An interactive guide that explains the main pages, when to use each one, and what outcome to expect after every operation.
Guide map
The System app manages company access, workspaces, branches, subscription, logo, and navigation between apps.
What is it for?
Shows subscription state, enabled apps, package limits, users, and workspaces.
When to use it
After login or when checking if Accounting, POS, or HR is available.
Expected result
A clear view of what is active and what still needs setup.
What is it for?
Creates independent operating environments under the same company, each with its own logo, currency, tax, accounts, and settings.
When to use it
When the company has more than one entity or activity that needs separated data.
Expected result
A workspace ready for its own accounting and operations.
What is it for?
Moves the user between workspaces and keeps URLs and displayed data aligned with the active workspace.
When to use it
When working on another entity or activity under the same login.
Expected result
System, Accounting, and POS show the selected workspace data.
What is it for?
Identifies where an operation was made inside a workspace.
When to use it
When you need branch reports without fully separating accounts.
Expected result
Branch filtering and operation source tracking.
What is it for?
Updates workspace name, address, phone, VAT number, logo, country, and currency.
When to use it
Before official invoice printing and reporting.
Expected result
Documents and reports carry correct workspace data.
Manage users, roles, permissions, app access, and workspace assignment.
What is it for?
Shows company users, status, apps, and assigned workspaces.
When to use it
When reviewing who can access the system.
Expected result
Quick access to user details and permissions.
What is it for?
Creates a user with username, password, role, and allowed workspaces.
When to use it
When adding an accountant, cashier, branch manager, or employee.
Expected result
A user who can sign in only to allowed apps and workspaces.
What is it for?
Shows permissions inherited from the user's role.
When to use it
When explaining why a user can open a page or perform an action.
Expected result
A clear role-based permission view.
What is it for?
Adds or denies specific permissions while respecting app and workspace access.
When to use it
When a user needs a small exception without becoming a full admin.
Expected result
Fine control without breaking the role model.
What is it for?
Defines which workspaces the user belongs to and what role they have in each one.
When to use it
When the same user is cashier in one workspace and accountant in another.
Expected result
Different permissions per workspace.
User activity, support, complaints, subscription limits, profile security, and app navigation.
What is it for?
Shows important actions such as creating invoices, updating items, uploading logos, changing exchange rates, or editing users.
When to use it
When auditing a change or investigating unexpected behavior.
Expected result
A useful record of who did what, when, and from which device or IP.
What is it for?
Lets users send support requests or complaints from the help button and lets managers respond.
When to use it
When there is an issue, question, or operational request.
Expected result
A saved support conversation instead of scattered messages.
What is it for?
Shows enabled apps and limits such as users, workspaces, files, accounts, and storages.
When to use it
When creation is blocked by a package limit.
Expected result
A clear reason before requesting an upgrade.
What is it for?
Shows account data, security options, password changes, and logout.
When to use it
When updating login details or switching accounts.
Expected result
A secure and clear user session.
What is it for?
Moves the user from System to Accounting, POS, or HR while preserving the selected workspace.
When to use it
After choosing the correct workspace.
Expected result
Navigation does not fall back to the default workspace.