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First Login

After completing the installation, follow this guide to set up your organization and start using Open Core Business Suite.

Accessing the Application​

  1. Open your web browser
  2. Navigate to your application URL (the APP_URL you configured in .env)
  3. You should see the login page

Login Credentials​

Use the admin credentials you created during installation:

Production Setup​

If you used php artisan opencorebs:live --fresh, enter the email and password you specified during the interactive setup.

Development Setup​

If you used php artisan opencorebs:demo --fresh, use the demo credentials:

Change Default Password

If using demo credentials, immediately change the password after first login by going to Profile > Change Password.

Initial Configuration​

After logging in, configure your organization settings.

Step 1: Company Settings​

Navigate to the Settings page to configure:

SettingDescription
Company NameYour organization's name
Company EmailPrimary contact email
Company PhonePrimary contact phone
Company AddressBusiness address
LogoUpload your company logo

Step 2: General Settings​

On the Settings page, configure:

SettingDescription
App NameApplication display name (shown in browser title and emails)
CountryDefault country for the application
Phone Country CodeDefault phone country code
CurrencyDefault currency for financial modules
Currency SymbolSymbol displayed with amounts (e.g., $, EUR, Rs)
Distance UnitUnit for distance measurements
Timezone

The application timezone is set via the APP_TIMEZONE variable in your .env file (e.g., APP_TIMEZONE="Asia/Kolkata").

Step 3: Email Configuration​

Verify email settings are working:

  1. Go to the Settings page
  2. Review the SMTP configuration
  3. Click Send Test Email to verify

If the test email fails, review your SMTP configuration on the Settings page and ensure the host, port, username, password, and encryption values are correct.

Setting Up Your Organization​

Create Departments​

Departments organize employees into functional groups.

  1. Navigate to Organization > Departments
  2. Click Add Department
  3. Enter department details:
    • Department Name
    • Department Head (optional, can set later)
    • Parent Department (for hierarchical structure)

Common departments to create:

  • Administration
  • Human Resources
  • Finance
  • IT/Technology
  • Sales
  • Operations

Create Designations​

Designations are job titles or positions within your organization.

  1. Navigate to Organization > Designations
  2. Click Add Designation
  3. Enter designation details:
    • Designation Name
    • Department (optional association)
    • Level (for hierarchy)

Common designations to create:

  • CEO / Managing Director
  • Manager
  • Team Lead
  • Senior Staff
  • Junior Staff
  • Intern

Configure Shifts​

Set up work shifts for attendance tracking.

  1. Navigate to Attendance Management > Shifts
  2. Click Add Shift
  3. Configure shift details:
    • Shift Name (e.g., "Morning Shift")
    • Start Time
    • End Time
    • Break Duration
    • Working Days

Default shift example:

  • Name: General Shift
  • Time: 9:00 AM - 6:00 PM
  • Break: 1 hour
  • Days: Monday to Friday

Configure Leave Types​

Set up leave categories employees can request.

  1. Navigate to Leave Management > Leave Types
  2. Review default leave types or add new ones:
    • Annual Leave
    • Sick Leave
    • Casual Leave
    • Maternity Leave
    • Paternity Leave

For each leave type, configure:

  • Annual quota (days per year)
  • Carry forward rules
  • Requires approval
  • Paid or unpaid

Adding Your First Employees​

Step 1: Create Employee Records​

  1. Navigate to Employee Management > All Employees
  2. Click Add Employee
  3. Fill in required information:
    • Personal Details (name, email, phone)
    • Employment Details (department, designation, joining date)
    • Shift assignment
    • Reporting manager

Step 2: User Account Creation​

When you create an employee, a user account is automatically created. The employee can log in using:

  • Email: The email address you entered during employee creation
  • Password: Either a custom password you set or the default password configured in Settings

Step 3: Assign Roles​

Assign appropriate roles to users based on their responsibilities:

RoleAccess Level
Super AdminFull system access
AdminAdministrative access
HRHuman resources management
ManagerTeam management
Office EmployeeStandard office-based employee
Field EmployeeField/mobile workforce employee

Navigate to Roles (top-level menu item) to view or customize roles.

Enabling Modules​

Open Core Business Suite has many optional modules. Enable only what you need.

View Available Modules​

  1. Navigate to Addons (accessible via /addons)
  2. You'll see a list of all available modules
  3. Enabled modules show as "Active"

Enable a Module​

  1. Find the module you want to enable
  2. Click the toggle switch to enable it
  3. The module's menu items will appear in the sidebar

Core Modules (Always Enabled)​

  • SystemCore - Operations, master data management, shared entities
  • AccountingCore - Chart of accounts, journal entries, financial reporting
  • PMCore - Project management, timesheets, resource allocation
  • CRMCore - Customer relationship management, leads, deals
  • WMSInventoryCore - Warehouse and inventory management, stock tracking
ModulePurpose
PayrollSalary processing and payslips
RecruitmentHiring workflow
TaskSystemTask management
DocumentManagementFile storage and sharing

Quick Setup Checklist​

Use this checklist to ensure you've completed the essential setup:

  • Logged in successfully
  • Changed default password (if using demo setup)
  • Configured company settings
  • Set correct timezone
  • Verified email settings work
  • Created at least one department
  • Created at least one designation
  • Configured a work shift
  • Added at least one leave type
  • Created the first employee record
  • Enabled required modules

What's Next?​

For Administrators​

For HR Teams​

For Employees​

Troubleshooting​

Can't Log In​

  1. Verify you're using the correct email address
  2. Check if Caps Lock is on
  3. Try resetting password via "Forgot Password" link
  4. Check that email settings are configured correctly

Missing Menu Items​

  1. Ensure the required module is enabled in Addons (accessible via /addons)
  2. Check that your user role has permission for that feature
  3. Clear browser cache and refresh

Changes Not Saving​

  1. Check for validation errors in the form
  2. Verify you have permission to edit the settings
  3. Check browser console for JavaScript errors
  4. Review Laravel logs: storage/logs/laravel.log

Need Help?​

  • Documentation: Browse the full documentation
  • Support: Contact [email protected]
  • Community: Join our user community forums
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