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What Triovative does
Understand the workspace modules and their current limits.
Visitor · Employee · Administrator · OwnerTriovative product guides
Find your way through work, people, and finance.
Step-by-step help for visitors, employees, workspace administrators, and owners. These guides are available without signing in.
34 guides
Start here
Start a trial or request a demo
Learn how verified trial registration, controlled onboarding, and customer invitations work.
Visitor · OwnerStart here
Owner first steps
Set up branding, people, email, finance, tasks, and attendance.
OwnerStart here
Administrator first steps
Start team operations within administrator permissions.
Administrator · OwnerStart here
Employee first steps
Set up your profile, make a task, and record attendance.
Employee · Administrator · OwnerAccess and roles
Sign in and manage your password
Use your workspace URL, accept an invitation, and recover access.
Employee · Administrator · OwnerAccess and roles
Workspace roles and permissions
See what employees, administrators, and owners can do.
Visitor · Employee · Administrator · OwnerTasks and files
Plan and update your tasks
Create tasks, set dates and priority, track status, and export work.
Employee · Administrator · OwnerTasks and files
Work on actions assigned to you
Review assigned subtasks, progress, filters, and completion.
Employee · Administrator · OwnerTasks and files
Use notes, subtasks, and attachments
Record progress and share files within permitted tasks.
Employee · Administrator · OwnerTasks and files
Set reminders and export your work
Manage personal reminder preferences and task exports.
Employee · Administrator · OwnerWorkspace administration
Manage tasks across the team
Filter, review, reassign, bulk update, and report on team tasks.
Administrator · OwnerAttendance
Punch in and out
Submit a live selfie and browser location for attendance.
Employee · Administrator · OwnerAttendance
Request an attendance correction
Propose effective times and follow an administrator decision.
Employee · Administrator · OwnerAttendance
Manage attendance policy, shifts, and sites
Configure attendance rules, assignments, and correction review.
Administrator · OwnerLeave
Request and track leave
Check balances, submit leave, review decisions, and cancel eligible leave.
Employee · Administrator · OwnerLeave
Manage leave policies and decisions
Review requests, adjust balances, and create owner-only policy versions.
Administrator · OwnerPayroll estimates
Understand your draft payroll estimate
See how attendance, approved leave, and pay inputs affect the estimate.
Employee · Administrator · OwnerPayroll estimates
Configure payroll inputs and holidays
Set employee pay components, workweek, currency, and holidays.
Administrator · OwnerBusiness Finance
Set up Business Finance
Configure owner-only business settings and accounts, then prepare categories and parties.
Administrator · OwnerBusiness Finance
Record income, expenses, and transfers
Use the management cashbook and understand transaction types.
Administrator · OwnerBusiness Finance
Track dues, borrowings, and settlements
Follow receivables, payables, borrowings, and due dates.
Administrator · OwnerBusiness Finance
Review CSV statements and attach receipts
Import and review statement rows and manage transaction evidence.
Administrator · OwnerBusiness Finance
Read finance reports and alerts
Understand cash, due-date, profit, GST, and TDS estimates.
Administrator · OwnerWorkspace administration
Invite and manage people
Invite employees, manage access status, and preserve work history.
Administrator · OwnerWorkspace administration
Transfer workspace ownership
Understand the owner-only transfer and its safeguards.
OwnerWorkspace administration
Manage branding, workspace settings, and email
Configure the business logo, reminders, and invitation email delivery.
Administrator · OwnerWorkspace administration
Use the dashboard and audit history
Interpret operational measures and review recorded administrative actions.
Administrator · OwnerPlans and billing
Understand plans, trials, and billing
Understand owner-only checkout, payment restrictions, and plan limits.
Visitor · Administrator · OwnerPrivacy and data
Privacy and your workspace data
Understand data boundaries, exports, private files, and privacy requests.
Visitor · Employee · Administrator · OwnerTroubleshooting
Fix sign-in and invitation problems
Find safe steps for expired links, failed email, denied access, and reset issues.
Employee · Administrator · OwnerTroubleshooting
Fix camera and location problems
Resolve common browser permission and accuracy problems before a punch.
Employee · Administrator · OwnerTroubleshooting
Fix upload and CSV problems
Handle file type, size, storage, and statement review errors.
Employee · Administrator · OwnerTroubleshooting
Fix billing and workspace access problems
Understand trial expiry, read-only mode, payment failures, and owner actions.
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