User manual: Your team
Getting started
- Create your Kluvan accountSign up with your e-mail, pick your country and start 30 free days with every app. No card is needed and there is no password to remember.
- Pick your appsChoose the apps your organisation needs, switch them on or off at any time, and add an app on top of your plan when you need it.
- Invite your teamInvite the people you work with by e-mail, give each one a role and a seat, and choose exactly what they may do.
- Bring your dataStart with sample data to look around, or import your products, customers, suppliers, balances and opening stock from Excel or another program.
- Use the Today pageToday is your home page in Kluvan: the day's sales documents, who owes you, stock that needs a look, your apps and a quick question box.
- Use Kluvan on your phoneKluvan works in the browser of any phone or tablet. Add it to your home screen, and give staff their own phone pages for clock-in, payslips and time.
- Find your way around KluvanThe menu, the quick search (Ctrl+K), the help link on every screen, the "What happened?" link on errors, and your own language and look.
- Get started with Sales & Customer CareThe apps in the Sales & Customer Care bundle and a first-week checklist: set up, switch on the apps, invite the team, bring your data, start work.
- Get started with the Front DeskWhat the Front Desk (AI) does for your customers on WhatsApp, e-mail and your website's chat, and the first steps to set it up.
- Get started with Service BusinessThe apps in the Service Business bundle and a first-week checklist: set up, switch on the apps, invite office and field staff, bring your data, start work.
- Get started with Trade BusinessThe apps in the Trade Business bundle and a first-week checklist: set up, switch on the apps, invite the team, bring products and balances, start trading.
- Get started with Kluvan OneKluvan One has every app. A first-week path: set up, switch on the apps you need first, invite the team, bring your data, then add apps week by week.
Security and permissions
- How signing in worksSign in with an e-mail code, a password, or one click with Google or Facebook. Sessions, signing out, changing your e-mail and lost access.
- Switch on two-step sign-inAdd a second step to your sign-in with an authenticator app such as Google Authenticator, and keep recovery codes for a lost phone.
- Roles and rightsThe owner, managers and team members; the rights you tick for each person; limiting people to some branches; and the separate rights of HR and Books.
- See who did what in the activity logThe activity log records who changed what in your organisation, and when. How to read it, filter it and how long it is kept.
- Your data: copies, privacy and deletionHow Kluvan keeps your organisation's records apart and private files encrypted, where they are stored, how to download a copy, and how to delete the account.
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