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When to Delete a Desk You ran a pilot “Beta Test” Desk that never went live. You permanently closed one of your “Office” desks. Deletion is permanent: All membership links and any Desk-specific workflows disappear. Only manually created Desks can be del...

The Employees module is designed to manage your team members. In this module, you can view and modify all employee information. Employees are assigned to specific projects and desks, and can also be managers for clients. The Employees module is your central h...

Whether you need to update a user’s details, reassign them to different Projects, or completely revoke their access, the Employees module gives you a single place to do it. Follow the steps below, using the numbered calls out to guide you through each action. ...

In Wifox Business Core Solution, employees with restrictive roles (e.g. “View Own”) must be explicitly granted access to each Project and, optionally, to specific Desks. Follow these steps to assign an employee to their workspace: Note: If you have assigned a...

Editing an employee lets you keep your team’s access, credentials, and schedules up to date as roles evolve or people move between teams. Use this guide whenever you need to: Promote or demote someone (change their Role or Type) Correct a misspelled ...

Use the Search and Filter tools in the Employees list to find anyone on your team—whether you know exactly who you’re looking for or just need to narrow down by date, desk, or other attributes. 1. Open the Employees List In the left-hand navigation menu, clic...

Deactivating an employee suspends their access without removing their record; this preserves audit history and any associations (tickets, notes, etc.) while preventing further logins or assignments. If you need to remove someone, use Delete instead permanently...

The Clients module is designed to grant access to all clients stored within the CRM, based on your access permissions. Depending on your role, you can view clients linked to specific desks or projects. You can assign a client to a project, and then optionally...

Use the Clients module to add key contacts or corporate accounts into Wifox. Depending on your business model, you can onboard Business clients via a guided wizard (including company details, ultimate-beneficial-owner, and additional contacts), or quickly spin...

Once a client exists in Wifox, you can fine-tune their profile, track interactions, upload documents, and manage accounts—all from the Edit window. Follow these numbered steps to ensure nothing is overlooked. After creating a client, the Edit window will open...

The “Reassign” action lets you bulk‐update key client attributes—Desk, Manager, and Status—all at once. This is useful when, for example, you need to move several clients to a different desk or change their status en masse. Use Cases  Transferring Clients ...

Efficiently managing your client base requires both pinpoint searches and flexible filtering. In the Clients tab, the built-in Search field lets you instantly find individual records by ID, name, email or phone, while the Filter panel enables you to segment yo...

Sometimes you need to remove a client from active workflows—whether they’ve closed their account, gone dormant, or require review—while still retaining their history for auditing and reporting. Deactivating a client keeps their record in the system (visible to...

The Roles module is the heart of your access-control framework in Wifox Business Core Solution. It defines who can do what—from viewing sensitive client data to performing high-impact administrative tasks. By grouping discrete system capabilities (like “view c...

Creating a custom Role in Wifox Business Core Solution lets you precisely control which modules and actions your employees can access. Below is a fully expanded walkthrough, including all settings, options, and caveats. There are 2 types of roles you can crea...

Before assigning permissions or troubleshooting access issues, it’s crucial to know exactly who holds each role in your system. Viewing assigned users helps you audit permissions, ensure the right team members have access, and quickly spot any misconfiguration...

When your organization has many custom roles, finding the exact one you need can be cumbersome. The search functionality in the Roles module lets you instantly locate any role by name or partial keyword—saving time and reducing errors when assigning permission...

Over time, your organization’s needs may evolve: you might need to grant additional permissions to an existing role or tighten access in response to security changes. The Edit Role function lets you fine-tune an existing role’s permissions—adding or removing r...

When a role is no longer needed—perhaps because you’ve reorganized teams or replaced it with a more accurate permission set—you can permanently remove it from your system. Deleting a role is irreversible, so it’s important to ensure that no active employees re...

The Requests module centralizes all client-initiated actions—support tickets, callback requests, document submissions, feature requests, and more—ensuring every interaction is tracked, assigned, and resolved in context. Key features include: Project & Cli...