The main menu is located at the top left corner of the workspace. It provides quick access to different sections of Levvy's platform. Let's review each section, starting with My Workspace.

My Workspace is your default home screen, providing you with a personalized view of your tasks. It displays all the workflows and tasks assigned to the team you're on, including your own tasks. To make it easier to distinguish between different tasks, workflows and tasks are color-coded.

Go back to the main menu and click on "Client Management."

Client Management is designed for owners, supervisors, and team managers to effectively organize and manage client-related information and workflows. It serves as a centralized location to store client details and resources. You can also activate client workflows from this section.

Go back to the main menu and click on "User Management."

User Management allows administrators to easily manage user accounts. You can create new user accounts, assign roles and permissions, reset passwords, and maintain user information. This section helps ensure smooth user administration within your organization.

Go back to the main menu and click on "Team Management."

Team Management enables administrators to create and manage teams. Only manager or above roles can access Team management.

You have the flexibility to view, add, and delete team members, as well as assign clients and workflows to specific teams. This section streamlines team management within Levvy's platform.

Go to the main menu and click on "Time Reports."

Time Reports allow users to generate reports on the time spent on workflows and tasks. It provides valuable insights into individual and team productivity, task allocation, and resource utilization. This feature helps you track and optimize your workflow efficiency.

Go to the main menu and click on "Workflow Library."

Workflow Library houses pre-designed workflows or process templates. Owners and supervisors can access this library to quickly implement standardized company workflows across teams and clients. This feature saves time and ensures consistency in your workflow processes.

Go to the main menu and click on "Leaves."

Leaves is a dedicated section for tracking and managing employee time-off requests in one place. It includes dates of leave, types of leave (such as PTO, medical, vacation), status (approved, pending, or declined), and other relevant information. This feature simplifies leave management within your organization.

ℹ️ Note: Access and permissions within each section vary by role. To find out your role, follow these two steps:

2. Your role appears below your name on the bottom left of the screen.

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