Tutorials
Admin and user walkthroughs
Admin: invite the team
- Open Access
- Choose role and worker role
- Select email/SMS/WhatsApp preferences
- Send invite and track acceptance
User: upload documents
- Open Documents
- Choose the required document row
- Upload image, video, PDF, or document
- Self-certify that the file is correct
Admin: review documents
- Open Documents queue
- Preview submitted files
- Mark approved or send back
- Audit entry is preserved
Admin: enable MFA
- Open Security
- Scan authenticator QR code
- Enter 6-digit code
- Future logins require MFA
Notifications
- Email is default
- SMS and WhatsApp require code verification
- Users choose preferences
- Events are logged
Access by role
- Admins and HR can review documents
- Managers see assigned reportees
- Coordinators can chase documents without previewing sensitive files
- Blocked users keep their audit history
Data protection
- Each company account has separated records
- Document files are stored under a company folder
- A dedicated database is available for private setups
- Hosting choices are tracked