Overview
This guide covers Version 1 workflows for internal staff. Your visible navigation depends on which modules your workspace administrator has enabled.
My Day and My Work
- My Day — your operational home with shortcuts and workspace context.
- My Work — assigned items across modules (tickets, opportunities, and related work).
Client Hub
Create and manage clients — the central record for organisations and people you serve. From a client you can:
- View the Client 360 summary
- Manage portal users and invitations
- Create tickets, orders, and CRM opportunities (when modules are enabled)
Intake
Intake collects enquiries via a public form linked to your workspace. Staff can:
- Review new submissions in Admin → Intake
- Assign and progress items
- Convert qualified intake to a CRM opportunity (when CRM is enabled)
CRM
When enabled, CRM provides pipeline management:
- Opportunities with stages (Lead, Qualified, Proposal, Won, Lost)
- Activities and notes on opportunities
- Conversion from intake submissions
Ticketing
Ticketing handles support requests:
- Create tickets for clients or internal follow-up
- Assign priority, status, and staff
- Clients see their tickets in the client portal (when enabled)
Orders (Product requests)
Orders in Version 1 are product request workflows — quote and fulfilment tracking linked to clients. Create orders from Client Hub or the Orders area.
Documents & Knowledge
Version 1 provides a read-only knowledge library — browse policies, SOPs, and reference material. Document upload and entity linking are planned for a future release.
Client portal
Clients sign in at your workspace portal to view tickets, orders, and shared documents relevant to them. Portal branding can reflect your workspace name.
Search
Use module-specific search and filters within each area. Global cross-module search is not part of Version 1.
Notifications
In-app notifications alert you to assignments and updates. Check the notification bell in the portal header.