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User Guide

Guides for workspace operators and Central admins using SaleOS day to day.

Application

DocumentDescription
Tenant ApplicationNavigation and dashboard overview
AuthenticationRegister, login, forgot/reset password
Admin UICentral admin console screen map
Shared LayoutShared AppLayout shell guides

Access & settings

DocumentDescription
Tenant RBAC OverviewUsers, roles, and permissions index
Tenant RBACWorkspace RBAC for admins
Central Settings OverviewPlatform application settings index
Central SettingsOperator guide for system settings
Tenant Settings OverviewWorkspace branding & mail index
Tenant SettingsWorkspace configuration for admins
Payment GatewaysStripe, Creem, and manual payments

Modules

DocumentDescription
Leads OverviewLeads module guides index
LeadsKanban, table, and lead workflows
Tasks OverviewTasks module guides index
TasksBoard, list, and task workflows

Official documentation for the SaleOS SaaS Platform.