Welcome to Workfyr OS

Workfyr OS is a comprehensive operating system for your business, bridging the gap between Customer Relationship Management (CRM) and Human Resource Management (HRM).

This documentation provides an end-to-end guide on how to utilize the various modules within the system.

Navigation

• App Shell & Sidebar: Once logged in, the primary navigation is on your left. You can expand/collapse the sidebar or change its theme (Plain or Brand).
• Omni-Search: Use Ctrl+K (or Cmd+K on Mac) to bring up the global search palette to jump to deals, employees, or settings.

Role Based Access Control

Workfyr OS utilizes Row Level Security (RLS). You only see what you are authorized to see.

• Managers have elevated privileges within their departments.
• Sales Reps can only see CRM data.
• HR Admins have full access to Payroll and Employee configuration.