Platform overview
TL;DR: The app is a modular business platform. You work inside a workspace. Your role (admin, member, etc.) decides what you can see and do.
What is this platform?
A modular business management platform: one app with many modules (features) such as Contracts, Sales, Documents, Support, HR, and more. Your administrator enables or disables modules per workspace, so your menu and capabilities depend on your plan and setup.
Workspaces
- You belong to one or more workspaces (companies, teams, or projects).
- After login you may need to select a workspace or you are taken to a default one.
- Each workspace can have its own enabled modules, members and roles, and data (contracts, deals, tickets, etc.).
- Switching workspace changes the menu and data you see.
Roles and permissions
| Role | Access |
|---|---|
| Super Admin | Full system access; can manage workspaces and global settings. |
| Admin / Owner | Full access inside a workspace; often can manage modules, billing, and members. |
| Member / User | Access to enabled features according to permissions (e.g. create contracts, view sales, open tickets). |
| Guest / Client | Limited access (e.g. portal, specific modules only). |
What you see in the sidebar and top menu depends on your role and which modules are enabled for your workspace.
What’s next?
- Navigation and menu – How to move around the app
- Account and profile – Your profile and settings
- Modules and features – What modules are and how they appear
Core capabilities (by module)
The platform is organized into modules. Your workspace may have some or all of these:
| Area | Examples |
|---|---|
| Core business | Contract, Sales (CRM), Documents, Support Ticket |
| Financial | Double entry, invoicing, recurring bills, payments (Stripe, PayPal, etc.) |
| People | HR, Timesheet, Time tracker, Reminder, Rotas |
| Product & operations | Product/Service, Inventory, POS, Warehouse |
| Projects & delivery | Taskly, Consultancy, LMS, Internalknowledge |
| Integrations | Google (Drive, Meet, Sheet), Slack, Zoom, Zapier, Webhooks |
See Modules and features for how modules appear in the menu and how to request one.