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Documentation

Optiviera Documentation

Everything you need to manage your business in one platform

Optiviera is an all-in-one cloud ERP + CRM + HelpDesk platform. This page covers all modules, user roles, key concepts, and developer resources.

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Getting StartedModulesRolesKey ConceptsTech StackAPI ReferenceFAQ

Getting Started

Up and running in minutes

1

Create Your Account

Register at /register to create your organization. Your first user is automatically assigned the Admin role.

2

Configure Your Tenant

Go to Settings → Tenant to set your company name, currency, timezone, tax info, and preferred language.

3

Set Up Departments

Create your organizational hierarchy in Settings → Departments. Assign positions and link permissions to each position.

4

Invite Your Team

Add employees in the HR module. Assign them to departments and positions to control their module access automatically.

5

Start Working

Create your first ticket, customer, or sales order. All data is fully isolated within your tenant from day one.

Platform Modules

12 integrated modules covering every aspect of your business

Helpdesk & Tickets

End-to-end IT helpdesk with SLA tracking, priority management, and comment threads.

  • Ticket creation & assignment
  • SLA tracking & status workflow
  • Priority levels
  • Comments & attachments
  • Work order linking
  • Export to PDF/Excel
View docs

CRM

Full sales pipeline management from lead capture to opportunity close.

  • Customer database
  • Lead tracking
  • Opportunity pipeline
  • CRM performance metrics
  • Link to sales & invoicing
View docs

Human Resources

Manage your workforce, departments, positions, leaves, and performance reviews.

  • Employee records & profiles
  • Department hierarchy
  • Leave requests & approvals
  • Performance evaluations
  • Payroll integration
View docs

Payroll

Automated salary calculation with country-specific payroll rules, tax config, and period locking.

  • Automated payroll calculation
  • Configurable rule sets
  • Tax & holiday management
  • Period locking
  • Payroll export

Finance & Accounting

Full double-entry accounting: invoices, payments, journal entries, bank reconciliation, and period close.

  • AR & AP invoicing
  • Journal entries & GL
  • Bank reconciliation
  • Tax reports & VAT
  • Financial period close
  • e-Invoice (DE/TR)
View docs

Sales

Manage the full sales cycle: quotations → orders → deliveries → invoices.

  • Quotation builder
  • Sales orders
  • Delivery tracking
  • Delivery notes (PDF)
  • Auto-invoice from orders
View docs

Procurement

Purchase requests, orders, goods receipts, and PO matching with suppliers.

  • Purchase requests
  • Purchase orders
  • Supplier management
  • Goods receipt tracking
  • PO matching
View docs

Inventory

Product catalog, stock movement history, and low-stock alerts.

  • Item catalog & SKU
  • Stock movements log
  • Low-stock alerts
  • Inventory reports
  • Linked to sales & procurement
View docs

Work Orders

Create and track field or internal work orders, linked directly to helpdesk tickets.

  • Work order creation
  • Line item management
  • Status tracking
  • Employee assignment
  • Ticket → Work order flow
View docs

Reports & Analytics

Built-in financial, operational, and business metric reports with PDF/Excel export.

  • Financial reports (P&L, balance sheet)
  • Ticket & HR analytics
  • Sales & procurement reports
  • KPI dashboard
  • Export to PDF/Excel
View docs

Users & Permissions

Role-based access control with position-level permission management.

  • Admin & Employee roles
  • Position-based permissions
  • Per-module granularity
  • Multi-language support
  • Avatar & profile management
View docs

Operations (SuperAdmin)

Platform-wide tenant management, system health, audit logs, and monitoring. Restricted to @optiviera.com accounts.

  • Tenant CRUD
  • Platform audit logs
  • System health dashboard
  • Prometheus/Grafana metrics
  • Platform support tickets

User Roles & Permissions

Granular access control across every module

Admin

Tenant Level

Full access to all modules within the tenant. Can manage users, settings, billing, departments, and positions.

  • All module access (view, create, update, delete, export)
  • User & permission management
  • Tenant settings & billing
  • Department & position hierarchy
  • Audit log access

Employee

Tenant Level

Default role for all staff members. Access is determined by the permissions attached to their position.

  • Module access based on assigned position
  • Create & view own tickets
  • Add & edit own comments
  • View profile & update preferences
  • No billing or settings access by default

SuperAdmin

Platform Level

Optiviera staff only (@optiviera.com / @optiviera.de). Cross-tenant access for platform administration and monitoring.

  • All tenant data (cross-tenant)
  • Tenant create / suspend / delete
  • Platform metrics & system health
  • Force-delete protected records
  • Platform support ticket management

Each module supports fine-grained permissions: view, create, update, delete, manage, export. Finance additionally supports postJournalEntry, approveInvoice, closePeriod. Payroll supports calculate, approve, lock. Permissions are assigned per position in Settings → Positions.

Key Concepts

Core architecture principles behind the platform

Multi-Tenancy

Every record carries a TenantId. Data is fully isolated between organizations at the database level — no tenant can ever access another tenant's data.

JWT Authentication

Login returns a signed JWT (HS256). The token carries userId and tenantId. All API calls are automatically scoped to your tenant.

Position-Based Permissions

Permissions are attached to positions (e.g. 'Accountant', 'Support Agent'). Assigning an employee to a position instantly grants the right access.

Audit Logging

Every create, update, and delete is recorded with before/after JSON snapshots, user identity, timestamp, and entity type.

8-Language i18n

The entire UI is available in English, German, French, Italian, Spanish, Polish, Dutch, and Turkish. Users set their preferred language in their profile.

Period Locking

Finance and payroll periods can be locked to prevent retroactive changes. Locked periods require SuperAdmin or explicit unlock permission to reopen.

Tech Stack

Modern, scalable, and secure by design

Backend

  • ASP.NET Core 8Web API framework
  • Entity Framework CoreORM with Pomelo MySQL provider
  • MySQL 8Primary relational database
  • JWT BearerAuthentication (HS256)
  • HangfireBackground job processing
  • Swagger / OpenAPIAuto-generated API docs

Frontend

  • Nuxt 3 / Vue 3SSR-capable app framework
  • PrimeVue 4UI component library (Aura theme)
  • PiniaState management
  • TypeScriptStrict type safety throughout
  • @nuxtjs/i18n8-language internationalization
  • SCSSCustom theming & design tokens

Observability

  • PrometheusMetrics collection
  • GrafanaDashboard & alerting
  • PostHogProduct analytics
  • Audit LogsBuilt-in change tracking

Integrations

  • StripeSubscription & billing
  • SEPAEU payment transfers
  • e-InvoiceDE / TR e-Fatura compliance
  • PDF / ExcelExport across all modules

API Reference

RESTful API with full Swagger/OpenAPI documentation

Auth

  • POST /auth/register
  • POST /auth/login
  • GET /auth/me

Tickets

  • GET /tickets
  • POST /tickets
  • PUT /tickets/{id}
  • DELETE /tickets/{id}
  • GET /tickets/{id}/comments
  • POST /tickets/{id}/comments

Finance

  • GET /invoices
  • POST /invoices
  • GET /journal-entries
  • POST /journal-entries
  • GET /bank-accounts
  • POST /bank-reconciliation

HR & Payroll

  • GET /employees
  • POST /employees
  • GET /departments
  • POST /payroll/calculate
  • GET /leaves
  • POST /leaves

Sales

  • GET /sales-orders
  • POST /sales-orders
  • GET /quotations
  • POST /quotations
  • GET /deliveries
  • GET /customers

Procurement

  • GET /purchase-orders
  • POST /purchase-orders
  • GET /suppliers
  • POST /goods-receipts
  • GET /purchase-requests

Inventory

  • GET /items
  • POST /items
  • GET /stock-movements
  • GET /items/low-stock

Settings

  • GET /tenant
  • PUT /tenant
  • GET /permissions
  • GET /positions
  • GET /priorities
  • GET /users
Base URL: https://optiviera.com/api
Authentication: JWT Bearer token — include Authorization: Bearer [token] in every request. All endpoints are tenant-scoped; the token carries the tenant context automatically.

Frequently Asked Questions

Common questions answered

Can multiple organizations use the same platform?
How are permissions assigned to employees?
Which languages does the platform support?
How does ticket SLA tracking work?
Can I export data to Excel or PDF?
What is a Work Order and how does it relate to a Ticket?
How does accounting period locking work?
Is the API available for external integrations?

Need more help?

Our team is ready to assist you with any questions about the platform.