User Guide
Guides for workspace operators and Central admins using EloSync day to day.
Application
| Document | Description |
|---|---|
| Tenant Application | Navigation and dashboard overview |
| Authentication | Register, login, forgot/reset password |
| Admin UI | Central admin console screen map |
| Shared Layout | Shared AppLayout shell guides |
Access & settings
| Document | Description |
|---|---|
| Tenant RBAC Overview | Users, roles, and permissions index |
| Tenant RBAC | Workspace RBAC for admins |
| Central Settings Overview | Platform application settings index |
| Central Settings | Operator guide for system settings |
| Tenant Settings Overview | Workspace branding & mail index |
| Tenant Settings | Workspace configuration for admins |
| Payment Gateways | Stripe, Creem, and manual payments |
Modules
| Document | Description |
|---|---|
| Leads Overview | Leads module guides index |
| Leads | Kanban, table, and lead workflows |
| Contacts Overview | Contacts module guides index |
| Contacts | Directory, assignment, notes, and activity |
| Tasks Overview | Tasks module guides index |
| Tasks | Board, list, and task workflows |
| Projects Overview | Projects module guides index |
| Projects | Board, list, members, and project workflows |
| ToDos Overview | Personal ToDos module guides index |
| ToDos | Personal board, list, and creator-scoped workflows |
| Opportunities Overview | Opportunities + sales pipeline guides index |
| Opportunities | Kanban, table, and deal workflows |
| Quotations Overview | Quotations module guides index |
| Quotations | Line items, status workflow, and totals |
| Contracts Overview | Contracts module guides index |
| Contracts | Agreement tracking and status workflow |
| Invoices Overview | Invoices module guides index |
| Invoices | Line items, status workflow, and balances |
| Payments Overview | Payments module guides index |
| Payments | Record customer payments and allocate to invoices |
| Credit Notes Overview | Credit Notes module guides index |
| Credit Notes | Issue and apply credit notes against invoices |
| Estimates Overview | Estimates module guides index |
| Estimates | Pre-sale cost estimates and convert to invoice |
| Communication Templates | Template management and WhatsApp from Leads |
| WhatsApp Cloud Overview | Cloud API inbox guides index |
| WhatsApp Cloud | Connect WABA, shared inbox, templates, Lead soft-link |
| Personal IMAP/SMTP inbox, templates, signatures, CRM links | |
| Announcements | Workspace announcements with read tracking |
| Team Chat | Channels, DMs, mentions, threads, attachments, retention |
| Branded | Custom domain mapping and white-label notifications |
| Storage Overview | 1 GB free content storage + paid capacity packs |
| Storage | Workspace content quota (1 GB free + capacity packs) |
| Automation Overview | Automation module guides index |
| Automation | Workflows, templates, runs, and permissions |
| Help Desk Overview | Help Desk module guides index |
| Help Desk | Internal tickets, categories, assignment, and status workflow |
| Assets Overview | Assets module guides index |
| Assets | Equipment / fixed-asset register |
| Documents Overview | Documents module guides index |
| Documents | Flat file library on Storage (upload, categories, download) |
| Knowledge Base Overview | Knowledge Base module guides index | | Knowledge Base | Internal articles, categories, notes, and permissions |