Help

Getting started with OtiumWork

The 5-minute overview — what OtiumWork does, what's captured, how to get tracking.

Launch checklist

Pre-launch readiness checklist — Stripe, GA4, Privacy/Terms, monitoring, support, content. Track status before flipping the switch from beta to paid users.

Desktop client

Install the Windows tray client, configure it, use the tray menu. Covers v1.6.5 — soft-idle detection, magic-link install, in-app reconfigure, lock detection.

My Day

The single page every employee lands on — project tiles, tap to focus, everything captured rolls up under the active tile.

My activity

Audit drawer — raw events, corrections, fine-grained project linking. My Day is now the daily surface.

Projects and clients

Create projects, assign people, track budgets, link to clients.

Vacation (PTO)

Request vacation, track your balance, get manager approval — and feed approved time-off into capacity planning.

AI-drafted weekly timesheet

Click ✨ on any week in /timesheets — Claude writes a professional weekly summary from your captured events.

Team area

The Team area is your people-axis hub — five tabs covering past, present, future, and approvals.

Bulk onboarding — invite your team in one shot

How to invite an entire team at once, from CSV import to first login.

Team view and approvals (managers)

For managers — team overview, per-employee detail, timesheet approvals, expense / vacation approvals, two-step escalation to executive.

Capacity

Per-person × per-week allocation grid — see who's over-booked before it becomes a problem.

Utilization

Managers + admins — billable-vs-total-hours dashboards with target-line overlay.

Business entities & FX

Multi-entity setup — separate business entities (US / India / Switzerland / Ukraine, etc.) with per-entity FX rates that roll up into one company view.

Scenario planner

What-if capacity calculator for managers — no commits, just modeling.

Finance area

The Finance area — labor margin, departments, R&D credit, monthly snapshots, sales, commissions, QB sync. Gated by has_finance_access flag (admin always has it).

R&D tax credit report

US §41 R&D tax credit report — qualified wages and contractor expense, with bulk tagger for retroactive years.

Sales & commissions

Sales + per-deal commission with tiered YTD plans, payment tracking, and payroll payouts.

AR / AP dashboard

Live AR (open sales) + AP (recognized vendor bills) per-entity and consolidated, with aging buckets.

Finance inbox (mailbox scanner)

AI-scan a finance mailbox — extract vendor bills, customer payments, AR/AP docs from email + PDFs and post to monthly snapshots.

Monthly snapshots

Manual monthly entry of AP, AR, cash, MRR, revenue, expenses — for net income, growth, and the exec dashboard.

Partners / resellers (admin)

Manage external resellers — partners, contacts, deal intents, Q&A, training modules.

Company holidays

Company-wide holidays that reduce per-employee weekly capacity. Tier 1 — manual admin entry; personal PTO (Tier 2) is future.

Partner portal

Reseller-facing help — sign in, submit deals, ask technical questions, take certifications.

QuickBooks integration

Per-entity QuickBooks Online sync — pull invoices/bills/payments into monthly snapshots, push closed sales as QB invoices.

HR module

HR — per-employee documents, key dates, certifications, expiry alerts. Gated by the has_hr_access flag (admin always has it).

Reports

Time report, pre-sales investment, exports to CSV/XLSX.

Categories, work types, and departments

Editable per-company taxonomy used to classify every event — categories, work types, departments.

Legal module

Legal — contracts repository, templates, compliance checklists, IP tracker, insurance, litigation log, DSR/GDPR. Gated by the has_legal_access flag (admin always has it).

HR — performance, lifecycle, history

HR-2 + HR-3 — performance reviews, goals/OKRs, 1:1s, onboarding/offboarding checklists, org chart, disciplinary log, salary history.

IT helpdesk

IT helpdesk module — anyone submits, IT triages with priority/due-dates, screenshot uploads, daily morning digest.

Tags

Free-form labels that supplement the fixed category enum — for cross-cutting classifications.

Competitor tracking (your company's)

Track competitor product releases, subscribe to what you care about, feed a dev roadmap.

Login security

Login security model — password + 2FA TOTP for admins/employees, plus email magic-link 3rd factor for the platform owner. Login rate limiting, new-device alerts, active-session view + revoke.

Marketing

Marketing module — per-tenant SEO (Google Search Console), GA4 analytics, blog publishing to WordPress, social-media posting (LinkedIn / X / Facebook).

Roles & access

The three org roles (employee/manager/admin) and the three independent module-access flags (Finance, HR, Legal).

Admin settings (admins only)

Admin-only — settings, AI billing, SMTP, Microsoft 365, employees, rules, uploads.

OtiumWork_Admin section

OtiumWork_Admin section in the sidebar — owner-only. Holds platform-level settings (integrations, analytics, feature tracker, competitor watch, LLM costs, blog).

Analytics dashboard

First-party analytics dashboard at /ops/analytics — pageviews, sessions, top pages, referrers, UTM, signup funnel, AI-source traffic, GSC organic queries, per-page SEO audit. Owner-only.

Feedback + OtiumWork roadmap

How feature requests flow into the product roadmap, how to vote on what ships next, and how the bug pipeline turns into Claude-Code-fixed issues.

Account recovery — what to do when you can't log in

How to get back into your account if you've lost your password, 2FA device, backup codes, or even your email.

2FA — I lost my device

You lost your phone (or your authenticator app got wiped). Here's how to get back in.

I think my account is compromised

You suspect your account is compromised. Here's what to do, in order.

Code-signing the desktop client

Why the OtiumWork desktop client is (or isn't) code-signed, and how to switch it on.

Bulk Events

Connect your Outlook calendar

Customer Tracker

Engineering AI

Manager Event Edit

Profitability Ai Estimator

Teams