Getting Started

The full user manual for creating staff accounts, assigning roles, configuring permissions, and managing secure access in the CRM.

A beginner-friendly walkthrough of the tenant onboarding wizard and company profile — every field, why it matters, and how it is used across the CRM, website, billing and invoices.

A clear, side-by-side explanation of what the Platform Owner controls versus what Tenant Super Admins control — responsibilities, permissions, data isolation, security and everyday tasks.