1 · Getting started
Logging in
- Open the login page.
- Enter the email and password issued to you — or click a role chip to auto-fill a demo account.
- Press Sign in. You arrive at the Dashboard, already scoped to your company and role.
Change your password (do this on first login)
You are given an initial password. Change it to your own as soon as you sign in:
- Click your name / avatar at the top-right, then My Account.
- Click Change Password.
- Enter your current password and a new one (at least 8 characters), then confirm.
3 · Universal actions (every module)
These steps work the same way in every data module, so once you learn them you can operate any part of the system.
➕ Create a record
✏️ Edit / 🗑️ Delete a record
- Find the row in the table (use Search to narrow it down).
- Choose Edit to change the values, then Save.
- Choose Delete to remove it — you will be asked to confirm first.
4 · The Documents vault (object storage)
The Documents module is a secure file store for contracts, certificates, drawings and reports. Files are kept in protected object storage — never on the public web — and are only reachable through your signed-in session.
Upload a document
- Download — click the ⬇ button on any row to retrieve the original file.
- Delete — click ✕ (you'll confirm) to remove it from storage.
- Scoping — company users see and manage their own company's files; the administrator sees all.
5 · Compliance reports (UAE)
The VAT/Tax and finance modules generate the UAE statutory reports leadership and auditors need.
| Report | Purpose | Run from |
|---|---|---|
| VAT Return | FTA-ready output VAT vs input VAT for the period. | VAT / Tax module |
| Corporate Tax (CT) | Taxable profit & 9% CT estimate at group level. | VAT / Tax module |
| ESR | Economic Substance indicators for relevant activities. | VAT / Tax · Compliance |
| WPS | Wages Protection System payroll file for salary transfers. | HR & Payroll |
6 · Role workflows — a typical day for each user
7 · Process flow for every module
Each module below shows who uses it and its core process flow — the path from input to finished result.
8 · Tips & FAQ
Quick tips
- Use the Search box before scrolling — it filters the table instantly.
- KPI cards at the top of each module update automatically as you add records.
- Keep documents organised by setting a clear category when you upload.
- Sign out on shared computers — click your name (top-right) → confirm.
Frequently asked
| Question | Answer |
|---|---|
| I can't see a module another colleague has. | Modules are shown by role. If you need access, ask the Group Administrator. |
| Will my data be saved? | Yes — everything is stored in a live PostgreSQL database and backed up daily. |
| Why can't I edit another company's record? | Company scoping protects each company's data; you can only edit within your own scope. |
| I was signed out automatically. | Sessions expire after inactivity for security. Just sign in again. |
| How big a file can I upload? | Up to 25 MB per document in the Documents vault. |