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1. Signing in to your workspace Getting Started Find your organisation's workspace, sign in with your work email, and reset a forgotten password. How to sign in Open the AutoMyra sign-in page. On Find your workspace , type your …
2. Workspace general settings Account & Workspace Settings … our, logo and menu Domain Use your own web address for your workspace Security Password and sessions Organisation Keep your organisation's name, address and GSTIN up to date — they …
3. Introduction to AutoMyra Getting Started … t 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 su …
4. 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 …
5. Finding your way around AutoMyra Getting Started … . 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's entries to op …
6. Creating automation rules Workflow Automation … nts 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 . Industry editi …
7. Understanding Business Health Business Health & Intelligence … changes. To refresh it straight away, select Recalculate . Workspace administrators can adjust how it is calculated under Settings on the same page. Acting on it The other pages i …
8. Troubleshooting common issues Troubleshooting & FAQs … elp panel itself. I can't sign in Check you chose the right workspace on Find your workspace — your workspace code is in your AutoMyra web address. Use your Work email , not a pers …
9. Getting started with HR & Payroll HR & Payroll … lips , Reimbursements , Loans & Advances , and — for Indian workspaces — Tax & Declarations Performance Your goals and reviews Company Directory , Announcements , Policies and Holi …
10. Subscription and billing basics Subscription & Billing … s status, shown at the top of the page. Modules — what your workspace has. Each module (for example Sales, WhatsApp or Finance) is part of your subscription; a module you have not …
11. Integration and API overview Integrations & Developer API … arer wsk_live_xxxxxxxxxxxxxxxx The key also identifies your workspace, so no workspace code is needed in the URL. What you can do Send text, template and media messages Check a mes …
12. Using Messenger for team chat Shared Inbox & Messenger … l chat: direct messages and channels between people in your workspace, in real time. It is for talking to colleagues — conversations with customers are in WhatsApp → Chats . Open i …
13. Clocking in and tracking attendance HR & Payroll … The web timer If HR has switched on the web timer for your workspace, you can clock in from the browser: On the Today tab, choose Web clock-in . Optionally note what you are worki …
14. What is AutoMyra? Getting Started · FAQ … omer support and business intelligence work together in one workspace. See Introduction to AutoMyra .
15. How do I reset my password? Getting Started · FAQ … tion step and choose a new password. See Signing in to your workspace .
16. 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 …
17. Running monthly payroll HR & Payroll … yees who are leaving in Payroll → Full & Final . For Indian workspaces, statutory returns are in Payroll → Statutory Compliance .