Module Features and Access Control Overview

Feature Description

• Projects

  Manage and track projects, timelines, team assignments, and milestones. Essential for collaboration and delivery.

• Tickets

  Handle support requests or internal issues through a structured ticketing system. Useful for service desks and client support.

• Invoices

  Create, send, and manage invoices for clients. Tracks payment status and due dates.

• Estimates

  Generate and share cost estimates or quotes with clients before invoicing. Helps set project expectations.

• Events

  Schedule meetings, deadlines, or company-wide events. Can sync with calendars and send reminders.

• Messages

  Internal communication system for sending direct or group messages within the platform.

• Tasks

  Assign and track tasks tied to projects or departments. Includes due dates, status, and priorities.

• Time Logs

  Log hours spent on tasks/projects for time tracking, payroll, or billing purposes.

• Contracts

  Store, manage, and track client or vendor contracts including signing status and expiration dates.

• Notices

  Broadcast announcements or important updates to teams or departments. Replaces email blasts for internal use.

• Payments

  Record and track payments made by clients, including linking to invoices or orders.

• Orders

  Manage product or service orders, track fulfillment, and maintain order history.

• Knowledge Base

  Centralized library of help articles, SOPs, FAQs, and documentation for internal or client use.

• Clients

  Access to client profiles, contact details, history, and associated projects or invoices.

• Employees

  Manage employee records, profiles, roles, departments, and onboarding information.

• Attendance

  Track clock-ins, clock-outs, and working hours of employees. May include leave or break logging.

• Expenses

  Submit and track business expenses, approvals, and reimbursements. Useful for budgeting.

• Leaves

  Submit, approve, and manage employee leave requests (vacation, sick days, etc.).

• Leads

  Manage potential clients or sales opportunities, track stages, and assign to agents.

• Holidays

  Maintain a calendar of company holidays for scheduling and HR purposes.

• Products

  Manage product listings, SKUs, inventory, pricing, and categorization.

• Reports

  Generate analytics and reports across modules (finance, HR, sales, etc.) for insights and decision-making.

• Bank Account

  Manage company bank details and view transactions linked to payroll, invoices, or expenses.

• Payroll

  Calculate salaries, generate payslips, and manage salary payments and records.

• Purchase

  Track company purchases, vendor orders, and related documentation. Useful for procurement.

• Assets

  Manage inventory of company-owned assets like laptops, phones, and furniture.

• Recruit

  Handle recruitment processes including job postings, applicant tracking, and hiring workflows.

Access Control

Grant access to specific modules for different user roles: Admin, Employee, and Client.

Example

Feature	Admin Access	Employee Access	Client Access	Enable/Disable
Projects	✓	✓	✓	[Enable/Disable toggle]
Tickets	✓	✓	✓	[Enable/Disable toggle]
Invoices	✓	✓		[Enable/Disable toggle]
Estimates	✓	✓		[Enable/Disable toggle]
Events	✓	✓	✓	[Enable/Disable toggle]
Messages	✓	✓	✓	[Enable/Disable toggle]
Tasks	✓	✓		[Enable/Disable toggle]
Time Logs	✓	✓		[Enable/Disable toggle]
Contracts	✓		✓	[Enable/Disable toggle]
Notices	✓	✓	✓	[Enable/Disable toggle]
Payments	✓			[Enable/Disable toggle]
Orders	✓			[Enable/Disable toggle]
Knowledge Base	✓	✓	✓	[Enable/Disable toggle]
Clients	✓			[Enable/Disable toggle]
Employees	✓			[Enable/Disable toggle]
Attendance	✓	✓		[Enable/Disable toggle]
Expenses	✓	✓		[Enable/Disable toggle]
Leaves	✓	✓		[Enable/Disable toggle]
Leads	✓	✓		[Enable/Disable toggle]
Holidays	✓	✓		[Enable/Disable toggle]
Products	✓	✓		[Enable/Disable toggle]
Reports	✓	✓		[Enable/Disable toggle]
Bank Account	✓			[Enable/Disable toggle]
Payroll	✓			[Enable/Disable toggle]
Purchase	✓			[Enable/Disable toggle]
Assets	✓			[Enable/Disable toggle]

• .