Documentation
PakFinax User Guide
This guide explains how teams onboard, navigate modules, and operate PakFinax using role-based access with company-scoped data.
1. Getting Started
Create Company: Register your company workspace with firm details, tax identifiers, and owner account information.
Join by Invite: If your company is already registered, request an authorized administrator to create your user account with the correct role permissions.
Email Verification: Activate your user account through the verification email before your first login.
2. Company Verification Workflow
Newly created companies enter a verification workflow before operational modules are enabled.
- Pending: Workspace is created and awaiting internal review.
- Approved: Operational modules and authorized compliance features become available.
- Rejected: Access remains restricted until support review is completed.
3. Sidebar Modules
Sidebar visibility is permission-driven and supports users assigned to multiple roles.
4. Top Bar Features
- Current page title for context awareness.
- Company badge to confirm workspace scope.
- Language switcher for English and Urdu.
- Profile dropdown with account links and logout.
5. Members and User Management
Only authorized users can create or manage company users. Role assignment is enforced server-side to prevent privilege escalation.
- User management is restricted by explicit permissions.
- Role options are limited to your authorized assignment scope.
- All user lifecycle actions are captured in audit trails.
6. Compliance and Submissions
PakFinax supports controlled digital invoicing workflows with pre-submission validation, lifecycle status tracking, and high-level submission outcomes for business review.
Submission outcomes depend on regulatory validation rules and the accuracy of provided business data.
7. Settings Visibility
Company profile and sensitive configuration areas are permission-gated and remain hidden for users without authorized access.
Need Help?
For onboarding, verification, or governance-related queries, contact info@pakfinax.com.