Search the Help Centre

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1. 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 …
2. 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 …
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. Workspace general settings Account & Workspace Settings … password and session settings for your workspace. Note Only users whose role allows it can change General Settings. If a section is read-only for you, ask your workspace administra …
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. Setting up the AI Chat Bot AI Chatbot Put an AI chat widget on your website that answers from your FAQs and hands visitors to your team when it can't help. The AI Chat Bot is a chat widget for your website . It answers …
7. Adding an employee HR & Payroll Create an employee record in four steps — job and identity, salary, personal details and payment — and give them their own login. Employees are added by HR from HR & Payroll → Empl …
8. 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 …