Complete Setup & Operations Guide
Kaise setup karein aur har module ko kaise manage karein — step-by-step instructions for Admins, HRs, Sales, Accountants & Employees.
1. System Roles & Quick Start (किस रोल को क्या दिखता है)
BharatHR me Role-Based Access Control (RBAC) hai. Har user apni responsibilities ke anusaar dashboard dekh sakta hai.
Superadmin (Platform Owner)
Master console for creating companies, managing global subscriptions, and server health.
- • URL:
/superadmin - • Nayi companies/tenants provision karein
- • Global module pricing configure karein
- • Reseller Whitelabel licensing grant karein
Company Admin (Business Owner)
Full control over company operations, billing, sales CRM, HR policies, and integrations.
- • URL:
/dashboard - • Module Store se naye features activate karein
- • WhatsApp API & UPI QR configure karein
- • Executive Morning Briefing check karein
HR Manager
Manages headcount, attendance rosters, leaves, statutory PF/ESI payroll, and Form T.
- • Employees add & onboard karein
- • Monthly payroll run karein with 1-click
- • Leave applications approve/reject karein
- • Statutory Form T Muster Roll generate karein
Sales Executive
Focuses on closing incoming leads, sending proposals, and tracking targets.
- • Leads ko drag-and-drop Kanban me move karein
- • Quotations generate karke E-Sign link bhein
- • Monthly target attainment & commission dekhein
- • WhatsApp templates se instant reach-out karein
Accountant / Billing Manager
Manages GST tax invoices, partial payments, receivables, and CA audit exports.
- • Quotations ko 1-click me invoice me convert karein
- • Cheque/UPI/NEFT payments record karein
- • Invoices ko PDF me export karein
- • Universal CSV Excel export generate karein
Employee Self-Service (ESS)
Personal employee portal for clock-in, payslips, leaves, tax declarations, and LMS.
- • URL:
/portal - • Mobile / Web se Punch In / Out karein
- • Monthly salary slip PDF download karein
- • Form 12BB tax investment proof upload karein