Documentation

Getting started

• Create or accept a workspace invite.
• Verify your email and complete workspace setup.
• Enable the modules you purchased or requested.
• Invite team members with the correct roles.
• Connect approved integrations such as email, calendar, storage, or messaging.

Core modules

• Sales: contacts, leads, opportunities, activities, pipeline, and cross-module links.
• Finance: invoices, payments, expenses, recurring billing, and reporting.
• HR: employees, contracts, leave, payroll rules, payslip calculations, and audit trails.
• Inventory and retail: stock, suppliers, products, POS flows, and order records.
• Clinic, recruitment, documents, marketing, PM, and intelligence modules depend on workspace plan and module status.

Support

• Product support: support@sagasprint.com.
• Billing support: billing@sagasprint.com.
• Privacy requests: privacy@sagasprint.com.
• Security reports: security@sagasprint.com.

Admin responsibilities

Workspace admins are responsible for user invitations, role assignment, API keys, integration authorization, data accuracy, and reviewing AI-assisted output before acting on it.