Angel FSS - ERP End-User Documentation

What This App Is

A complete operational system for teams that need speed, control, and audit-ready records.

Angel FSS - ERP unifies daily business execution across HR, sales, finance, projects, legal, compliance, facilities, and leadership reporting in one place.

It is designed for end users and managers, not only technical teams. Every module follows consistent interaction patterns so onboarding is faster and adoption is smoother.

• One workspace for cross-department workflows
• Role-aware access and approvals
• Exportable records for audits and leadership reporting

Quick Start (First 10 Minutes)

Get first access and understand what to open first.

1. Open the login page and enter your work email.
2. Click Send magic link and use the latest email link.
3. Start on Dashboard for daily context.
4. Open Approvals to clear decisions waiting for you.
5. Open Projects to review execution status and tasks.

• Magic links are single-use
• Expired links require resend
• Suspended or deactivated accounts cannot log in

Navigation Map

Understand what appears in the sidebar and why.

Your sidebar modules depend on your role, duty, and activated departments. Company admins see additional controls.

If you do not have access to a module, it is hidden from your menu and direct links return an access denied response.

• Core user modules: Dashboard, Staff Portal, Operations, Department modules, Approvals
• Company admin tools: Users, Branding, Audit Logs, custom fields, and implementation settings

Common Screen Patterns Used Everywhere

Most modules use the same interaction model.

If data appears missing, first check the active tab and active filters.

• Tabs: Overview, function tabs, Reports
• Record actions: Add, Edit, Delete
• Filters: status, date range, department, member, search text
• Export CSV links for leadership and audit workflows

Roles and Access

Visibility and actions are role-based and strictly enforced.

• Team members see only modules and records tied to their assigned duties
• Managers get broader execution and approval coverage for assigned scope
• Company admins can manage users, roles, duties, branding, and governance settings
• If you cannot see a section, your account currently does not have that duty enabled

Dashboard

Your daily command center.

1. Start each day on Dashboard.
2. Open Approvals next.
3. Move to Projects and module-specific actions.

• High-level metrics across active modules
• Recent activity and priority queues
• Project and task summaries for your scope

Staff Portal and Self-Service

A dedicated employee workspace for personal actions that should not depend on HR doing everything manually.

1. Open Staff from the sidebar.
2. Review profile snapshot, holidays, and active policies.
3. Submit leave request directly from the portal.
4. Track recent leave status after HR approval or rejection.

• Self-service leave request submission
• Recent leave history for the logged-in employee
• Profile snapshot for quick reference
• Upcoming holidays and active policy visibility

Projects and Activity

Plan, execute, and report project work with full traceability.

Projects are membership-based. If you cannot find a project, ask the project owner or manager to add you.

• Filter by status, department, member, and keyword
• Create tasks with ownership, due dates, and priority
• Move cards across board columns as delivery progresses
• Log time entries and export CSV reports

Approvals

A single queue for approval decisions.

1. Open the request item.
2. Review notes and request details.
3. Set decision to Pending, Approve, or Reject.
4. Follow through with requester communication when needed.

• You only see requests in your approval scope
• Approval rights are role and duty based
• Decision history is recorded for audit visibility

In-App Guided Tour (FAB)

Use the floating Tour button anytime to get contextual walkthroughs.

1. Click the glowing compass Tour button at the lower-right corner.
2. Choose Start Current Page Tour to learn the page you are on.
3. Choose Start Full App Tour to walk through major modules.
4. Click outside or close to stop and reopen later.

• Designed for new users and onboarding
• Highlights what each area does and what you can achieve there
• Reusable anytime, not only on first login

Notifications Users Should Expect

Understand which emails are normal and when to escalate.

1. Check spam/junk first if delayed.
2. Resend where available.
3. Contact admin/support if delivery still fails.

• Magic-link login emails
• Project invite and task assignment notifications
• Approval request emails
• Legal signature requests
• 4-digit OTP verification emails for protected actions
• Sales commission earned emails for salespeople

HR and People

Manage employee lifecycle and policy data.

• Employees: profiles, status, codes
• Leaves and holidays management
• Compensation records by access scope
• Policy publishing and maintenance
• Staff self-service leave requests flow into HR approval handling

Sales Pipeline

Track customer journey from first contact to closed revenue.

1. Create or update customer profile.
2. Create deal and assign salesperson.
3. Update stage as progress happens.
4. Convert winning opportunities into quote and order records.

• Customers: maintain contact and account records
• Deals: track pipeline stage, value, expected close date, and salesperson
• Quotes: create offers and track acceptance/rejection status
• Orders: track post-quote conversion into confirmed revenue
• Activities: log calls, meetings, demos, and follow-ups

Sales Commissions

Register salespeople, calculate earned commission in real time, and track payouts.

1. Enable commission feature.
2. Register/maintain salesperson rates.
3. Assign salesperson on deals and progress stage.
4. Record payout against available pending amount.

• Feature can be enabled or disabled in Sales > Commissions
• Mark employee profiles as salespeople and set commission rate (%)
• When deals move to Won or Closed, earned commission is reflected automatically
• Salespeople receive email notification when eligible commission is earned
• Payout tracking shows earned, paid, and pending balance per salesperson
• Payout amount cannot be recorded above unpaid earned commission

Finance and Billing

Control invoicing, payables, and expense reporting.

• Invoices: draft to paid/overdue
• Payments and method tracking
• Expenses and payables with due-date visibility
• Reports for cashflow review

Procurement

Vendor management, purchase orders, receiving, and performance.

1. Create or update vendor record.
2. Create purchase order.
3. Order flows into approvals automatically.
4. Record receiving after approval.

• Vendor reviews for long-term supplier quality

Inventory

Maintain accurate stock movement and traceability.

• Item master and location management
• Movement types: in, out, adjust, transfer
• Movement exports for audit/reconciliation

Marketing

Campaign execution, lead flow, and attribution visibility.

• Campaign budget and status tracking
• Lead qualification and stage movement
• Metrics: leads, conversion, cost, revenue
• Content scheduling and publishing

IT and Security

Asset, incident, and access governance.

1. Review pending attestations weekly.
2. Close overdue actions to maintain posture.

• Assets and incidents register
• Access reviews
• Attestation management and due-date tracking

Legal

Contract lifecycle from drafting to signature and obligation tracking.

1. Create contract and open editor.
2. Draft body and metadata.
3. Add internal/external signers.
4. Set step order and send current step.
5. Print/save signed copy when complete.

• Signed signers cannot be removed/reordered
• Next step sends only after current step is complete
• Legal document records can coexist with formal contracts for archived PDFs

Legal Documents Library

Preserve historical legal PDFs inside the app and keep them available for review and sharing.

1. Open Legal and switch to the Documents section.
2. Upload a readable PDF document from the upload modal.
3. Open the selected PDF in a dedicated tab when needed.
4. Replace a broken or outdated PDF without recreating the document record.
5. Share the PDF by email when legal needs to circulate it.

• PDF-only upload validation
• Open, replace, and delete actions from the document record
• Email sharing with the PDF attached
• Useful for archived agreements, policies, board minutes, and historical records

Facilities

Operational maintenance, tickets, and vendor coordination.

• Facility ticket tracking
• Maintenance schedule planning
• Vendor directory and service records

Compliance

Risk, control, evidence, and due-date governance in one module.

• Compliance item registers
• Risk and control mapping
• Evidence links for audit support

Management

Executive alerts and leadership reporting cycles.

• Severity/status-based alerts
• Executive report publication
• Export for leadership circulation

Company Admin Tools

Users, branding, visibility governance, and audit controls.

• User lifecycle management (add, edit, suspend, reactivate)
• Role, duty, and department assignment
• Strict module visibility setup by duty and role
• Branding (name, logo, favicon, colors, currency)
• Custom field configuration for structured extra data capture
• Audit log filtering and CSV export

Custom Fields and Notes

Capture business-specific data without waiting for new hardcoded inputs across the app.

1. Open the company admin settings area for custom field setup.
2. Choose the entity you want to extend, such as customers, vendors, employees, or projects.
3. Create the custom field and choose the field type and label.
4. Use the matching form in the module to capture values, with notes available for unstructured details.

• Structured extra fields across department forms
• Additional notes support for contextual details
• Useful when standard forms do not cover all organization-specific data

Import Existing Data

Bring legacy company records into the system during implementation or staged rollout.

1. Open Management and go to the Import Centre.
2. Download the relevant CSV template for the department or entity you are migrating.
3. Prepare existing company data in the template format.
4. Upload the file and verify the imported records inside the target module.

• Supports end-to-end migration for multiple departments
• Useful for preserving historical records during onboarding
• Reduces manual re-entry during implementation

OTP-Protected Actions (Financial and Sensitive Updates)

Sensitive updates require email OTP verification before they are saved.

For additional protection, high-impact actions now use a 4-digit OTP challenge delivered to your email.

No data change is committed until the correct OTP is entered. If validation fails, restart the action with a new OTP.

1. Click Save on a protected action.
2. Check email for the 4-digit OTP.
3. Enter OTP in the popup modal.
4. Submit to complete change, or cancel to discard.

• Applies to sensitive finance and procurement write actions
• Applies to salesperson status/commission edits
• Applies to recording commission payouts
• OTP expires quickly and is single-use

External Contract Signing

Guide for recipients who receive legal signature links.

1. Open secure signature link from email.
2. Review contract.
3. Sign by draw/upload/type.
4. Print/save signed copy when fully executed.

End-to-End Workflow Playbooks

Common business scenarios across modules.

• Purchase request -> approvals -> receiving
• Project setup -> tasks -> time -> reporting
• Contract draft -> sign order -> completed signature
• New employee setup -> role assignment -> HR profile completion

Troubleshooting and FAQ

Fast answers for frequent user blockers.

• Cannot login: verify registered email and latest link
• Cannot edit: likely role scope or locked status
• Cannot find project: ask owner/manager for membership
• Cannot see module: ask company admin to review role/duty assignment
• OTP failure or expiry: restart action and request a fresh OTP

Best Practices for Adoption

Habits that improve quality and reduce rework.

• Keep status values current
• Use notes fields for context
• Standardize naming conventions
• Review approvals and attestations weekly
• Export periodic governance snapshots

Where to Get Help

Escalation path for users and admins.

1. Check this documentation section first.
2. Contact company admin for access/role issues.
3. Email hello@angelfss.com for platform support or demos.

• Include page name, action attempted, exact error message, and timestamp when reporting issues