Documentation

NafisHR Docs

Welcome to NafisHR — the modern agency operating system. This documentation covers everything from initial workspace setup to advanced multi-branch configurations, team management, and client delivery.

Quick Start

Get up and running in 30 minutes

Team Setup

Invite staff and set up roles

Quick Start Guide

Get your agency workspace live in four simple steps.

1

Choose a Plan & Create Account

Visit the Pricing page and click Get Started on any plan. Fill in your Agency Name, subdomain, email, and password. You will receive a confirmation once your workspace is approved.

2

Set Up Your Workspace

Once your account is approved and activated, log in using your admin credentials. Navigate to Settings to configure your agency name, upload your logo, and set your timezone and preferred currency.

3

Invite Your Team

Go to Team in the sidebar and click + Add Employee. Assign each member a department, role (Admin or Staff), and optionally a branch office. Each member gets a unique login.

4

Create Your First Project

Navigate to Projects and click + New Project. Set a deadline, assign a manager, link it to a client, and start adding tasks with assignees, priorities, and due dates.

Projects & Tasks

Projects are the core unit of work in NafisHR. Each project contains tasks, milestones, a team roster, and a dedicated client communication thread.

Task Statuses

Tasks move through: To Do → In Progress → Awaiting Approval → Completed. Managers can reject submissions and send tasks back for rework.

Recurring Tasks

Set tasks to repeat daily, weekly, or monthly. The system automatically generates new instances at the start of each cycle, keeping repetitive work on schedule without manual effort.

Proof of Work

When a staff member marks a task complete, they can submit a note and a reference URL as proof. The project manager reviews and either approves or requests rework before the task is finalized.

Team Management

NafisHR supports granular team structures with departments, roles, and branch associations.

Role	Permissions
Admin	Full access — manage team, projects, billing, branches, and settings.
Project Manager	Create/manage projects, approve tasks, assign team members.
Staff	View assigned projects and tasks, submit completed work for approval.
Branch Manager	Manage staff and projects within their designated branch office only.

Branch Offices

Branch offices allow you to segment your agency by location, department, or client vertical — each with its own manager, team, and budget tracking.

Each branch can have a dedicated manager with scoped access to that branch only.

Staff members can be linked to a specific branch during onboarding or later via the team settings.

Projects can be assigned to a specific branch for performance and billing breakdown.

The Branches tab in the sidebar shows a real-time overview of all office locations, their teams, and active project count.

Billing & Plans

Only the workspace Admin can view and manage the subscription plan. Staff members do not have access to billing information.

Upgrading Your Plan

Go to Billing & Subscription in your dashboard and click Upgrade on your desired plan. You can choose to pay via Stripe, Razorpay, or request approval via WhatsApp. Upgrades via payment gateway are instant; WhatsApp requests require owner approval.

Downgrading Your Plan

Downgrades take effect immediately. If you downgrade to a plan with fewer limits than your current usage, you will be prompted to archive excess projects or staff before the change is confirmed.

Workspace Settings

Only the workspace Admin has access to the Settings panel. You can configure the following from there:

Agency Branding — Upload your logo, set your agency name, and configure your workspace subdomain.

Notifications — Control which events trigger email or in-app alerts for your team and clients.

Security — Change your admin password and manage active login sessions for your workspace.

Currency & Timezone — Set your workspace's default currency and timezone for consistent reporting.

Contact & Support

Need help? Our support team is available to assist you with any questions about your workspace, billing, or platform features.

Email Support

For general queries, billing issues, or feature requests, reach us via email. We respond within 24 hours on business days.

support@nafishr.com →

WhatsApp Support

For urgent issues or plan upgrade requests, reach us directly on WhatsApp for a faster response from our team.