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1. Introduction to AutoMyra Getting Started What AutoMyra is, the modules it brings together, and how your workspace is organised. AutoMyra is an all-in-one business platform. Sales, WhatsApp messaging, finance, HR, customer …
2. Subscription and billing basics Subscription & Billing See your plan, the modules you have, your usage and your AutoMyra invoices, and pay what is due. Open Configuration → Subscription & Billing to see your plan, modules, usage and in …
3. Why can't I see a module in my menu? Troubleshooting & FAQs · FAQ Two things decide what you see: your workspace's subscription (a module that is not part of it stays locked) and your role (menus follow permissions). Your workspace administrator …
4. Troubleshooting common issues Troubleshooting & FAQs Fixes for the problems people run into most — signing in, missing menus, WhatsApp messages and the Help panel itself. I can't sign in Check you chose the right workspace on Find yo …
5. Finding your way around AutoMyra Getting Started … ange your layout. The menu The menu down the left lists the modules in your workspace, grouped into sections such as Sales , WhatsApp , Finance and Configuration . Select a section …
6. Managing customers CRM & Customer Management Add customers, keep their details current, and see what they owe — the customer record every other module uses. Customers are the people and businesses you bill. A customer record …
7. Creating automation rules Workflow Automation … switched on. Events The events you can choose depend on the modules in your workspace. For example, with Finance you can start an automation on Payment received or Invoice overdue …
8. Managing team access Security & User Permissions Who can sign in to your workspace, what they can reach, and how roles and permissions decide it. Configuration → User Management lists who can sign in to your workspace, what they …