Documentation For Set Up

Welcome

This Documentation file will guide you through the installation and configuration of the product.

While the installation process is rather simple, some of the instructions presented here will require a minimum understanding of working with databases and managing files on a server.

If you’re not familiar with the following steps, feel free to reach out to our support

License

• Regular License

  Use, by you or one client, in a single end product which end users are not charged for. The total price includes the item price and a buyer fee.

• Extended License

  Use, by you or one client, in a single end product which end users can be charged for. The total price includes the item price and a buyer fee.

• Please purchase an Extended License if you are going to sell as a service. Envato License Policy

Installation

Creating A New Database

Before installing, you will need to create a new database. If you already know how to do this or have already created one, skip to the next step. Please use an empty database. In most cases, you should be able to create a database inside your server control panel.

Useful resources

cPanel – MySQL Database Wizard

Plesk – Website databases

Now you need to create a new user. On the same page go to Create a New Database user

Now add the user to the database

Select full database permissions for that user

Uploading Files

On some operating systems, the dotfiles are hidden by default. Before starting to upload the files, please make sure your file explorer has the option to view hidden files turned on.

After creating a database, upload what’s inside the main_file folder on the web root folder of your domain. This folder is generally called public_html, html, or example.com, but depending on your server’s configuration, it might be named differently.

Useful resources

cPanel – File Manager

Plesk – Uploading Content with File Manager

Installation Wizard

To start the installation wizard, please visit:

yourdomain.com/install

Now you should see the installer. In the welcome screen. hit the “Check Requirements” button.

System Requirements

After clicking the “Check Requirements” button, the installation wizard will check your server. if everything is OK, hit “Check Permissions” to go to the next step.

Directory Permissions

In this step, you’ll be asked to set the appropriate permissions for the directories listed in the installation wizard:

To change permissions, please type sudo chmod 777 directory_name in the terminal window. For example sudo chmod 777 app

Useful resources

cPanel – Update file or folder permissions

Plesk – Setting file and directory access permissions

Database/Environment Setting

In this step, you’ll be asked to fill in your database credentials

Exit

If everything is configured correctly, you can now exit the installation wizard.

You will get the default login details once you complete the installation process.

Default Login Details

Select ProductWorkDo DashE-commerceGoERPGoERPGo SaaSStoreGoStoreGo SaaSvCardGovCardGo SaaSWhatsStoreWhatsStore SaaSLMSGoLMSGo SaaSTasklyTaskly SaaSAccountGoAccountGo SaaSTicketGoTicketGo SaaSAdvocateGoAdvocateGo SaaSWorkGoWorkGo SaaSHRMGoHRMGo SaaSLeadGoLeadGo SaaSPosGoPosGo SaaSTaskGoTaskGo SaaSCRMGoCRMGo SaaSClockGoClockGo SaaSSalesySalesy SaaSRotaGoRotaGo SaaSCMMSGoCMMSGo SaaSAnalyticsGoAnalyticsGo SaaSAIGo SaaS

CPanel Installation Guide:

This video is a complete guide to how you can install the product with the help of CPanel. Here you will get clear instructions for the CPanel Installation process

Plesk Installation Guide:

This video is a complete guide to how you can install the product with the help of Plesk. Here you will get clear instructions for the Plesk Installation process.

Upgrade Process

• Before making an update, always remember to do a complete backup of your website.
• If you’ve made any modifications to the language string, your changes will be lost. You can find your old edited language file in resources/lang but that will be lost as the new version has a new language file. So it’s recommended that you take a backup of those files for reference if you ever need them again.
• If you’ve made any modifications to software files, your changes will be lost.
• We’re not responsible for the data lost during a manual update.
• Make a backup of the .env config and .htaccess files located on your server.
• Upload and replace all the files on your server with what’s inside the main_file folder.
• Restore your .env config file and .htaccess on your server.
• Log in and follow the update wizard.

Language Manager

To get information about the language manager, click on the link given below. https://workdo.io/documents/language-manager/

Time Tracker

To learn about the time tracker feature, you can click on the link given below. https://workdo.io/documents/time-tracker/

Email SMTP Settings

To learn about the email of Smtp settings, click on the link given below. https://workdo.io/documents/email-smtp-settings/

Storage Settings

This link will give you all the information regarding the storage settings. https://workdo.io/documents/storage-settings/

Slack

• Head over to this page and create a new Slack app.
• Envet the app name, choose a workspace, and click Create app.
• Next, go to the app settings page select incoming Webhooks, and click the toggle switch to Activate Incoming Webhooks
• Refresh the page (if it does not do so automatically) and click a new option that just appears L Add New Webhook to Workspace
• Pick a channel that the app will port to and click Authorize your app. If it’s a private channel, you must first be in the channel.
• Once you’re sent back to your app settings, you should see a new Webhook URL which you can now copy over to the app.
• To generate the API key, you can follow this link: https://api.slack.com/messaging/webhooks

Telegram

To generate the API key, you can follow this link: https://www.loom.com/share/f0391420203843b6a6cc8d9241af5693

Twilio

• Log into your Twilio account.
• You can find your Twilio details on the homepage after you log into your Twilio account.
• For more information on getting Twilio API Keys, please visit this page
• To generate the API keys follow this link: https://www.twilio.com/docs/iam/access-tokens

Zoom

• To find the Zoom Account ID, Zoom Client ID, and Zoom Client Secret you can check out this video.

Pusher

Click on this link to learn about the Pusher. https://workdo.io/documents/pusher/

Custom Landing Page

This link will give you all the information regarding the custom landing page.
https://workdo.io/documents/custom-landing-page/

FAQ