Elite Office Suite User & Administrator Manual

About This Manual

This manual describes the current Elite Office Suite staff workspace represented in the source package supplied on September 28, 2026. It covers the screens and actions exposed by that build. Some navigation items appear only when the signed-in user has the corresponding ability.

The Call Center has its own companion manual. This manual includes only a short overview of the phone-related areas that appear inside the Elite workspace.

Quick Start

Use this sequence when onboarding a new organization or staff member.

1. Sign in with your Elite email address and password. Select Keep me signed in only on a trusted device.
2. Confirm the left navigation shows the work areas you need. If a menu item is missing, ask a Team Administrator to review your assigned abilities.
3. Open Dashboard to see current work, today's events and communication shortcuts.
4. Use Tasks for assignments and due dates; use Calendar for meetings, reminders, deadlines and recurring events.
5. Use Messages for one-to-one staff conversations and Collaborations for shared workspaces that combine members, tasks, meetings and existing files.
6. Use Meetings to create an immediate video room and, when needed, copy a private guest invitation link.
7. Use Files for private staff documents, manuals, installers and other organization resources.
8. Use AI Assistant for draft analysis and guidance. The current copilot is read-only: it does not send messages or change records automatically.

1. Signing In and Accepting an Invitation

Elite supports normal sign-in and invitation-based account onboarding.

Sign in

1. Open the Elite sign-in page.
2. Enter Email address and Password.
3. Optionally select Keep me signed in.
4. Select Sign In.

Accept a team invitation

A Team Administrator creates an invitation for an email address and selects the abilities the user will receive. In the current build, Elite displays a private invitation link for the administrator to copy; Elite is not sending the invitation email automatically yet.

1. Open the invitation link supplied by the administrator.
2. Enter your Name.
3. Create a Password and enter it again in Confirm password.
4. Select Create Account & Accept.
5. Sign in to Elite with the invited email address.

2. Navigation, Organizations and Abilities

The left sidebar is capability-aware. Elite shows only the areas the signed-in staff member is allowed to use.

Dashboard is the staff home page. Administration sections appear only when the required management ability and route are available. The active organization and its timezone determine which records and calendar times are shown.

3. Dashboard

Dashboard summarizes the organization's current work and provides shortcuts to the areas available to the signed-in user.

• Personal greeting based on the organization timezone.
• Open task count and a short list of current tasks, ordered with due work and higher priorities surfaced first.
• Today's event count and calendar shortcuts.
• Communication shortcuts for Messages, Mail, Calls & Voicemail, Meetings, Files, Collaborations and AI Assistant when those abilities are enabled.

4. Team Administration

Team Administration manages organization membership, active status and abilities.

Members

1. Open Team or Users & Permissions.
2. Expand Assigned Abilities for a member.
3. Select or clear only the abilities that person needs.
4. Select Save Abilities.
5. Use Active organization access to enable or disable the member's organization access, then select Save Status.

Invite a user

1. Enter the user's Email address.
2. Select the abilities the user should receive on acceptance.
3. Select Create Invitation.
4. Copy the generated invitation link and send it to the user yourself.
5. Use Pending Invitations to create a New Link or Cancel an outstanding invitation.

Elite blocks duplicate membership invitations and a second pending invitation for the same email address.

5. Marketing Pipeline

The current Marketing area is a staff CRM / beta-recruitment pipeline for tracking prospects from first contact through testing and conversion.

Pipeline stages and priorities

Add a lead

1. Open Marketing and select Add Beta Lead.
2. Enter Name and Email.
3. Optionally enter Company / Catalog, Role / Position and Catalog / Company Size.
4. Choose Lead source, Pipeline stage and Priority.
5. Assign staff if appropriate and set Next follow-up if known.
6. Add Initial context and Internal notes as needed.
7. Select Add to Pipeline.

Work a lead

1. Open a lead from Marketing Pipeline.
2. Update Stage, Priority, Assigned staff, Next follow-up and Internal notes, then select Save Lead.
3. Use Compose Email to open the local mail client for the lead address.
4. Use Record activity to add a Note, Email, Call or Meeting entry describing what happened and what comes next.
5. Review Activity history and the Lead information panel before the next follow-up.

The pipeline dashboard includes totals, prospects, testing counts and follow-ups due. Search and stage filters help narrow the list.

6. Tasks

Tasks track assignments, priority, due dates and completion status.

Create a task

1. Open Tasks.
2. Enter Task and optional Notes.
3. Choose Assign To. The create form defaults to the current user unless changed.
4. Choose Priority and optional Due date/time.
5. Select Create Task.

Filter and manage tasks

• Use status, priority and assignment filters; quick views include Open, My Tasks, Overdue and Due 7 Days.
• Select Edit to change task details.
• Select Complete to close active work; select Reopen to return a completed task to active work.
• A task may display Client and Project context when that relationship already exists in the data.

7. Calendar and Recurring Events

Calendar handles staff events in the organization timezone and supports recurring daily, weekly and monthly schedules.

Add an event

1. Open Calendar and select Add Event or + New Event.
2. Enter Title, Type and optional assignee.
3. Set Starts and optional Ends.
4. Add Location and Notes if needed.
5. Select All day when appropriate.
6. Configure Repeat if the event recurs.
7. Select Add to Calendar.

Recurring schedules

• Daily, weekly and monthly recurrence are supported.
• The recurrence interval can be adjusted with Every.
• Weekly events can repeat on selected weekdays.
• Monthly events can use the same calendar date or an ordinal weekday such as First Monday or Last Friday.
• A same-date monthly event skips a month when that calendar date does not exist.
• A recurring series can end Never, On date, or After number of occurrences. The first event counts as occurrence #1.

Edit or cancel recurrence

When editing a recurring occurrence, the current UI can save only that occurrence or cancel that occurrence. It also provides a separate option to cancel the entire series. When editing the series itself, Save Entire Series updates the recurring series.

Calendar video meetings

For a scheduled, non-recurring event whose Type is Meeting, the edit screen can start a video meeting or rejoin the active meeting. The current build does not expose the Start Video Meeting action for recurring events.

8. Company Mail

Company Mail is an optional bridge to the organization's existing email service.

• Open Webmail launches the organization's mailbox/webmail destination when configured.
• Configure Email opens the email configuration area when available.
• Company SMTP is used for outbound platform email.
• Elite can operate without company email configured.
• The current page states that SMTP credentials are stored encrypted and that inbox/mailbox access remains with the organization's email provider.

9. Collaborations

Collaborations are shared staff workspaces that keep people, meetings, tasks and existing staff files together.

Collaboration statuses in the current build are Active, Completed and Archived. Task priorities are Low, Normal, High and Urgent.

10. AI Assistant

Staff AI Copilot analyzes verified internal context and produces draft guidance. It is intentionally non-transactional in the current build.

1. Open AI Assistant.
2. Choose a Task.
3. For lead-specific tasks, select a Lead.
4. Optionally enter Instructions or context (up to 3,000 characters).
5. Select Generate.
6. Review the Copilot response and Recommended next step before using them.

A compact Ask Copilot widget may also appear in the staff layout when the AI ability is enabled. Quick questions are limited to 1,500 characters in the current controller.

11. Messages

Messages provides direct staff conversations within the organization.

1. Open Messages.
2. Choose a person from Staff Directory or open an existing conversation.
3. If starting a new conversation, select the staff member to create/open that conversation.
4. Enter a Message and select Send Message.
5. Use Back to Inbox to return to the conversation list.

Message bodies are limited to 10,000 characters in the current build.

12. Meetings and Guest Access

Meetings creates secure video rooms for staff and supports private guest invitation links.

Start a meeting

1. Open Meetings.
2. Optionally enter a Meeting title (up to 180 characters).
3. Select Start Meeting.
4. The room opens immediately. Use Open in New Window if you prefer a separate browser window.

Invite an outside guest

1. Open the active meeting.
2. Copy the Guest invitation link with Copy Invite Link.
3. Send the private link to the guest.
4. The guest enters Your Name and selects Join Video Meeting while the room is active.

End a meeting

When the signed-in user is allowed to end the room, the meeting page shows End Meeting. Ending the meeting stops the application from issuing new join tokens for that meeting.

13. Files

Staff Files is private organization storage for documents, resources, software packages and other staff downloads.

Upload a file

1. Open Files and select Upload File.
2. Enter Title and choose Category.
3. Optionally enter Version, Description and Release Notes.
4. Optionally select Mark as current release for this category.
5. Choose the File and select Upload File.

The Files dashboard reports Server Free Space, Total Files, Total Downloads and Storage Used. File rows show title, category, version, size, download count, upload date and actions such as Download or Delete when available.

14. Appearance

Appearance lets the user select an Elite visual theme.

1. Open Appearance.
2. Choose the preferred theme.
3. Select Save Appearance.
4. Return to Dashboard.

15. Phone and Calls Overview

Phone features are integrated into the Elite staff workspace when Call Center access is enabled.

• Phone provides the browser phone interface, including Enable Phone, Call, Answer, Reject, Hang Up and Mute.
• Calls & Voicemail provides call activity, voicemail and staff follow-up controls.
• Call Directory lists visible internal extensions and provides Call actions.
• Management screens - Departments & Queues, Phone Menus, Announcements and Extensions - require call-management access.

See the separate Elite Call Center User & Administrator Manual for setup, queue routing, IVR, extensions and agent workflows.

16. Troubleshooting and Support

Start with the visible symptom and the user's assigned abilities.

Support information

The public support site currently advertises business-hours support Monday-Friday, 9:00 AM-5:00 PM Pacific Time. When contacting support, identify the page, the action attempted, the exact error, and whether the issue affects one user or the whole organization.

Appendix A - Reference Values

Appendix B - Administrator Checklist

• Keep at least one active Team Administrator.
• Give users only the abilities needed for their work.
• Send invitation links manually until automated invitation email is added.
• Confirm the organization timezone before relying on calendar times.
• Review Company Mail configuration if outbound invitations/notifications are required.
• Use Staff Files category/version/current-release metadata consistently.
• Treat AI output as draft work and keep a human review step.
• Use the Call Center manual for telephony administration.