Help center

Sign in

Open your establishment’s application, enter your email and password. If two-factor authentication (2FA) is enabled, enter the code from your authenticator app.

Navigate

The side menu lists the modules you have access to. The establishment selector lets you switch context if you manage several.

Manage your account

Update your profile, enable 2FA, change your password. The interface is available in French and English.

Create and track a task

1. Go to Tasks → New task.
2. Enter title, owner, due date, recurrence.
3. Track progress; reminders are sent automatically.

Send a communication

1. Go to Communication.
2. Choose the channel (message, email, notification).
3. Select recipients, compose, send. History is retained.

Deliver training

1. Go to Training.
2. Create a live session or a presentation.
3. Assign a cohort / program, add surveys and evaluations.
4. The certification is issued on completion.

Have a document signed

1. Go to Signature.
2. Upload the document, define the signers and order.
3. Send; the signed document is sealed (ICPG) and archived.

Track finances (ERP)

1. Go to ERP / Finance.
2. Review invoices, send dunning reminders, track cash flow.
3. Connect QuickBooks (OAuth) for accounting synchronization.

Create a building / room

1. In a location module (IoT, Monitoring, Inventory, Hygiene), open location management.
2. Create a building, then add rooms.
3. These locations are reusable by the other modules.