RISE - Ultimate Project Manager & CRM

Quick Start Guide

RISE is a stand alone php application. You can download the full source code from codecanyon and install it in your server. You'll get lifetime free updates.
  • Add your customers by going to the Clients view. You can access any view by clicking on the menus from the left sidebar.
  • Add your projects from the Projects view. Once you have created any project, you can add the project members to give them access in the project. In project, you can add tasks, milestones, files, comments, notes, invoices, log time and track expenses. If you would like to track the time of your project, simply you can use the start timer button located in each project details view.
  • Do you have a team and you want to collaborate with them? You can invite or add them manually from the Team members view. Once you've added the team members then you can add the members in your projects, assign them to tasks, send messages, share ideas and files, store their personal, social and work information, etc.
  • Do you want to track attendance or daily time reporting of your team members? This application makes easy to do time reporting. The team members can report the daily time by using the Clock In and Clock Out button located in dashboard. They can also submit the leave applications for their absences.
  • You can create invoices and send the invoices to your clients from the Invoices view. Make sure you have configured your email settings  before sending any email.
  • Do you interested to provide a smart support to your customers? There is a client portal in this application. Your clients can login to the client portal and submit their support tickets. Clients also can send emails and the system can create tickets from that automatically. You can easily manage the tickets from the Support tickets view.
  • To make this application more suitable for your business, please have a look at the Settingspage and change the settings according to your needs.

There are lots of features, to know more please check the full documentation and see the demo. In this documentation, we'll describe different parts.

Installation

Server Requirements
  • PHP v7.3+
  • MariaDB/ MySQL
  • MySQLi PHP Extension
  • Latest cURL PHP Extension
  • Latest mbstring PHP Extension
  • Latest OpenSSL PHP Extension
  • Latest GD PHP Extension
  • Latest intl PHP Extension
  • Latest json PHP Extension
  • Latest mysqlnd PHP Extension
  • Latest xml PHP Extension
  • zlib.output_compression should be disabled

Quick Installation Guide
  • Here is video for more clarification.
  • Unzip the RISE-Ultimate-Project-Manager.zipwhich you have downloaded from the codecanyon and upload the files to your sever using any FTP client or upload directly from cPanel.
  • The file structure should look like this in your public_html folder:
    • /app
    • /assets
    • /files
    • /install
    • /system
    • /updates
    • /writable
    • /index.php
  • Create a MySql Database via your web hosting providers Control Panel (e.g. cPanel). Once you have created the database, remember the following information:
    • Database Name
    • Database Username
    • Database Password
  • Open your web browser and enter the url (http://yourdomain.com or http://yourdomain.com/foldername) in the address bar. Instead of installing it in a sub folder, better to install in main domain or in sub domain.
  • If everything is ok, you should get the installation page.
  • Follow the instructions and click on the Next button. Then enter the database details which you have collected earlier. Finally, enter your name, email and password which will be required to login in the application. Then click on the Finish button and wait a while. The system will create necessary tables in database, files and configuration.
  • That's all! After completing the installation delete the installation folder and login to your dashboard.

Features

A good software can increase your business opportunities, customer & team satisfaction and save your time & money as well. RISE is amazing to meet all of the requirements. No monthly fee... Pay only one time, download full source code and get lifetime free updates!

  • Get leads/customers from estimate request form. Share the estimate request forms in social media or external websites to collect more opportunities.
  • Send estimates to your customers and get more work orders.
  • Send professional invoices to your clients in different currencies. Invoices could be linked with projects also.
  • Get payment online via Stripe, PayPal and Paytm and automatically capture the status inside RISE. Notify to your customers via email.
  • Send messages or chat with customers to make the process much faster. Set permissions who can communicate with customers.
  • Check last login info of customers to know their activities.
  • Share your project time sheets with your customers. Select the projects you allow to see the timesheet or not to your customers.
  • Manage your leads in kanban view and move to different stages. Import leads and customers from other services using excel.
  • See details of invoices, payments and due of each customer. Add notes, log expenses, share files and events with your customers.
  • Automatically create support tickets from emails and be more professional on customer support.
  • List your services/products in online store and get orders from the customers.
  • Customize dashboard for the client portal and set important widgets based on your business. Add different custom widgets for special information. Custom widgets supports iframe to show information from external websites.
  • Change theme color to adjust with your brand. The dark and light mode theme also available.
  • Add announcements for your team members and customers to share instant notice, advertisements or offers.
  • Add files in projects, give feedback/comments on the files and get notification.
  • Add tasks and assign to your team members. Follow-up activities and stay up to date. You can add multiple collaborators.
  • Get the details of time spent on a task/project and evaluate the performance of your team.
  • Track expenses of projects, team members or in different categories and observe profit/loss.
  • Add custom fields to keep essential information according to your needs in projects, clients, tasks, events and many other modules.
  • Manage your personal events in calendar view and share the events with team members/customers. Define different access permissions for different members. Get project, task and leave overview in the same calendar.
  • Integrate your calendar with google calendar and stay synced.
  • Notification is very important to know the different events/activities. You can control all the notifications and can set who’ll get that. Get push notification, email notification and also in slack.
  • Add knowledge base articles for your customers to share more information.
  • Manage your team attendance report using timecards. See daily working history and punch in out status.
  • Team members can submit leave application for their absence. Approve or reject the applications.
  • Make a road-map for your projects and see visual report in the Gantt chart.
  • Define custom role/permissions for different team members and define who can access which modules.
  • Add articles in the internal wiki to help your team members and share different information/instructions there.
  • Share ideas with your team members in the timeline.
  • Add private notes and save all useful information. Sticky note on the dashboard can help you to remember important works.
  • Use personal to-do list and never forget your daily or upcoming works.
  • Add nice looking multiple custom dashboards to monitor your work more efficiently.
  • Install third-party plugins to get customized functinality.

RISE is a very user friendly software which can increase your team performance and grow business relationship with customers. There are lots of features and lots of configuration options which could be used to make it as a best tool of your business. Check the demo carefully to discover many more features.

Dashboard

You can create or customize your dashboard as like as you want.

dashboard-create

Create a new custom dashboard using the Add new dashboard button from the dropdown in your default dashboard.

Customize dashboard

dashboard-edit

  1. There has several widgets for your dashboard. You can drag the widgets to dashboard editing rows from here.
  2. You can add as many rows as you want with desired columns by clicking this button.
  3. If you want to see the preview of the widget, you can simply click on this button.
  4. To remove the entire row, use this button. The widgets on the deleted row will be back to the widgets container. So, you can use those widgets again if you want.
  5. If you want to save the dashboard without leaving the editing panel, you can use this button.
  6. This button will save the dashboard and move you to your newly created/edited dashboard.
Dashboards list

dashboard-list

  1. Quick navigation for your dashboards containing selected colors.
  2. This is your dashboards list. Please note that, the dashboards here are sortable. You can easily move up/down them except Default dashboard.
Extras

If you'll lost control or access to your selected widget(s), then those will show like the images below.

  • In view mode.
    dashboard-error-view
  • In edit mode.
    dashboard-error-edit
Top navigation bar

topbar

  1. You can toggle your side navigation bar with this icon.
  2. This will move you to your To do list.
  3. You can see your Starred projects dropdown here.
  4. You can see your Starred clients dropdown here.
  5. Here is your Dashboards dropdown.
  6. This is the Quick add button. You can easily add anything with this like tasks, multiple tasks, events, tickets and more.
  7. If you want to set a language only for your own, then this will take care. You can also set this from your Preferences.
  8. This is your Notifications list.
  9. This is your New messages list.
  10. This is your Profile info dropdown. You can go to your profile, sign out, change password or select custom theme from there.

Clients

You can create and manage your customers in clients section. 

clients-list

List of Clients
  1. Create new client using the Add client button.
  2. Search the existing clients which already added in this application.
  3. To see the details information of the client click on the Company name link.
  4. If you need to edit the client's information you can do it using the edit button.
  5. To delete the client use the delete button. Once you click on the button, the system will delete the client and you will have a chance to undo the action within 10 seconds. If you don't undo the action, the system will delete the client permanently and you will not be able to revert the client anyway!
  6. If you want to save the clients list in Excel file, you can simply click on this button and the visible clients in the table will be exported.
  7. If you need to print the clients list, click on the print button.
  8. You can define the rows per page of the table from here.
  9. You can filter the clients with your desired client groups.
Add new client
  1. The company name is an organization you or your organization works for. Even if your client is a person you have to add the information as a company. After creating any client you can add contacts of that client.
  2.  You can define different currency for different clients. It's useful when you are working with a foreign client which currency symbol is different from your default currency symbol. By default the invoices of the client will be generated using the default currency symbol if you don't define any currency symbol with that specific client.
Client Details

client-details

  1. The contacts tab contains the list of contacts of the client. You can add one or more contact by clicking on the Add contact button.
  2. To send an invitation to any user for the client, use the Send invitation button.
  3. Client info tab contains all the informations of the client. You can check/edit the informations from here.
  4. Projects tab contains all projects of the client.
  5. Invoices tab contains all invoices of the client.
  6. Payments tab contains all payments of the client.
  7. Estimates tab contains all estimates of the client.
  8. Estimate Requests tab contains all estimate requests of the client. Which are requested from client or added by team members.
  9. Tickets tab contains all tickets of the client.
  10. Notes tab contains your personal notes with the client. Please note that, this won't be visible to client.
  11. Files tab contains your personal files with the client. This also won't be visible to client.
  12. Events tab contains all of your events with the client.
  13. To delete any contact from the client, use the delete button. Once you delete any contact you can undo the action within 10 seconds. If you don't undo the action the contact will be deleted from the client permanently and the contact will not be able to login in the client portal.

Projects

You can create and manage your projects here.

projects-list

List of Projects
  1. Create new project using the Add project button.
  2. To see the details information of the project click on the project title link.
  3. By default the deadline color is black. If the deadline expires by today then the deadline color will be changed to orange and all expired deadline will be red color for non-completed projects.
  4. The progress bar indicates the total progression of the project. To generate this progress bar, we calculate the total completed and non-completed tasks. The tasks points are important to calculate the progression.
    Example: If there are 10 tasks with 1 point in each tasks, the project's total point will be 10. Whenever 5 of the tasks gets completed (Task status = Done), the total progress of the project will be (5*100)/10 = 50%.
    Same logic applied on the milestone progress bar.
  5. To filter the projects quickly, you can click on the status dropdown. From there, it's possible to see multiple or single status's projects.
  6. You can filter the projects by deadline from here.
  7. You can filter the projects list by the given labels of projects from here.
Project Details

project-details

  1. To track the project time you can use the Start time button. Once you click on the Start time button the timer will be turned on. When you want to stop tracking the time you have to click on the Stop timer button.
  2. You can edit, clone or change the status of project from the options dropdown.
  3. The project progression chart represents the total progression of the project.
  4. You can see the total tasks status of the project from the chart.
  5. Activity timeline represents the project history.
  6. To add new member in this project, click on the Add member button and select the user.
Tasks

tasks-list

  1. Create new task using the Add task button.
  2. You can use this check-box to make a task as done by instantly.
  3. Suppose you want to change milestones, assigned to, status or other informations for multiple tasks. Then you can simply use this Batch update button. After clicking on this, a selection panel will be appear just beside the tasks. After choosing your desired tasks, click on the Batch update button. Then a modal window will be open. From there, you could select and change which fields you want to change.
  4. If you want to add multiple tasks without leaving the modal, use Add multiple tasks button.
  5. To change the task status easily, you can use this.
  6. To see the details information of the task, click on the task title link.
Milestones

milestones

  1. Create new milestone using the Add milestone button.
  2. When all tasks of the milestone will be completed, the milestone's color will be Green.
  3. If the milestone's deadline is expires by today and there has non-completed tasks with this, then the color will be Red.
  4. The progress bar indicates the total progression of the milestone. To generate this progress bar, we calculate the total completed and non-completed tasks with the associated milestones. The tasks points are important to calculate the progression.
    Here applied the same logic which to generate project's progress bar.
Customer feedback

customer-feedback

You can easily receive customer feedback from your client or you can add a customer feedback to your client.

Estimates

You can create and manage estimates from the Estimate List under Estimates menu. Only admin and allowed team members can access the Estimates page. And the clients can see only their own estimates. Admin can define the role of a member to access the estimates.

On the estimate's details page, you can add as many items as you need like invoices.

When you sent an estimate to your client, the client or you can accept/reject it. After accepting the estimate, you can easily create invoice or project from the Actions dropdown.

Estimate requests

In this application, you or your clients can easily create or manage Estimate requests. This is located under Estimates menu.

To create an estimate request, first you've to create a Form from Estiamte Forms under Estimates menu. You can create as many forms as you want. Which forms you'll mark as public, will be available to any user even whose are logged out from the app.

Then you can request an estimate by selecting your desired form and filling out. Client's also could do the same.

After getting/submitting estimate request, you can easily add Estimates from there or change the status of the estimate request.

Invoices & Payments

You can create and manage your invoices from the Invoices menu.

invoices

List of Invoices
  1. Create new invoice using the Add invoice button.
  2. To see the details information of the invoice click on the invoice id link.
  3. The invoice status represents the different states of the invoice. By default any invoice will be create with Draft status. Once you sent the invoice to the client then the invoice status will be changed to Sent. Once you receive any payment the invoice status will be changed to Fully paid or Partially Paid. When you cancelled the invoice then the invoice status will be Cancelled.
  4. There could be many invoices with different clients. And the currency of the clients could also be different. With this filter, you can easily see your selected currency's invoices.
    Please note that, this filter won't be visible if there is only a single currency used for all clients.
Invoice Details

invoice-details

  1. To add any item/product in the invoice, click on Add item button.
  2. If you want to edit the inserted item, you can click on the edit button of invoice item row.
  3. By clicking on delete button in invoice item row, you can delete the item from the invoice.
  4. To send a pdf copy of the invoice to the client, click on the Email invoice to client menu.
  5. You can download a pdf version of the invoice using the Download PDF menu.
  6. If you want to see the invoice pdf instead of download, you can simply use the Invoice Preview menu.
  7. You can print the invoice instantly using the Print invoice menu.
  8. To edit any information in the invoice click on the Edit invoice menu under the Actions dropdown.
  9. To make the invoice as cancelled, you can use Mark as cancelled menu. After clicking on the menu, a confirmation modal dialog will be appear. If you confirm from there, this action can't be undone and the invoice will mark as cancelled.
  10. By clicking on the Add payment button you will get a modal to add payment in the invoice.
  11. You can add Discount in the invoice from here. You can add this after/before tax with a fixed amount/percentage.

Expenses

In this application the expenses are located in under the Finance menu. Click on the Expenses menu to access the expenses page. Only admin and allowed team members can access the Expenses page. Admin can define the role of a member to access the expenses.

The expenses view represents a list of expenses. Admin can add new expense categories from the Settings section. 

Support Tickets

In this application you can create any support ticket on behalf of your client or client can create any support ticket for himself. 

tickets

List of Tickets
  1. Create new ticket using the Add ticket button.
  2. To see the details information of the ticket click on the ticket title link.
  3. You can filter the tickets list with the created date from here.
  4. You can filter the tickets list by the given labels of tickets from here.
  5. If you want to see a specific team member's tickets, then you can simply use this filter.
  6. If there is no member assigned with the ticket, you can assign to yourself in this ticket instantly by clicking this option from dropdown menu. Please note that, this will only be visible if there is no member assigned with the ticket and you can assign to the permitted members by editing the ticket anytime.

Team Members

Using this application you can manage your team members easily. 

team

There are two views for team members.

  1. Whenever you want to add a new team member in this application, you can send invitation to the users email. The user will get an email with the signup instructions.
  2. Instead of sending invitation to the team members, you can add any team member manually, using the Add member button.
  3. To view the details of any team member, click on the view details link.
Team member's Details

In team member’s details view, you can see the details information about any member at a glance. 

  1. The Timeline tab represents all the posts of the member.
  2. You can view or update the basic information of the member from the General Info tab.
  3. Manage social links from the Social Links tab.
  4. You can manage the login or access role from the the Accounts settings tab.
  5. The Job info tab represents the job title, salary and the other job related information.
  6. To see the details list of the member's attendance, check the Time cards tab.
  7. From the Leave tab, you can see the details leave history for the team member. 

Messaging

message

All team members can send message to any team member. There are no restrictions to send messages for member to member. 

Admin can control the messaging rule between team members and clients. From the Client settings, admin can set who can communicate with the clients. Only the selected members will be allowed to send/receive message to/from the clients.

Whenever you receive any new message, a notification icon will be appeared in the top right section in the application.

Events & Notes

Events

The events page represents a calendar with all events. You can add new event in the calendar. Click on the calendar date to add any event on that specific date. You can define different colors for different events to make the view easier to see.

By clicking on any event, you can see the details information about that event.

Notes

There are two kinds of note in this application. In dashboard, you can save any quick note in Sticky Note. In this application all notes are private (Only you can see your notes).

There are other notes in the Notes page. You can add any private note here. If you add any note in any projects that notes also will be appeared in the notes list.

Timeline

Timeline is a collaboration/conversation area of the team members. All team members can see this view. It's a best place to share any idea or files among the team members.

timeline

To share any file you can click on Upload File button or drag and drop files on the box. By default all file types are not supported to upload in the application. Admin can set the settings of accepted file formats in General Settings section.

Time Cards

The time cards section represents the attendance or total time log of each team members. Any team member can start clock from the dashboard by clicking on Clock In button. Once he/she clicks on the Clock In button the timer count starts. After clicking on the Clock Out button the timer stop counting the time for the team members. 

timecard

Admin or allowed members can add time manually for any team member.

If admin wants to set any IP restriction for this module then he/she can set the allowed IP addresses in the IP Restriction Settings Section Under the Settings menu. Admin users are not applicable for this restriction. The admins are allowed to access the time card Clock In/Out from any IP address. The system will check the IP address of the non-admin team members. 

Leave

This application allows the leave management facility for the team members. The team member can apply for leave and the admins or superiors can approve/reject the leave application. Admins and superiors can also assign leave for subordinates. Admin can create various leave types from the Leave types Setting.

leave

  1. Apply a new leave using the Apply leave button.
  2. Admins or allowed members can assign leave for team members using the Assign leave button.
  3. To see the details information of the leave, click on this icon. From there, allowed members can approve/reject the leave. Please note that, once it'll be approved/rejected this operation can't be undone or change.
  4. All applications tab contains all of the leave applications.
  5. Summary tab contains the yearly summery chart of approved leave applications.

Announcements

This application provides the announcement publishing feature. The admins and selected team members can create new announcement for team members and/or clients. 

The published announcement will be appeared in dashboard of each user. Once the user clicks on the announcement then it will not be appear in dashboard again. But the users can see the announcement from the Announcements menu anytime.

Settings

The application has various types of settings to make suitable according to your work. Here are some basic introductions about the settings.

settings

General Settings
  • General: In this section, you can change the application logo, title, localization settings, file type restriction and the item purchase code.
  • Email: This setting is for out-going emails. All emails will be sent using the settings. You can use either the default mail sending method of your server or SMTP.
  • Email templates: The application has some default email templates which are using to send different emails. You can change the appearance of the email templates as you like.
  • Modules: You can enable/disable your desired modules from here.
  • Cron Job: This setting has a broad description. Please check this.
  • Notifications: This setting has a broad description. Please check this.
  • Integration: You can integrate some cool APIs from here. Please check integration tab from menu for explained description.
  • Updates: Please check this for upgrading guide.
Access Permission
  • Roles: It's a setting to set different access permission for different users. To add any role click on the Add role button. Once you create any role then you can set permission to the role by clicking on the role. You'll see different types of access permission and you can choose in your own way. After defining the roles you can set the role to any team member. Each team member can have one role at a time. By default all team members has the Team Member role. To change the role of any team member, go to the team member’s  details view and click on the Account settings tab and choose your desired role for the member.
  • Team: You can create teams with your team members. So, you can assign role on several team(s), share events and much more.
  • IP Restriction: If you would like to prevent accessing the Clock In/Clock Out of Time card from unauthorized IP, you can add authorized IP address here.
Client
  • Client permissions: In this area you can control the client login/signup and the message sending rule between client and team members.
  • Client groups: Here you can create client groups. So, you can easily choose your desired client groups with your clients.
Setup
  • Custom fields: You can create custom fields for various items as your wishes. There has 8 types of field type. You can also give permissions to them that, if they will show on tables or not and visibility to users. Then they will appear on add/edit item screens and tables according to the permissions.
  • Tasks: You can create task status from here. Then you can select the task status from the add/edit task screen.
  • Events: You can enable Google Calendar API for per users from here.
  • Leave types: You can create various leave types from here. 
  • Tickets: You can create various ticket types and modify ticket settings from here. For IMAP integration, please check this.
  • Expense Categories: There could be various expense types in your business; you can add the types here.
  • Invoice: There has some invoice settings to make things ease. You can change your invoice logo, invoice style, invoice reminders and more.
  • Payment Methods: To receive any payment through invoice the payment methods are required. Add your required payment methods in this section.
  • Company: You can setup your company informations from here. Then it'll be available on Invoices and Estimates.
  • Taxes: In this application the taxes are using in Invoices and Estimates. You can define different taxes name and percentage here.
Plugins

You can install & manage third-party plugins from here. If you want to develop a plugin, please check the Plugin documentation.

Cron Job

Please follow these steps to enable cron job in your cPanel:

  1. Go to your cPanel and locate Cron Jobs under ADVANCED tab.
    cron_job_1
  2. You'll find a form like this.
    cron_job_2
  3. Select which intervals of Cron Job you want.
  4. Go to RISE Settings>Cron Job.
    cron_job_3
  5. Copy the required command from there and add to the form.

Note: Cron Job is must necessary if you enable anything which contains a tooltip "Cron Job is required for this action!".

Notifications

You can customize the app notifications. Please have a look at Settings>Notification setting. There are options for email and web notification for all events. You can enable both or as you prefer.

rise-notifications

Notifications are not working?

Please make sure you are using latest version of OpenSSL. You can check the OpenSSL version and released date from Settings>App settings>Updates>Php Info button.

Please also keep in mind that you'll not get notifications for your own actions.

Google Drive Integration

You can integrate Google Drive API as an alternative cloud storage, from Settings>Integration>Google Drive. Please follow the steps below to integrate:

  1. Go to the Google API Console.
  2. At the top-left, click Menu bar > IAM & Admin > Create a Project.
    google_drive
  3. Create a project like this.
    google_drive
  4. Select your project and click on Enable APIs and Services.
    google_drive
  5. Search for Google Drive API and select that.
    google_drive
  6. Enable the API.
    google_drive
  7. After enabling the API, you'll be redirected to the Overview page. Now you've to create the credentials. To create this, click on the CREATE CREDENTIALS button.
    google_drive
  8. Select this options from here and click on the NEXT button.
    google_drive
  9. Setup OAuth Consent Screen like this and click on SAVE AND CONTINUE button.
    google_drive
  10. Nothing to do in Scopes. Click on SAVE AND CONTINUE button.
  11. Here, select Web application for Application type. In Authorized redirect URIs, you should add this url https://yourdomain.com/index.php/google_api/save_access_token. You'll find this in your integration setting. Click on CREATE button.
    google_drive
  12. Click on DONE button.
    google_drive
  13. Click on OAuth Consent Screen from left panel.
    In Publishing status, there has two option. Production and testing.
    Production: Your site should be HTTPS for this mode. SSL configuration on some server isn't fully compatible with Google. So, you may get an error page while authentication, which is mentioned in point 16.
    Testing: You can use any security protocol (HTTPS/HTTP) in testing mode. But you'll get an another page on authentication for this, which is mentioned in point 17.
    You've to add user for testing mode. Add the Gmail account you're using to integrate, and save.
    google_drive
  14. Click on Credentials from left panel and click on your created OAuth Client.
    google_drive
  15. You'll get the Client ID and Client Secret from there. Add them to RISE and click on Save & authorize.
    google_drive
  16. If you've selected Production mode in OAuth Consent Screen, you'll get this option. Click Advanced then click on Go to yourdomain.com (unsafe).
    google_drive
    google_drive
  17. If you've selected Testing mode in OAuth Consent Screen, you'll get this option. Select Continue from here.
    google_drive
  18. On retrieving from API access, please make sure that, status of Google Drive is showing Authorized.

That's all! On future, all files will be uploaded into Google Drive.

Google Calendar Integration

You can integrate Google Calendar API to sync events between your Google Calendar and Events on this app. There has some easy steps to setup.

  1. First, enable Google Calendar API from Settings>Events. After enabling this, every users can integrate with their own Google Calendar who have access to the Events module on the app.
  2. To integrate, go to the Google API Console and Create a project.
    google_calendar_1
  3. Select your project (1) and click on Enable APIs and Services (2).
    google_calendar_2
  4. Search for Google Calendar API and select that.
    google_calendar_3
  5. Enable the API.
    google_calendar_4
  6. Now you've to create the credentials. To create this, go to the API's description page.
    google_calendar_5
  7. Select this options from here and click on the What credentials do I need? button.
    google_calendar_6
  8. Then you'll get a popup dialog box. Set up OAuth consent screen. Click on Set up.
    google_calendar_7
  9. The OAuth consent screen form will be appear then.
    In Publishing status, there has two option. Production and testing.
    Production: Your site should be HTTPS for this mode.
    Testing: You can use any security protocol (HTTPS/HTTP) in testing mode. But you'll get an another page on authentication for this, which is mentioned in point 14. google_calendar_8
  10. Click on EDIT APP button and fill up with your desired information.
    google_calendar_9 google_calendar_10
  11. Click Save and continue button on Scopes and Test users step. And click Back to dashboard from Summary tab.
    Click on the Credentials tab now from left panel. Click on Create credentials button and select OAuth client ID.
    google_calendar_11
  12. Select Web application for Application type. In 'Authorized redirect URIs', you should add this url https://yourdomain.com/index.php/google_api/save_access_token_of_calendar. You'll find this in your integration setting.
    google_calendar_11 google_calendar_11
  13. After saving, you'll get the Client ID and Client Secret. Add them to RISE at Events>Google calendar settings modal and click on Save & authorize.
  14. If you've selected Testing mode in point 9, you'll get this option. Select Continue from here.
    google_calendar_11
  15. You'll get your own calendar events always. And you can add any Special calendar (like Holidays Calendar). To get Special calendar's ID, click on the icon just beside the Calendar name and select the Settings from the dropdown. Then you'll find the Calendar ID in the settings page.
  16. On retrieving from API access, please make sure that, status of Google Calendar is showing Authorized.

That's all! You've successfully integrate with your Google Calendar.

Note: After integration, any addition/modification/deletion will effect your Google Calendar instantly. If any of these will happen in your Google Calendar, Cron job will grab those changes and add to RISE. If you will add any Special calendar, you can edit/delete those events from RISE but it won't effect your Google Calendar.

IMAP Integration

You can setup an email address to create the tickets automatically when you receive any emails at that address. To active this, please fill up the necessary informations at Settings>Tickets>IMAP settings.

Please make sure that, your IMAP access is enabled on your email and after authorization, status of IMAP is showing 'Authorized'.

Note: The system will create tickets based on the unread emails. After creating the ticket, the emails will be marked as read. To get the replies in the same tickets, the system will check the ticket ID in the email subject. If there is no ticket ID in the subject, that will be considered as a new ticket. You can setup the email subject from Settings>Email templates.

Troubleshooting guidelines: If you face any problem to connect with IMAP, please check this troubleshooting guidelines:
Google
  1. Enable less secure app access from Google Account>Security tab.
  2. Enable DisplayUnlockCaptcha from https://accounts.google.com/b/0/DisplayUnlockCaptcha

Push Notification

We're using Pusher for push notification. To enable this, please follow this instructions step by step:

  1. Login to your Pusher account.
  2. Create a new App from here: https://dashboard.pusher.com/channels
    pusher_1
  3. On modal window, chose your preferred information. And select jQuery for 'front-end tech' and PHP for 'back-end tech'.
    pusher_2
  4. After creating the app, you'll get the app details page.
  5. Click on App Keys from there.
    pusher_3
  6. Get the credentials and add to RISE.
Note: You'll get browser notification only when you'll use https server connection, otherwise you'll get app alert notification. Push notification is depends on Web notification. So, to get push notification, please remember to enable web notification from the Notifications settings.

Slack

You could easily integrate Slack to get notification. To enable this, just follow this steps:

  1. Login to your Slack account.
  2. Click on 'Create new App' button from here: Slack Apps.
  3. On modal window, enter your preferred App name. And select your workspace.
    slack_1
  4. After creating the App, you'll get the App details page. You could configure the App from there like App icon and others.
  5. Click on Add features and functionality, then Incoming Webhooks.
    slack_2
  6. Activate Incoming Webhook.
    slack_3
  7. Click on Add New Webhook to Workspace.
    slack_4
  8. Then a new page will be appeared. Select your channel where you want to get the messages.
  9. After submit, you'll be redirected to the previous page again. You'll find ther Webhook URL there.
    slack_5
  10. Copy the URL and add to RISE.

Bitbucket

You can enable Bitbucket commit logs in your tasks. To get setup, please follow this steps:

  1. Login to your Bitbucket account.
  2. Go to your Repository.
  3. Locate Repository settings.
    bitbucket_1
  4. Locate Webhooks under WORKFLOW.
    bitbucket_2
  5. Click on Add webhook.
  6. Go to your RISE Settings > App Settings > Integration > Bitbucket.
  7. Enable it: Enable bitbucket commit logs in tasks.
  8. Save setting.
  9. Copy Webhook listener link and paste here:
    bitbucket_3
  10. Click on Save.
Note: To link the commits with tasks, there should be a # and task ID at the end of each commit messages. Ex: This is a commit of Task #10.

GitHub

You can enable GitHub commit logs in your tasks. To get setup, please follow this steps:

  1. Login to your GitHub account.
  2. Go to your Repository.
  3. Locate Settings.
    github_1
  4. Locate Webhooks.
    github_2
  5. Click on Add webhook.
  6. Go to your RISE Settings > App Settings > Integration > GitHub.
  7. Enable it: Enable github commit logs in tasks.
  8. Save setting.
  9. Copy Webhook listener link and paste here:
    github_3
Note: To link the commits with tasks, there should be a # and task ID at the end of each commit messages. Ex: This is a commit of Task #10.

Help & Support

You can add Help and Knowledge base articles for your team members and clients. Team members could see all help and knowledge based articles but the clients will only see the knowledge based articles.

You can create or manage Categories and Articles for both Help and Knowledge base under Help & Support menu.

Once you'll add Categories and Articles, they'll be appear by category-wise on Help and Knowledge base.

Upgrading Guide

Please note that you can only download the updates if you have a valid purchase code. Enter the valid purchase code in general settings of this application and save the settings.

Please backup all files and database before start the installation of updates.

There is a very easy way to update your application.

To install any updates go to Settings>Updates of the application. The download will be start automatically once any new update is available. Once the download is completed you can install the updates by clicking on the link. That’s all!

Migration Guide

If you want to change your server, please follow the following steps:

  • Copy all files to the new server.
  • Export the database from phpMyAdmin and import in the new server.
  • Update the database credentials in
    /app/Config/Database.php
    .
  • Change the base url
    /app/Config/App.php
    line#70 (Optional).
  • Check if there is everything OK in the new server.
  • Remove the installation from old server.

Application Structure

application-structure

  1. The config folder contains all configuration related files.
  2. The controllers folder contains all business logic of the application.
  3. If you would like to add any new language then create a new folder and add the custom_lang.php and default_lang.php. Please keep it in mind that you shouldn't change anything in the default_lang.php. If you would like to add/update any language, then update the custom_lang.php. When you install any new updates then the defult_lang.php could be change. So update your custom_lang.php manually (if required) after installing new updates. To change the language of the application, go to the Settings>General settings section and choose your language then save the settings.
  4. Views folder contains all the view related files.
  5. Assets folder contains all css, js and images of the application.
  6. Don't change anything in system folder. It's contains the core functions of the application.

To learn more about the application you can learn the codeigniter framework.

Language

How to add new language?
  1. Please go to \app\Language directory 
  2. Copy the english language folder and paste (set the directory name for your language)
  3. Add your translations in default_lang.php
  4. Finally set this language in application from Settings>General Settings>Language.
How to improve existing language?
  1. Please go to \app\Language\[your language] directory 
  2. Copy the default_lang.php and paste all to custom_lang.php
  3. Change the custom_lang.php.
How to share my language?
  1. Please update your language in Github
  2. Or email to support@fairsketch.com

Development

How to add new pages?
  1. If you want to add any restricted page (login required?), please extend the controller from Security_Controller
  2. If you want to add any public page (login not required), extend the controller from App_Controller
How to add new menu item in left sidebar?
  1. You can add menu item from this file \app\Views\includes\left_menu.php
How to save?
  1. All models are extended from Crud_model (\app\Models\Crud_model.php)
  2. Please check the add/edit/remove and basic i/o functions there.
How to create the table list view?
  1. Please see example in any page where table shown.
  2. The table list is using datatable plugin but we've developed a library to manage it easily. Please have a look at  \assets\js\app.js
  3. In application, we are using the assets\js\app.min.js
How to enable error log?
  1. Open \app\Config\Logger.php line #35 and change the line to: public $threshold = 5;
  2. Do the actions which you want to debug. Then find the log in \writable\logs\ directory.;
  3. Note: Once you've completed the debugging, please remember to revert the settings back. Otherwise it'll create unnecessary log in your server and waste space. To revert:
  4. Open \app\Config\Logger.php line #35 and change the line to: public $threshold = 0;
How to enable Development mode?
  1. Create a .env in the root of your directory and write this content;
  2. Do the actions which you want to debug. If there is any error you'll see them in your browser;
  3. Note: Once you've completed the debugging, and you don't want this mode, just delete \.env file;

Thanks

Thanks again for purchasing this application. We are trying to add and improve new features regularly. Hopefully you'll enjoy using the app. If you have any query or suggestion, please send an email to support@fairsketch.com

Best wishes
Fairsketch Team

http://codecanyon.net/user/fairsketch