Recent Tasks
Unbilled Tasks (DELIVERED)
Billed History
Roles are mapped to tiers: Tier 1 = Senior (Partner-level), Tier 2 = Regular (Manager-level), Tier 3 = Junior (Staff-level).
Tiers control task workflow, access permissions, and what each user can do.
Built-in roles (Admin) cannot be modified.
| Timestamp (IST) | User | Role | Module | Action | Description |
|---|
Task Settings
🏢 Company Profile
Firm name and details shown on the login screen, sidebar, and all reports.
📥 Import Data from Excel
Download a template, fill in your data, then upload to import. Existing records (matched by code/email/name) are skipped — no overwrites.
Sheet 2: Activities/subtasks per service
🔐 Role Access Control
Control which roles can access each section. Admin always has full access. Changes take effect immediately on Save.
| Section | Partner | Manager | Staff |
|---|
💾 Database Backup
Automatic scheduled backups + manual on-demand backup. Backups are stored in the
backups/ folder next to the database file.