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Dashboard Settings

Permission settings

Getting Started

Branding and Whitelabel Portal Setup

Manage Team Members

Create New Users Roles and Permissions

Managing Clients

Client Accounts

Managing Projects

Client Projects

Chats and Communication

Managing Chat Channels

Payments and Invoicing

Payment collection

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Dashboard Settings

Permission settings

User and role based permissions serve a critical role in business workflows. Learn how to effectively manage permissions.

Getting Started

Branding and Whitelabel

Learn how to effectively use Whitelabel feature

Portal Setup

Learn to quickly setup your portal

Manage Team Members

Create New Users

Learn how to create new team members

Roles and Permissions

Learn how to effectively manage roles and permissions.

Managing Clients

Client Accounts

Learn more about client accounts and how to manage them.

Managing Projects

Client Projects

Learn how to create and manage client projects

Chats and Communication

Managing Chat Channels

Learn how to manage chat channels.

Payments and Invoicing

Payment collection

Learn how to collect payments.

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