Knowledge Base
Guides and documentation for the Colo Workspace admin and client portals.
Admin / Staff Portal
16 guidesGetting Started — Registration & Login
If you belong to more than one workspace:
Dashboard
The Dashboard is the first screen you see after logging in.
Customers
Customers are the foundation of Colo Workspace.
Projects
Projects are the central hub that ties together tasks, invoices, contracts, proposals, timesheets, and expenses.
Tasks
Tasks can be standalone items or linked to a specific project.
Proposals
Proposals let you send a detailed quote to a customer before work begins.
Invoices
Invoices are used to bill customers for completed work.
Contracts
Contracts define the terms of your engagement with a customer.
Timesheets & Time Tracking
Colo provides two ways to track time: a built-in live timer and manual time entry.
Finance
The Finance module covers payments, expenses, services, tax rates, currencies, payment modes, and payment gateway configuration.
Reports
The Reports module gives you a comprehensive view of your business performance across all modules.
Settings
The Settings module lets you configure your workspace, look-and-feel, reference data, and email templates.
Team Members
Team members are the staff who work inside your workspace.
Calendar
The Calendar gives you a visual overview of events, deadlines, and scheduled activities.
Chat & Notifications
Colo includes an internal chat system so your team can communicate without leaving the workspace, as well as a notification centre for system alerts.
Workspace Management
Colo supports multiple workspaces under one account.
Client Portal
8 guidesGetting Started — Client Portal
The Client Portal is a secure, dedicated area where clients can view their projects, invoices, contracts, proposals, and communicate with the team.
Client Dashboard
The dashboard is the first page you see after logging in.
Client Projects
The Projects section lets you track the progress of work being done for you.
Client Invoices
The Invoices section shows all invoices issued to you.
Client Contracts
The Contracts section shows service agreements sent to you.
Client Proposals
Proposals are quotes sent to you before work begins.
Client Files
The Files section gives you access to all documents your service provider has shared with you, as well as files attached to individual projects.
Client Profile
The Profile section lets you update your personal and company information, change your password, and upload your logo.