Welcome to the KW Group Unified Platform
The KW Group platform is a fully integrated business management solution that unifies every tool your team needs into a single, coherent interface. From handling customer support tickets to managing HR records, running remote monitoring, signing documents, and making phone calls — everything lives here.
Key Modules
The platform is organised into five launcher groups in the top bar. Open the 9-dot grid to switch between modules.
Operations
- Helpdesk — Manage customer support tickets from creation through resolution. Supports email intake, SLA tracking, macros, automations, and time tracking.
- RMM — Remote Monitoring & Management for endpoints. Windows / Linux / macOS agents report device health every ~60 seconds, with alerts, scripts, and remote control.
- Uptime — Public status page (
/status) showing per-service health. Configurable at Admin → Health. - Assets — Register and track hardware / software assets. Categories, locations, check-in / check-out, warranty alerts.
Sales & customers
- CRM — Single source of truth for all customer relationships. Contacts, companies, deals, notes, and activities all link together and surface on related tickets and projects.
- Customers — Customer-level (company) view: tickets, contacts, assets, projects, contracts, billing at a glance.
- Billing — Per-tenant invoicing. Monthly billing run aggregates ticket time + device fees. InvoiceNinja integration for delivery.
- E-Sign — Create reusable document templates with drag-and-drop signature and form fields. Send signing requests by email; signers sign in their browser with no login required.
- Marketing — Email campaigns: build audiences from CRM contacts, design emails, schedule sends, track opens and clicks.
Delivery
- Projects — Track internal and client-facing projects with tasks, milestones, team members, and linked tickets. Supports public and private share links.
- Calendar — Unified calendar of project tasks and milestones across everything you have access to.
- Meetings — Schedule and run video meetings (Jitsi or external URL). In-meeting chat, participant management, recording.
- Timesheets — Daily time tracking across tickets, projects, and general work. Week / day views with billable and project rollups.
Knowledge & people
- Knowledge Base — Publish help articles and internal documentation. Full-text search, category tree, public and draft statuses. Embed articles in ticket replies.
- People — Full employee lifecycle: onboarding, offboarding, leave requests, payroll records, performance reviews, and an org-chart view. Permission-gated so only HR admins see salary data.
- Vault — Secure password and secret storage backed by Vaultwarden. Each tenant has a scoped instance accessible from the Vault tile.
- Design studio — Branding and template editor for logos, email headers, KB themes, and PDF exports. Public read-only share links for design review.
Communications & system
- Team chat — Internal messaging channels and DMs, with slash commands, channel folders, reactions, and unread tracking.
- Live chat — Customer-facing live chat widget embedded on your website. Agents pick up waiting sessions from the Chat queue. Sessions convert to helpdesk tickets with one click.
- Softphone — Browser-based SIP softphone. Make and receive calls from any device. Click-to-dial from ticket and contact pages. Call recordings stored in MinIO.
- Call log — Every softphone call (direction, duration, linked ticket and contact, recording playback).
- API explorer — In-portal OpenAPI explorer for trying endpoints. Per-role visibility (only shows endpoints your role can hit).
- Admin — Configuration hub. Org / branding / users / integrations / licence / health. SUPER_ADMIN + ADMIN only.
Navigation
The left sidebar contains icons for every module your role can access. Hover to see the module name. Click the KW Group logo at the top to return to the dashboard.
Switching Tenants
If your account is a member of multiple tenants (e.g. you are a member of the admin tenancy and one or more customer tenancies), a tenant switcher appears at the bottom of the sidebar. Click it to open a dropdown of available organisations and select the one you want to work in. The page reloads scoped to that tenant.
Search
The global search bar (⌘K / Ctrl+K) searches across tickets, contacts, customers, assets, and KB articles simultaneously.
Notifications
The bell icon in the top-right shows unread notifications. Click to open the inbox dropdown. Notifications are generated by SLA breaches, ticket assignments, comments on your tickets, and approval requests.
User Profile
Click your avatar (top-right) to access your profile, preferences, notification settings, and to sign out. Your presence indicator (green = Online, amber = Away, red = Busy, grey = Offline) updates automatically based on activity.