) are mandatory.

Currency Information Fields:

1. Currency Name*

2. Currency Symbol*

3. Currency Code*

4. Is Cryptocurrency

5. Exchange Rate*

Currency Format Settings:

These settings determine how the currency amount will be displayed throughout the application.

1. Currency Position

2. Thousand Separator

3. Decimal Separator

4. Number of Decimals

Example Display:

 

Actions within the Modal

 

Payment Credentials

Overview of Payment Credentials Page

 

This page is structured with tabs, each representing a different payment gateway. You can switch between these tabs to configure the settings for each payment provider.

The visible tabs include:

Each tab will have specific settings relevant to that payment gateway. The red dot next to a payment gateway name (e.g., Stripe, Razorpay) likely indicates that it is not yet configured or is inactive.

 

Paypal Tab (Currently Selected)

 

This section allows you to enable and save your PayPal payment gateway settings.

1. Paypal Status

 

Saving Your Changes

 

  1. After making any changes to the status or entering credentials (if visible), click the green "Save" button at the bottom of the section.

  2. Your changes will be saved and applied.

Finance Settings

Finance Settings

Invoice Setting

Overview of Invoice Settings Tab

 

This tab contains various options for customizing your invoices. The page is split across two screenshots, so I will combine the details here.

Invoice Display and Behavior:

1. Invoice Logo

2. Authorised Signatory Signature

3. Language

4. Due after*

5. Send Reminder Before

6. Send Reminder After

Invoice Content Options (Checkboxes):

These checkboxes control specific information displayed on the invoice.

1. Show Tax number on invoice

2. Show Status

3. Hsn/Sac Code Show

4. Show Authorised Signatory

5. Show tax calculation message

Client info to show on invoice (Checkboxes):

These checkboxes control which client contact details are displayed on the invoice.

1. Client Name

2. Company Name

3. Client Email

4. Client Address

5. Client Phone

6. Show Project on invoice

Terms and Conditions:

Other Information:

 

Saving Your Changes

 

Finance Settings

Invoice Template

Overview of Invoice Template Tab

 

This tab presents various pre-designed invoice templates for you to choose from.

1. Template*

 

Saving Your Changes

 

  1. After selecting your preferred invoice template, click the green "Save" button at the bottom of the page.

  2. Your changes will be saved, and all future invoices will be generated using the newly selected template.

Finance Settings

Prefix Settings

Overview of Prefix Settings Tab

 

This tab allows you to customize the prefix, separator, and number of digits for the sequential numbering of different document types. Each section follows a similar pattern:

Here are the specific document types you can configure:

1. Invoice Numbering

2. Credit Note Numbering

3. Estimate Numbering

4. Estimate Request Numbering

5. Order Numbering

6. Proposal Numbering

 

Saving Your Changes

 

  1. After making any modifications to the prefix settings, click the green "Save" button at the bottom of the page.

  2. Your changes will be saved and applied to new documents generated in the system.

Finance Settings

Units

Overview of "Add Unit Type" Fields

 

The modal contains one mandatory field to define the new unit type.

1. Unit Type*

 

Actions within the Modal

 

Finance Settings

Quickbooks Settings

Overview of Quickbooks Settings Tab

 

This tab provides the option to enable or disable the Quickbooks integration.

Important Note: At the top of the page, there is a crucial message: "It is only One-Way Sync. If you create an invoice or payment here then an invoice or payment will be created on Quickbooks too." This means that data flows from this application to Quickbooks, but not the other way around.

1. Status

 

Saving Your Changes

 

  1. After making any changes to the status or configuring the Quickbooks credentials (if applicable), click the green "Save" button at the bottom of the section.

  2. Your changes will be saved, and the Quickbooks integration status will be updated accordingly.

Finance Settings

Invoice Payment Details

Overview of "Add Payment Detail" Fields

 

The modal contains two fields for defining the payment detail. Fields marked with a red asterisk (*) are mandatory.

1. Title*

2. Payment Details

 

Actions within the Modal

 

Contract Settings

Overview of Contract Settings Page

 

This page allows you to customize the prefix, separator, and number of digits for the sequential numbering of your contracts.

1. Contract Prefix*

2. Contract Number Separator

3. Contract Number Digits

4. Contract Number Example

 

Saving Your Changes

 

  1. After making any modifications to the contract numbering settings, click the green "Save" button.

  2. Your changes will be saved and applied to new contracts generated in the system.

Tax Settings

Overview of "Add Tax" Fields

 

The modal contains two mandatory fields for defining the new tax. Fields marked with a red asterisk (*) are mandatory.

1. Tax Name*

2. Rate*

 

Actions within the Modal

 

Ticket Agents

Ticket Agents

Ticket Agents

Overview of "Add New Ticket Agent" Fields

 

The modal contains two mandatory fields for assigning a user as a ticket agent and optionally assigning them to a group. Fields marked with a red asterisk (*) are mandatory.

1. Choose Agents*

2. Assign Group

 

Actions within the Modal

 

Ticket Agents

Ticket Groups

Overview of "Manage Groups" Fields

 

The modal allows you to view existing groups and add new ones.

Existing Groups Section:

Add New Group Section:

1. Group Name*

 

Actions within the Modal

 

Ticket Agents

Ticket Types

Overview of "Add New Ticket Type" Fields

 

The modal contains one mandatory field for defining the new ticket type. Fields marked with a red asterisk (*) are mandatory.

1. Ticket Type*

 

Actions within the Modal

 

Ticket Agents

Ticket Channel

Overview of "Add Ticket Channel" Fields

 

The modal contains one mandatory field for defining the new ticket channel. Fields marked with a red asterisk (*) are mandatory.

1. Ticket Channel*

 

Actions within the Modal

 

Ticket Agents

Reply Templates

Overview of Reply Templates Tab

 

This tab displays a list of all your saved reply templates and provides options to manage them.

1. Add New Template Button

2. Reply Templates List

This section lists all the templates you have created.

Overview of "Add Template" Fields

 

The modal contains two mandatory fields for defining the new template. Fields marked with a red asterisk (*) are mandatory.

1. Template Heading*

2. Template Text*

 

Actions within the Modal

 

Ticket Agents

Round Robin

Overview of Round Robin Tab

 

This tab allows you to enable or disable the Round Robin ticket assignment method and provides information on how it works.

1. Round Robin Toggle

2. Information Section

This section provides details about the Round-Robin Method:

Ticket Agents

Ticket Visibility Setting

Overview of Ticket Visibility Setting Tab

 

This tab allows you to define the scope of ticket visibility for agents. You can choose from three different levels of access.

Settings for Ticket Agents

This section defines the "Scope for Ticket Visibility" by selecting one of the following options:

1. All Tickets

2. Tickets in a group

3. Assigned Tickets

 

Saving Your Changes

 

  1. After selecting your preferred ticket visibility setting, click the green "Save" button at the bottom of the section.

  2. Your changes will be saved and applied, affecting how agents can view tickets in the system.

Project Settings

Project Settings

Project Settings

Overview of Project Settings Tab

 

This tab currently offers a single setting related to project reminders.

1. Send Reminder

 

Saving Your Changes

 

  1. After making any changes to the reminder setting, click the green "Save" button.

  2. Your changes will be saved.

Project Settings

Project Status Setting

Overview of Project Status Settings Tab

 

This tab displays a list of existing project statuses and provides options to add, edit, or delete them.

1. Add Status Button

2. Project Status List

This section lists all the project statuses configured in your system.

 

Create Project Status Modal User Manual

 

This section explains how to use the "Create Project Status" modal window, which appears when you click "+ Add Status" or "Edit" an existing status.

 

Overview of "Create Project Status" Fields

 

The modal contains fields for defining the name, color, and active status of a project status. Fields marked with a red asterisk (*) are mandatory.

1. Name*

2. Label Color*

3. Status

 

Actions within the Modal

 

Project Settings

Project Category

Overview of Project Category Tab

 

This tab displays a list of existing project categories and provides options to add new ones.

1. Add Category Button

2. Project Category List

This section lists all the project categories configured in your system.

 

Add Project Category Modal User Manual

 

This section explains how to use the "Add Project Category" modal window, which appears when you click "+ Add Category".

 

Overview of "Add Project Category" Fields

 

The modal contains one mandatory field for defining the new project category. Fields marked with a red asterisk (*) are mandatory.

1. Category Name*

 

Actions within the Modal

 

Attendance Settings

Attendance Settings

Attendance Settings

Overview of Attendance Settings Tab

 

This tab contains various checkboxes and fields to customize how attendance is managed.

General Attendance Options (Checkboxes):

These checkboxes control specific functionalities related to employee attendance.

1. Allow employee to request shift change

2. Save Clock-In Location

3. Allowed Employee self Clock-In/Clock-Out

4. Auto clock-in employee by first sign in

5. Clock-in check with added location Radius

6. Allow clock-in outside shift hours

7. Clock-in check with added IP address

8. Send monthly attendance report email

Week Start and Reminders:

1. Week Starts From*

2. Attendance Reminder Status

 

Saving Your Changes

 

  1. After making any modifications to the attendance settings, click the green "Save" button.

  2. Your changes will be saved and applied to your attendance tracking system.

Attendance Settings

Employee Shifts

Overview of Employee Shifts Tab

 

This tab displays a list of all configured employee shifts and provides options to add new ones, as well as edit or delete existing shifts.

1. Add New Shift Button

2. Shift List

This section lists all the employee shifts currently defined in your system.

 

Add New Shift Modal User Manual

 

This section explains how to use the "Add New Shift" modal window, which appears when you click "+ Add New Shift" or "Edit" an existing shift. This modal allows you to define detailed parameters for a new shift.

 

Overview of "Add New Shift" Fields

 

The modal offers options for both strict and flexible timings, along with comprehensive details for the shift. Fields marked with a red asterisk (*) are mandatory.

Shift Timing Type:

1. Strict Timings / Flexible Timings

Shift General Information:

1. Shift Name*

2. Shift Short Code*

3. Color Code*

Shift Timing Details:

1. Shift Start Time*

2. Shift End Time*

3. Auto Clock Out Time (in hours)*

4. Half-day Mark Time*

5. Early Clock In (in minutes)*

6. Late mark after (minutes)*

7. Maximum check-in allowed in a day*

Office Open Days:

1. Office opens on*

 

Actions within the Modal

 

Attendance Settings

Shift Rotation

Overview of Shift Rotation Tab

 

This tab serves as the central hub for managing shift rotations. It provides options to add new rotation setups, automate existing ones, and manually run rotations.

Top Action Buttons:

1. Add New Shift Rotation Button

2. Automate Shifts Button

3. Run Rotation Button

Shift Rotation List:

This section will display all the shift rotation rules you have configured.

 

Add Rotation Modal User Manual

 

This section explains how to define a new shift rotation rule. This modal appears when you click "+ Add New Shift Rotation".

 

Overview of "Add Rotation" Fields

 

1. Rotation Name*

2. Set Rotation Frequency*

3. Color Code*

4. Select Shift*

5. Replace existing shift of employees

6. Send rotation notification

7. Shift Rotation sequences

 

Actions within the "Add Rotation" Modal

 

 

Automate Shifts Modal User Manual

 

This section explains how to set up an automated execution for a shift rotation. This modal appears when you click "+ Automate Shifts".

 

Overview of "Automate Shifts" Fields

 

1. Department

2. Employees*

3. Rotation Name*

 

Actions within the "Automate Shifts" Modal

 

 

Run Shift Rotation Modal User Manual

 

This section explains how to manually trigger and apply existing shift rotation rules. This modal appears when you click "Run Rotation".

 

Overview of "Run Shift Rotation" Fields

 

Information Message: "You can select and run the shift rotations."

Rotation List: This section displays a list of available shift rotations that can be manually run.

1. Run Rotation Button

 

Actions within the "Run Shift Rotation" Modal

 

Attendance Settings

QR Code

Overview of QR Code Tab

 

This tab provides options to activate the QR code for attendance, view the associated URL, and download or print the QR code image.

1. QR Code Toggle

2. QR Code URL

3. QR Code Image

 

Actions for the QR Code

 

1. Download Button

2. Print Button

Leaves Settings

Leaves Settings

Leaves Type Settings

Overview of Leave Types Settings Tab

 

This tab displays a list of all configured leave types and provides options to add new ones, as well as edit or delete existing leave types.

1. Add New Leave Type Button

2. Leave Types List

This section lists all the leave types currently defined in your system.

 

Add New Leave Type Modal User Manual

 

This section explains how to define a new leave type. This modal appears when you click "+ Add New Leave Type" or "Edit" an existing leave type. It is divided into three sub-tabs: General, Entitlement, and Applicability.

 

General Tab

 

This tab covers the basic details of the leave type.

1. Leave Type*

2. Leave Allotment Type

3. No of Monthly Leaves*

4. Leave Paid Status

5. Color Code*

 

Entitlement Tab

 

This tab defines the rules for when employees are eligible for this leave type.

1. Effective After*

2. Unused Leaves

3. Over Utilization

4. Allowed in probation?

5. Allowed in notice period?

 

Applicability Tab

 

This tab determines which groups of employees are eligible for this leave type based on various criteria.

1. Gender

2. Marital Status

3. Department

4. Designation

5. User Role

 

Actions within the "Add New Leave Type" Modal

 

Leaves Settings

Leaves General Settings

Overview of Leaves General Settings Tab

 

This tab contains options for leave counting methods and the leave approval workflow.

1. Leave Counting Method

2. Reporting Manager can... the Leave

 

Saving Your Changes

 

  1. After making any modifications to the general leave settings, the changes are usually saved automatically or by clicking a "Save" button (not explicitly visible but often implied in such sections). A green "Updated successfully!" notification typically confirms the save.

Leaves Settings

Archived Leaves Type Tab

Overview of Archived Leaves Type Tab

 

This tab displays a list of all leave types that have been archived.

Archived Leave Types List:

This section lists any leave types that have been moved to the archive.

Custom Fields

Overview of Custom Fields Page

 

This page displays the modules for which custom fields have been defined and provides an option to add new custom fields.

1. Add Field Button

2. Custom Fields List (by Module)

This section lists the modules that currently have custom fields configured.

 

Add Field Modal User Manual

 

This section explains how to use the "Add Field" modal window, which appears when you click "+ Add Field". This modal allows you to define the properties of a new custom field.

 

Overview of "Add Field" Fields

 

Fields marked with a red asterisk (*) are mandatory.

1. Module*

2. Field Label*

3. Is required

4. Field Type

5. Show in table view

6. Allow export in table view

 

Actions within the Modal

 

Roles & Permissions

Overview of Roles & Permissions Page

 

This page displays a list of predefined and custom user roles, along with options to manage them and their permissions.

1. Manage Role Button

2. Roles & Permissions List

This section lists all the user roles available in your system.

 

Manage Role Modal User Manual

 

This section explains how to add new custom roles or manage basic aspects of existing roles. This modal appears when you click the "Manage Role" button.

 

Overview of "Manage Role" Fields

 

Existing User Roles Section:

Add New Role Section:

1. Role Name*

2. Import from Role

 

Actions within the "Manage Role" Modal

 

 

Role Permissions Configuration User Manual (for Employee/Client Roles)

 

This section explains how to configure the detailed permissions for specific roles (like Employee or Client), which become visible after clicking the "Permissions" button next to a role.

 

Overview of Permission Settings

 

Permissions are managed module by module, with granular control over "Add", "View", "Update", and "Delete" actions. There's also a "More" option for additional module-specific permissions.

Permission Columns:

Common Permission Options (within dropdowns for Add/View/Update/Delete):

Examples of Permissions (from screenshots):

 

Saving Permissions

 

Message Settings

Overview of Message Settings Page

 

This page provides options to control chat permissions and sound notifications for messages.

Chat Permissions (Checkboxes):

These checkboxes control who can chat with whom in the system.

1. Allow chat between client and employee?

2. Allow chat between client and admin?

Sound Notification Alert:

1. Send Sound Notification Alert?

 

Saving Your Changes

 

  1. After making any modifications to the message settings, click the green "Save" button.

  2. Your changes will be saved and applied.

Lead Setting

Lead Setting

Lead Source

Overview of Lead Source Tab

 

This tab displays a list of all configured lead sources and provides options to add new ones, as well as edit or delete existing lead sources.

1. Add New Lead Source Button

2. Lead Source List

This section lists all the lead sources currently defined in your system.

 

Add Lead Source Modal User Manual

 

This section explains how to use the "Add Lead Source" modal window, which appears when you click "+ Add New Lead Source" or "Edit" an existing lead source.

 

Overview of "Add Lead Source" Fields

 

The modal contains one mandatory field for defining the new lead source. Fields marked with a red asterisk (*) are mandatory.

1. Lead Source*

 

Actions within the Modal

 

Lead Setting

Pipeline

Overview of Pipeline Tab

 

This tab allows you to view existing pipelines, add new ones, and define or manage the "Deal Stages" within each pipeline.

Top Action Buttons:

1. Add New Pipeline Button

2. Add New Deal Stage Button

Pipeline List:

This section displays a list of your sales pipelines.

Deal Stages List (Expanded View):

When you click the "Deal Stages" button for a pipeline, the following list appears:

 

Add New Pipeline Modal User Manual

 

This section explains how to define a new sales pipeline. This modal appears when you click "+ Add New Pipeline".

 

Overview of "Add New Pipeline" Fields

 

Fields marked with a red asterisk (*) are mandatory.

1. Name*

2. Label Color*

 

Actions within the "Add New Pipeline" Modal

 

 

Add New Deal Stage Modal User Manual

 

This section explains how to define a new stage within a sales pipeline. This modal appears when you click "+ Add New Deal Stage" or "Edit" an existing deal stage.

 

Overview of "Add New Deal Stage" Fields

 

Fields marked with a red asterisk (*) are mandatory.

1. Pipeline*

2. Deal Stage*

3. Label Color*

 

Actions within the "Add New Deal Stage" Modal

 

Lead Setting

Deal Agent

Overview of Deal Agent Tab

This tab displays a list of users designated as deal agents and provides options to add new ones, along with their assigned categories and status.

1. Add New Deal Agent Button

2. Deal Agent List

This section lists all the users currently configured as deal agents in your system.

Add New Deal Agent Modal User Manual

This section explains how to use the "Add New Deal Agent" modal window, which appears when you click "+ Add New Deal Agent".

Overview of "Add New Deal Agent" Fields

The modal contains two mandatory fields for assigning a user as a deal agent and associating them with deal categories. Fields marked with a red asterisk (*) are mandatory.

1. Choose Agents*

2. Deal Category*

Actions within the Modal

Lead Setting

Deal Category

Overview of Deal Category Tab

 

This tab displays a list of all configured deal categories and provides options to add new ones, as well as edit or delete existing categories.

1. Add New Deal Category Button

2. Deal Category List

This section lists all the deal categories currently defined in your system.

 

Add New Deal Category Modal User Manual

 

This section explains how to use the "Add New Deal Category" modal window, which appears when you click "+ Add New Deal Category".

 

Overview of "Add New Deal Category" Fields

 

The modal contains one mandatory field for defining the new deal category. Fields marked with a red asterisk (*) are mandatory.

1. Category Name*

 

Actions within the Modal

 

Lead Setting

Round Robin

Overview of Round Robin Tab

 

This tab allows you to enable or disable the Round Robin lead assignment method and provides informative details on its functionality.

1. Round Robin Toggle

2. Information Section

This section provides a clear explanation of the Round-Robin Method:

Important Note: While a "Save" button is not explicitly visible in this specific screenshot (it's likely off-screen or the changes save automatically upon toggling), ensure your changes are saved for them to take effect.

Time Log Settings

Overview of Time Log Settings Page

 

This page provides various toggle switches to control the behavior of time tracking, including automatic actions, reminders, and approval workflows.

Time Log Configuration Options (Toggle Switches):

Each option has a toggle switch to enable or disable the feature.

1. Stop timer automatically after shift end time

2. Time log will require approval

3. Send time tracker reminders

4. Send Daily Timelog Report

 

Saving Your Changes

 

  1. After making any modifications to the time log settings, click the green "Save" button.

  2. Your changes will be saved and applied.

Task Settings

Overview of Task Settings Page

 

This page provides detailed options for customizing task reminders and controlling the visibility of task information for clients.

Send Reminder Section:

This section allows you to configure when task reminders are sent.

1. Send task reminder before X days of due date

2. Send task reminder on the day of due date

3. Send task reminder after X days of due date

4. Status

5. Taskboard Default Length

Sections visible to client Section:

This section allows you to control which specific task details clients can see when viewing tasks. Each item has a checkbox.

 

Saving Your Changes

 

  1. After making any modifications to the task settings, click the green "Save" button at the bottom of the page.

  2. Your changes will be saved and applied.

Security Settings

Overview of Security Settings Page

 

This page focuses on enabling Two-Factor Authentication (2FA) for your account.

Two-Factor Authentication Section:

Methods for Two-Factor Authentication:

You are provided with two options to set up 2FA:

1. Setup Using Email

2. Setup Using Google Authenticator

 

Saving Your Changes

 

Theme Settings

This manual explains how to customize the visual appearance and branding of your application. This includes setting the app name, branding style, logos for different themes, and the favicon.

Accessing Theme Settings

  1. From the left sidebar, click on "Theme Settings".

Overview of Theme Settings Page

This page allows you to personalize various visual elements of your application's interface.

1. App Name*

2. Select Branding Style

5. Favicon Image

Saving Your Changes

1. Save Button

2. Use Default Theme Button

Module Settings

Module Settings - Admin Tab User Manual

 

This manual explains how to configure the visibility and activation of various modules within the application for users. This allows you to enable or disable access to specific features for administrators.

 

Accessing Module Settings

 

  1. From the left sidebar, click on "Module Settings".

  2. On the "Module Settings" page, ensure the "Admin" tab is selected (it's the default when you first access module settings).

 

Overview of Module Settings Tab

 

This tab presents a series of toggle switches, each corresponding to a different module or feature within the application. The settings on this tab apply specifically to users who have the "specific" role.

Module Visibility Toggles:

Each module listed has a toggle switch:

 

Saving Your Changes

 

Google Calendar Settings

Google Calendar Settings User Manual

 

This manual explains how to configure the integration with Google Calendar and choose which types of events from the application should be synchronized.

 

Accessing Google Calendar Settings

 

  1. From the left sidebar, click on "Google Calendar Settings".

 

Overview of Google Calendar Settings Page

 

This page provides options to enable the Google Calendar integration and select which types of notifications or events are pushed to your Google Calendar.

1. Status

2. Notification Settings

This section lists various types of events or data from the application that can be synchronized with Google Calendar.

 

Saving Your Changes

 

  1. After making any modifications to the status or selecting the notification settings, click the green "Save" button at the bottom of the page.

  2. Your changes will be saved and applied to the Google Calendar integration.

Custom Link Settings

 

This manual explains how to manage and create custom links within your application. These custom links can provide quick access to external websites or specific internal pages for designated user roles.

 

Accessing Custom Link Settings

 

  1. From the left sidebar, click on "Custom Link Settings".

 

Overview of Custom Link Settings Page

 

This page displays a list of all configured custom links and provides options to add new ones, as well as edit or delete existing links.

1. Add New Custom Link Button

This section lists all the custom links currently defined in your system.

 

Add New Custom Link Modal User Manual

 

This section explains how to use the "Add New Custom Link" modal window, which appears when you click "+ Add New Custom Link" or "Edit" an existing custom link.

 

Overview of "Add New Custom Link" Fields

 

Fields marked with a red asterisk (*) are mandatory.

2. URL*

3. Can Be Viewed By*

4. Status

 

Actions within the Modal

 

Billing

Billing

Plan Details


 

Billing - Plan Details Tab User Manual

 

This manual explains how to view your current subscription plan details within the application's billing section.

 

Accessing Billing Settings

 

  1. From the left sidebar, click on "Billing".

  2. On the "Billing" page, ensure the "Plan Details" tab is selected (it's the default).

 

Overview of Plan Details Tab

 

This tab provides a summary of your current subscription, including the plan type, license expiration, and resource usage.

1. Plan Details Section

This section presents key information about your current plan:

  • Current Plan: Displays the name of your active subscription plan.

    • Current Setting (Example): Trial

  • License Expired On: Shows the date when your current license or trial period will end.

    • Current Setting (Example): 10-08-2025 (1 month from now) - Note: This date is dynamic and will reflect your actual expiry.

  • Employees: Indicates your current employee usage versus the limit allowed by your plan.

    • Current Setting (Example): 1 / 20 (meaning 1 employee used out of a limit of 20).

  • Storage: Shows your current storage usage versus the total storage allowed by your plan.

    • Current Setting (Example): 2.14 MB / 0 MB (This example indicates you have used 2.14 MB but have 0 MB allotted, suggesting it might be a trial or misconfiguration, or an unlimited plan is represented as 0 MB).

2. Upgrade Plan Button

  • Purpose: To navigate to a page where you can choose a different (usually higher-tier) subscription plan.

  • How to Use: Click the green "Upgrade Plan" button. This will redirect you to the plan selection or upgrade page of the application.

Billing

Purchase History

Billing - Purchase History Tab User Manual

 

This manual explains how to view your past subscription purchases and related transaction details within the application's billing section.

 

Accessing Purchase History

 

  1. From the left sidebar, click on "Billing".

  2. On the "Billing" page, click on the "Purchase History" tab.

 

Overview of Purchase History Tab

 

This tab displays a table listing all your previous subscription packages, payment dates, and transaction information.

Purchase History Table:

This table provides a record of your past transactions:

Table Navigation:

Billing

Offline Request

Billing - Offline Request Tab User Manual

 

This manual explains how to view and manage offline payment requests within the application's billing section. This tab would typically list requests made for payments outside of the standard online gateways.

 

Accessing Offline Request History

 

  1. From the left sidebar, click on "Billing".

  2. On the "Billing" page, click on the "Offline Request" tab.

 

Overview of Offline Request Tab

 

This tab displays a table listing all offline payment requests that have been made or recorded in the system.

Offline Request Table:

This table provides a record of your offline payment requests:

Table Navigation: