Search the Help Centre

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1. Managing team access Security & User Permissions … 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 can …
2. Creating automation rules Workflow Automation … ification to the People you pick, or to Everyone with these roles , with your Title and Message Create a WorkBoard task Creates a task with your Task title and Description in the P …
3. 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 …
4. Finding your way around AutoMyra Getting Started The menu, the top bar, search, notifications, shortcuts and help — and how to change your layout. The menu The menu down the left lists the modules in your workspace, grouped into …
5. 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 …
6. Adding an employee HR & Payroll … full control, including user management and billing. Other roles are given in Configuration → User Management . Step 2 — Salary Choose a Salary structure , enter the Annual CTC an …
7. Workspace general settings Account & Workspace Settings Your organisation's details, appearance, custom domain and security settings in one place. Open Configuration → General Settings . The page has four sections. Section What you set …
8. 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 …
9. 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 …