Welcome to Lyniti documentation. Learn how to get started and make the most of our platform.
Sign up with email/password or OAuth providers
Set up a new workspace and choose a subscription plan
Join an existing workspace using an invite code or link
Generate and manage invite codes for your workspace
Direct messages, group chats, reactions, file sharing, and polls
Collaborative canvas with drawing tools, shapes, and real-time sync
Kanban boards, task priorities, dependencies, and assignments
Events, task deadlines, and schedule views (month/week/day)
Upload, organize, and share documents in folders
Transactions, templates, CSV export, and PDF reports
Create, send, and track invoices with status workflows
Submit, approve, and decline income/expense requests
Metrics dashboard, KPIs, and cash flow analysis
Client CRM with statuses, priorities, and health scores
Asset categories and inventory tracking
Configure tax rates and insurance rules by region
Plans, usage limits, overages, and Stripe billing
RBAC hierarchy, custom roles, and permission guards
Members, departments, and team organization
Language, themes, notifications, finance format, and privacy
Workspace selector, switching, and multi-workspace workflows