Getting started
SecureForce documentation
What SecureForce does, who it is for, and where to start reading.
SecureForce runs the workforce of a security or facility-management company: the guards, housekeeping staff, technicians and supervisors you post at your customers' sites. It covers the whole life of a worker:
- Hire and verify: add people one by one or from a spreadsheet, collect and verify their documents, run the pre-hire KYC checks.
- Post them at a site: deploy each person to a customer's site in a role, with a pay rate and a bill rate, and put them on shifts.
- Capture attendance: guards check in and out on their own phone, with a photo and a location check against the site's boundary.
- Report and get paid: the daily report (DMR) shows each customer approved vs deployed vs present staff; payroll and billing are generated from the same attendance.
New to SecureForce? Start with the Quickstart: a step-by-step walkthrough, with a picture of every screen, from signing up to a worker checking in at a customer's site.
Who these docs are for
- Admins and operations staff setting SecureForce up for the first time: start with Quickstart.
- HR hiring and verifying staff: Employees, Document rules, Onboarding, KYC verification, HR approval, Approve & Deploy.
- Supervisors running a site day to day: Field Attendance, Leave.
- Payroll and finance: Finance, from attendance to cash (the monthly cycle, step by step), then Payroll and billing for the calculations.
- Customers with their own login: Daily report, Client portal.
- AI assistants and automation: Agent guide, plus the plain-text versions below.
How the docs are organised
| Section | What's in it |
|---|---|
| Getting started | This page, the Quickstart, Core concepts (how the modules depend on each other) and Roles and access. |
| Set up | Things done once: workspace, organization, clients and sites, administration. |
| People | Employees, onboarding, KYC. |
| Operations | Deployment, shifts and roster, Field Attendance, leave. |
| Customers | Daily report (DMR), client portal. |
| Finance | Finance, from attendance to cash (payroll, invoices, payments, receivables, reconciliation, profitability, overview) and payroll and billing. |
| Oversight | Compliance, dashboard, notifications and reports. |
| Office IT | Activity tracking and software security, remote lock and Lost Mode. |
| Reference | Routines, troubleshooting, glossary, agent guide. |
Plain-text versions for LLMs
Every page is also available as plain Markdown, so you can paste it into an AI assistant or let one fetch it:
- /llms.txt: an index of every page with a one-line summary.
- /llms-full.txt: all pages in one file.
/docs/md/<page>.md: one page, e.g. /docs/md/field-attendance.md.
Each page here also has Copy page and View as Markdown buttons at the top.
Conventions used in these docs
- Bold text is the exact label of a button, tab, field or menu item in the app.
- Screenshots have numbered labels. A red label is something you do (click, type or choose), in number order. A blue label is something to look at. Click a screenshot to open it full size.
- "Sidebar → Employees" means: click Employees in the left sidebar.
- The order of the setup pages matters. Each step relies on the ones before it; Core concepts shows the chain.