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Once your self-hosted AuxBOS license is installed on your server, run through the first-boot setup and the account you create becomes the first admin. If you opted for the installation add-on, our engineers hand over the deployment with your admin account already provisioned. Need a walkthrough first? Book a demo.

From the admin panel, open Employees and add each person with their name, department and work email. AuxBOS generates their User ID and a strong password automatically, shows them to you once on screen, and emails the credentials to the work email you entered.

You never set an employee password by hand, and the plain-text password is not stored anywhere afterwards.

Open Clients in the admin panel and add the client with their contact details. As with employees, AuxBOS issues the client a User ID and password and emails them their credentials. You can assign specific employees to a client so the right people see that account.

Most teams have their workspace, employees and roles configured the same day. The longest step is usually deciding your roles and permissions, not the data entry.

AuxBOS uses two sign-in styles depending on the role:

• Admins sign in with their email address.
• Employees and clients sign in with a system-issued User ID — for example EMP-12-A4K9P for an employee or CLT-12-R7X2M for a client.

User IDs are issued by AuxBOS and are unique across the whole platform, so nobody has to own a company mailbox to get an account, and two people can never collide on the same login.

It is emailed to your work email address when your account is created, together with your first password. If you cannot find it, ask your company admin — they can see your User ID on your record in the admin panel.

Ask your company admin. From your record in the admin panel they can trigger a password reset, which generates a new strong password and emails the updated credentials to your work email.

Your work email is the delivery address for everything AuxBOS sends you: your credentials, notifications, announcements, salary slips, invoices and document notices. It is not a login field, so several people can share a mailbox without clashing.

Employees start a timer from their panel and pick the task they are working on. AuxBOS records the work session and attributes the time to that task, so hours roll up per task, per person, per day and per week without anyone filling in a timesheet at the end of the week.

While a work session is running, AuxBOS captures periodic screenshots and stores them against that session. Admins review them in a grid alongside the session's hours, which gives you visual evidence of work for internal review or for billing conversations with clients.

Yes. Time is logged against the task, so you can look at it from either direction — total hours for an employee, or total hours consumed by a task or project.

Employees check in and out from their panel, which builds an attendance history you can review per person or across the team. Leave requests are submitted from the same panel and appear in the admin queue for approval or rejection, and the employee is notified of the outcome.

Yes. Salary slips are generated as branded PDFs and emailed to the employee's work email with the PDF attached, as well as appearing in their panel.

You generate them from the HR module and they are produced as branded PDFs. For confidentiality, letters are not emailed as attachments — the employee gets a notification with a sign-in link and downloads the document from their own panel.

Yes. Each employee profile has a documents section for degrees, certificates and contracts. Uploads accept PDF, Word and image files, and downloads are permission-checked rather than served from a public link.

Yes. Open Manage Stages on the CRM board to add, rename, reorder or delete stages. Each stage carries its own colour and a win probability, which is what drives the weighted forecast.

Each lead carries a value and an expected close date, and each pipeline stage carries a win probability. The forecast weights every open lead by the probability of the stage it is sitting in, then totals it overall, by stage and by month.

Yes. You can send a one-off email to a lead from the CRM, or run an email campaign to a list. Sent email is logged against the lead's activity timeline, alongside the other activity on that lead.

Yes. Contracts are created from the CRM and can be linked to a client. When a contract is linked to a client, that client is notified and can view it in their portal.

Create it from the HR/Invoices or Quotations module. AuxBOS renders a branded PDF, emails it to the client with the PDF attached, and makes it available in their portal. You track its status as it moves from draft through to paid.

Yes. Currency is a per-company setting, so each company on AuxBOS bills in its own currency. New workspaces default to USD until you change it.

Clients get their own portal where they can follow their tasks and reports, read their contracts, view invoices and quotations, and chat directly with your team. They only ever see their own records — never another client's, and never your internal data.

Client portal access is part of the plan that includes it — see the pricing page for what each plan covers.

Entirely on your own server. AuxBOS is self-hosted, so every record — employees, clients, invoices, screenshots — stays on the infrastructure you install it on, whether that is on-premise or in your private cloud. Nothing is transmitted to us.

The underlying architecture is multi-tenant, so if you operate several sub-organisations under one AuxBOS install, each one is scoped so that no company can read, list or fetch another's records.

Yes. Admins define roles and grant each role access to specific modules, then assign employees to roles. An employee only sees the parts of AuxBOS their role allows.

Yes. Each company configures its own SMTP settings, so notifications, credentials and documents are delivered through your mail provider rather than a shared one.