Search Results

From this page, you can define the hierarchy of user roles within your organization. This is primarily used in CRM to control data visibility — determining which roles can see data belonging to roles below them in the hierarchy. To navigate here, go to Config...

From this page, you can define and manage access rights for user roles or individual employees across all pages and modules in the system. To navigate here, go to Configuration->Access Management->User Rights. Filters: Company: Select the company for whi...

From this page, you can define and manage access rights for user roles or individual employees across dashboard widgets and analytics pages. To navigate here, go to Configuration->Access Management->Dashboard User Rights. Filters: User Role: Select the u...

The Approvals Hierarchy page is used to manage and configure the approval processes for various types of employee applications in HRMS. This page allows you to define the hierarchical flow through which requests are approved, ensuring a structured and controll...

From this page, you can create individual tax entries that can be used across invoicing and billing. To navigate here, go to Configuration->General Configurations->Taxes->Tax Master. Tax Name: Enter a name to identify this tax — for example, GST, CGST, SGST...

From this page, you can create and manage icons that are used across the system — for example, in manuals, training configurations, and other areas where icons are selectable. To navigate here, go to Configuration->General Configurations->Icons. Icon Name: ...

From this page, you can assign policies in bulk to multiple employees at once, streamlining policy management across your organization. Bulk assignment is supported for all policy types visible in the top navigation bar: Attendance Policy Leave Rule Policy...

From this page, you can create categories to organize and classify projects based on the domain. To navigate here, go to Project->Project Setup->Project Categories. The Project Category will define the setup flow and workflow for the Project. Project Catego...

From this page, you can create and manage the task statuses used across your projects. These statuses help teams track the progress of tasks through various stages of the workflow — for example, In progress, On UAT, Development Done, or Client Review. The Tas...

From this page, you can configure and visualize the workflow of task statuses for each project category. The task flow defines how tasks move from one stage to another throughout the project lifecycle, and allows you to customize the behavior of each stage. T...

From this page, you can create and manage the platforms used across your projects. Platforms represent the different environments or channels a task or project may be associated with.  The Platforms defined here will be available for selection when creating t...

The Series page is a crucial and mandatory step in the project management, used for creating and managing series for Tasks. To open this, navigate to Configuration->General Configuration->Series. Create Series: Select the Company. Choose Project Ma...

From this page, you can create and manage customers associated with your projects. Project customers represent the clients or companies for whom project work is being delivered. The customers added here can be linked to projects to identify who the paroject i...

From this page, you can create and manage test scenarios (test cases) used for quality assurance across your projects. Test scenarios define the conditions to be verified, the validation criteria, and the expected outcome for each test. The test scenarios cre...

From this page, you can create and manage the statuses, priorities, and severities used across your projects and modules.  The statuses, priorities, and severities defined here will be available across all projects and modules for tracking and categorization....

From this page, you can create and manage reasons that employees must select when manually adding or editing a timelog entry.  The reasons configured here will be available for employees to select when submitting a manual timelog request. To navigate here, g...

From this page, you can create and manage reasons that employees must select when a task timer deviates from the expected or estimated time. The reasons configured here will be available for employees to select when a task timer deviates from the estimated ti...

From this page, you can create and manage reasons used when a reported issue is marked as "Not a Bug." These reasons help QA and development teams document why a particular issue does not qualify as a bug, and can be configured separately for QA and developer ...

From this page, you can create and manage project mode templates that define role-based permissions and restrictions for tasks within a project. These templates control what different roles can create, edit, delete, assign, and modify — giving you fine-grained...

From this page, you can configure default users to be automatically added to a project based on the platform. This ensures that the relevant team members are pre-assigned to a project whenever it is created under a specific platform, saving time on manual user...