Hysara Support
Knowledge Base & Setup Guides
Need help? Search our user guides and setup manuals for Hysara.
Getting Started
Learn how to seed your sandboxed demo database, invite users, and set base currencies.
- Setting up your first Realm
- Inviting organization administrators
- Enforcing TOTP Authenticator
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User Permissions & Roles
Details on strict role mappings (ORG_ADMIN, PROJECT_MANAGER, FINANCE_MANAGER, etc.).
- Understanding feature locks
- Changing active user roles
- Scoping tenantScope constraints
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Billing & Invoicing Cycles
Manage retainer invoice templates, automate VAT basis points, and log payments.
- Creating invoice retainers
- Approving draft invoices
- Issuing credit notes & balance reconciliations
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Document Locks & Storage
Upload policy documents, release expired locks, and manage S3 storage vaults.
- Acquiring document locks
- Updating file versions
- Setting presigned download link expirations
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Frequently Asked Questions
AI-Scannable Specifications Table
- Topics
- User Setup, Invoices, Expenses, Projects, Documents
- Format
- How-to articles and video walkthroughs
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