v2.4.0 (Stable)
Everything you need to go from zero to fully operational. Follow these steps to set up your organization, onboard your team, and start recording data.
When you first register, you will be prompted to create an Organization Profile. This profile is the root of all data in the system — residents, finances, and inventory are all scoped to your organization. You are automatically assigned the Managing Director role, which grants full, unrestricted access to every module.
Navigate to Settings > Users to invite staff members. Enter their email address and assign them a role (Admin, Accountant, Staff, or a custom role you have defined). When the invited person logs in with that email for the first time, they are automatically linked to your organization and their permissions are applied immediately.
The left sidebar is your main navigation hub. It expands on hover to reveal section labels. The Operations section covers Residents and Employees. Finances covers the Dashboard, Donations, Income, Expenses, and Business Entities. Inventory, Security, Reports, and Settings are accessible as top-level items. Items you do not have permission to access are automatically hidden.
Complete these steps on your first day: (1) Fill in your organization's full legal name and contact details in Settings. (2) Create roles for each staff type (e.g., Medical Officer, Social Worker) under Security > Roles. (3) Invite your team via Settings > Users. (4) Add your existing resident records under Operations > Residents. (5) Add your inventory categories and initial stock levels under Inventory. (6) Record any existing funding sources under Finances > Entities.