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Step-by-step guides for the things you do most. Type a keyword or pick a topic.

Getting started

Create your workspace and settle in during week one

Create a workspace for your company

Sign up with your work email and click the verification link we send you.
Name your workspace, choose its custom URL and pick your industry.
Check the time zone (Asia/Ho_Chi_Minh by default) and currency (VND).
Add your departments under Admin → Department structure (“Quản trị → Cơ cấu phòng ban”).

Start your free trial

Your first week with NAVI: where to start

A few steps that get the whole team up to speed and show results early.

Invite at least 2 colleagues and give each one the right department and role.
Turn on the modules your team needs under Admin → Modules (“Quản trị → Module”).
Run one workflow end to end, such as an expense request or a lead all the way to a closed deal.
Open Overview (“Tổng quan”) to see the CEO dashboard update with the data you just added.

Find your way around

The sidebar, search, notifications and My work.

The sidebar only shows the modules you have permission to use.
The search box at the top looks across every module and only returns results you're allowed to see.
The notification bell collects tasks assigned to you, comments that mention you and requests waiting for your approval.
My work (“Việc của tôi”) brings together every task assigned to you, across all departments.

Inviting your team

Invitations, onboarding, transferring ownership

Invite employees by email

Send an invitation, choose a department and role, and track its status.

Go to Admin → Users & permissions (“Quản trị → Người dùng & quyền”) and choose Invite user (“Mời người dùng”).
Enter their email address, then pick the right department and role.
Track each invitation's status: pending, accepted or expired.
You can resend or revoke any invitation that hasn't been accepted yet.

Onboard new hires from the HR module

One flow from the employee record to their account and an onboarding checklist.

In HR → On/Offboarding (“Nhân sự → On/Offboarding”), create a record for the new employee.
NAVI emails them an invitation to join the workspace.
Their permissions only become active once they've confirmed the invitation.
The onboarding checklist is assigned to everyone involved, so you can track progress.

Transfer workspace ownership

When the CEO changes, or you want to hand top-level admin rights to someone else.

Only the current owner can transfer ownership.
Go to Admin → Organization (“Quản trị → Tổ chức”) and pick the new owner from the member list.
Confirm the transfer. It's recorded in the activity log.

Roles & permissions

Roles, data scope, sensitive data

Roles and data scope

Who sees what: their own records, their team's, their department's or the whole company's.

Everyone has one role: Owner, Admin, Department head, Employee…
Data scope decides which records a person can see: their own, their team's, their department's or the whole company's.
Access is denied by default: if a permission hasn't been granted, the data stays hidden.
Nobody can raise their own permissions, and every permission change is recorded in the activity log.

Who can see salaries and financial figures?

Sensitive data has its own permissions, separate from managing a department.

Salaries are only visible to people granted salary access (usually the CEO and HR staff).
Company-wide financial figures are only visible to people with Finance permissions.
Other department heads don't see sensitive Finance or HR data by default.

Invite outside collaborators

Give partners and freelancers access to just the project or ticket they need.

Send the invitation from inside the specific project or ticket.
Collaborators only see what they're invited to, never the rest of your company.
Access comes with an expiry date, and you can revoke it at any time.

Approvals

Expense requests, leave requests and quotes to approve

Submit an expense request

Expense requests go to your manager, then to Finance, before the spending is recorded.

Go to Finance → Expense requests (“Tài chính → Đề nghị chi”) and click Create request (“Tạo đề nghị”).
Enter the amount, purpose and related budget, and attach your receipts or supporting documents.
Your direct manager approves first, then the Finance team.
Once the money is paid out, Finance records the expense and you get a notification.

Approve or reject a request

Every request waiting for your approval is in Approvals.

Open Approvals (“Phê duyệt”) in the sidebar to see pending requests.
Review the details, attachments and the history of earlier steps.
Choose Approve (“Duyệt”) or Reject (“Từ chối”), adding a note if needed.
NAVI records who approved, when, and their note for every step.

Why can't I approve my own request?

A no-self-approval policy makes sure a second person checks every expense.

When self-approval is blocked, whoever created a request can't approve their own step.
The request moves on to the next approver in your setup.
To change who approves, contact your workspace admin.

Import & export

CSV import, duplicate checks, data export

Import leads and customers from a CSV file

Move your lists from spreadsheets into NAVI, with duplicate checks.

Export your spreadsheet as a CSV file (UTF-8), with column headers in the first row.
Go to Sales → Leads (“Bán hàng → Lead”), choose Import CSV (“Nhập CSV”) and upload the file.
Match each column in the file to the corresponding field in NAVI.
Preview rows that are duplicates or missing information, then confirm the import.

Tips for an error-free CSV file

Keep Vietnamese accents intact and cut down on duplicate records.

Save the file as “CSV UTF-8” so Vietnamese accents don't get garbled.
One record per row: no merged cells and no blank rows in between.
Include an email address or phone number so duplicates are detected more accurately.
Try a few rows first, check the result, then import the rest.

Export your data

Your data belongs to you — export it any time, within your permissions.

In any list, use the Export CSV button (“Xuất CSV”) to download the data you've filtered.
The owner can request a full export of the workspace's data.
Every data export is recorded in the activity log.

Account & security

Passwords, two-factor authentication, sign-in sessions

Forgot your password

Reset your password by email in a few steps.

Open the Forgot password page (“Quên mật khẩu”) and enter the email you sign in with.
Open the email from NAVI and click the password reset link.
Choose a new, strong password and sign in again.

Reset your password

Turn on two-factor authentication (MFA)

Required for admins, to protect the whole workspace.

Open your account settings (“Cài đặt”) and go to Security (“Bảo mật”).
Turn on two-factor authentication and scan the code with an authenticator app.
Enter the 6-digit code to confirm, and keep your recovery codes somewhere safe.

Sign out of all devices

If you lose your phone or suspect someone else is using your account.

Open your account settings (“Cài đặt”) and go to Security (“Bảo mật”) to see your active sign-in sessions.
Choose Sign out of all devices (“Đăng xuất mọi thiết bị”).
Change your password right away and let your workspace admin know.

Contact support

Still can't find an answer?

Send your question to the NAVI team. Tell us what you were doing, which screen you were on and what happened — we'll reply by email.

Email support

For questions about using NAVI, product feedback, or a quote for modules whose prices aren't published yet.

[email protected]

Can't sign in?

Reset your password by email. If your workspace is locked, contact your company's workspace owner or admin.

Reset your password

Support access stays in your control

The NAVI team doesn't look at your business data on its own. If we need access to fix an issue, we only do so with your permission, and every action is logged.