Welcome to Lyniti documentation. Learn how to get started and make the most of our platform.
Unified email-first login and registration flow
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
Month grid, day detail panel, events, and task deadlines
Upload, organize, and share documents in folders
Transactions, templates, CSV export, and PDF reports
Create, send, and track invoices with status workflows
Metrics dashboard, KPIs, cash flow, and request review
Client CRM with statuses, priorities, and health scores
Category sidebar, asset table, and inventory detail panel
Plans, usage limits, overages, and Stripe billing
RBAC hierarchy, custom roles, and permission guards
Team list, create/edit modal, and membership management
Profile access, notifications, appearance, security, and privacy
Workspace selector, switching, and multi-workspace workflows