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• Create an organization and sign in the first timeHow-to

  Start your company's organization in NirmaanOne from the sign-up page, land on the dashboard as its administrator and confirm your email address from the verification link.

• Set the organization's profile and project defaultsHow-to

  Fill in the organization's name, description and invitation expiry, decide whether RERA registration gates selling, set the project defaults every project inherits (estimate validity, the chargeable areas for buyers and for members and tenants, carpet area offered, revenue method and trigger), and check the RERA escrow share, TDS and cancellation rules.

• Create, tailor or retire a roleHow-to

  Make a new role from scratch or as a copy of an existing one, tick the permissions it grants per module, tailor a default role to your organization, retire a role you no longer need, and give the role to users.

• Invite users and get them signed inHow-to

  Invite a colleague from Settings > Users with the role they will hold, and walk them through the invitation email to their first sign-in; resend the invitation when the link has expired.

• Maintain a dropdown listHow-to

  Add, rename, reorder, retire or delete the values in your organization's dropdown lists (contact types, lead sources, activity types, company types, bank account purposes, parking types, amenities, unit types and unit configurations) under Settings > Lookups.

• Register the promoter entity and its project bank accountsHow-to

  Register the company that develops a project as a Promoter Entity, record its collection, RERA separate, operative and GST bank accounts, then set up its books and make sure each account has its ledger, so the project can sell and collect.

• Register a channel partner and its peopleHow-to

  Register a broker or channel partner as a company with its RERA agent registration and default commission, attach the people you deal with there, and record the payout account its commissions are paid into.

• Add, edit and retire contactsHow-to

  Keep the master list of people up to date: add a contact with their type, correct their details, retire a person who is no longer dealt with, and delete only a record nothing refers to.

• Record a buyer's or member's payout accountHow-to

  Add the bank account a buyer, channel partner or society member is paid into, on the Bank accounts register (or from a company's or allottee's page), so payout runs can pay them and the bank file carries their account number and IFSC.

• Set up the books for a promoter companyHow-to

  Create the set of books a promoter company keeps, mirror its projects as cost centres, check the voucher numbering series and the component mappings, and connect the project's bank accounts to their ledgers so demands, receipts and payouts can be posted.

• Create your organizationScreen

  Start a new organization in NirmaanOne: enter its name, GSTIN, your email and a password, and you become its administrator.

• Verify emailScreen

  The page the verification link in your email opens: it confirms your email address, or lets you ask for a new link when the old one has expired.

• Sign inScreen

  Sign in to NirmaanOne with your email and password, and with a 6-digit code or a backup code when your account has two-factor authentication.

• DashboardScreen

  The page you land on after signing in: shortcuts to common jobs, a queue of what is waiting on you, the headline figures and one card each for projects, sales, stock, receivables, construction and the RERA accounts.

• Sidebar, top bar and notifications bellScreen

  The frame around every page once you are signed in: the sidebar with its groups, the top bar with the notifications bell, the light and dark switch and your account menu, and the banners that ask you to act.

• SettingsScreen

  The Settings area of the app: a row of tabs for your organization's profile and policies, products, users, roles, lookups, workflows, documents, AI connectors and the audit log.

• OrganizationScreen

  Your organization's profile and policies: name and invitation expiry, the two-factor requirement, the AI connectors switch, the help-assistant recording switch, the project defaults every project inherits (RERA gate, estimate validity, the two chargeable areas, carpet area offered, revenue method and trigger) and the effective-dated rules: the RERA escrow share that splits every sweep of a project's collection account, TDS on sales and booking cancellation.

• Roles & PermissionsScreen

  The list of your organization's roles: open one, create or clone a role, deactivate or reactivate it, and delete custom roles nobody holds.

• New roleScreen

  Name a new role, describe it and tick what it may do in each module, then create it so it can be given to users.

• Edit roleScreen

  Change a role's name, description, active flag and permissions, see who holds it, and open its History.

• UsersScreen

  The people in your organization: invite new users, change their role, deactivate or reactivate them, reset a lost two-factor authentication, and resend or revoke pending invitations.

• Join <organization> (Accept invitation)Screen

  The page the invitation email opens: choose your password and join the organization that invited you, with the role the administrator gave you.

• LookupsScreen

  The dropdown lists every form draws on: contact types, lead sources, activity types, company types, bank account purposes, parking types, amenities, unit types and unit configurations.

• CompaniesScreen

  The master list of legal entities you deal with: promoter entities, channel partners, vendors and contractors, with search, filters and shortcuts to open, edit or delete a company.

• New companyScreen

  Register a company: its name and type, legal identity, statutory registrations, contact details and the type-specific fields for promoters, channel partners, vendors and contractors.

• Company (<company name>)Screen

  One company's registrations, contact details, type-specific details, the people you deal with there and its bank accounts, with shortcuts to edit, delete or read the record's history.

• Edit <company name>Screen

  Change any detail of a company; only the fields you touch are saved, and a change of company type swaps the type-specific section and clears the old type's fields.

• ContactsScreen

  The master list of every person your organization deals with, with a panel to add, edit, deactivate or delete a contact and see who changed the record.

• Bank accountsScreen

  One register of every bank account you pay from or into: the promoter's collection, RERA separate, operative, GST and operating accounts, and the payout accounts of channel partners, vendors, buyers and society members, with joint holders and verification.

• BooksScreen

  The list of every set of books in your organization, one per promoter company, with the actions to set up books for a company, open a set or delete one.

• Books overviewScreen

  The home page of one set of books: its company and settings, counts, fiscal years, and shortcuts to the chart of accounts, vouchers, reports and opening balances, with the actions to rename, deactivate or delete the books.

• Cost centresScreen

  The cost-centre tree of a set of books, usually one per project with a child per tower, so the ledger and the reports can be cut by project; mirror the projects in one click or add cost centres by hand.

• Roles and permissionsConcept

  What a permission is (a module plus an action), how roles bundle permissions, the twelve default roles and what each is meant for, the one-role-per-user rule, and when a change reaches a signed-in user.

• Lookups and their codesConcept

  The dropdown lists each organization maintains (contact types, lead sources, activity types, company types, bank account purposes, parking types, amenities, unit types, unit configurations), the machine code each value carries, how the code is derived from the name, and why some codes must not be retired.

• Promoter entityConcept

  The company developing a project; every project must name one, and its books and bank accounts are where the project's demands, receipts and payouts are posted.

• Contacts, companies and company typesConcept

  A contact is a person; a company is a legal entity with people attached. The company type decides which registrations the form asks for (promoter, channel partner, vendor, contractor), and a channel partner's default commission feeds the commissions on the bookings it brings.

• Bank accounts, purposes and bank ledgersConcept

  One register of every bank account you pay from or into: who owns an account, what its purpose tag means, why the collection, RERA separate, operative and GST purposes belong to the promoter, what the primary account and the IFSC are for, and how a bank ledger is created in the books.

• Books, the active books switcher and cost centresConcept

  A set of books is the ledger of one promoter company: every posting for a project lands in its promoter's books, every accounting screen works on the one set chosen in the Books switcher, and cost centres inside the books (usually one per project with a child per tower) let the ledger and reports be cut by project.

• Project readiness and the RERA gateConcept

  A project is ready to sell and collect once it has a promoter entity with books, the collection, RERA separate and operative bank accounts with their ledgers, and, when the organization requires it, a RERA registration whose validity covers today; bookings and allottee purchases wait for all of it, estimates only for RERA.

• RERA accounts and the daily sweepConcept

  Every buyer payment enters the project's collection account; the bank sweeps it daily, the escrow share (70% under RERA 2016, or the project's own share) to the RERA separate account and the rest to the operative account. NirmaanOne mirrors the sweep as a Contra voucher per receipt the moment it clears, records certified withdrawals from the separate account, warns on receipts banked elsewhere and reports where the money stands; it never moves the money itself.

• Effective-dated rulesConcept

  Rules that change over time (the RERA escrow share, TDS on sales, booking cancellation forfeiture, the revenue policy and cost budgets) are kept as dated rows; the row in force on a date is the latest one starting on or before it, so old documents keep the figures they were made with.

• Dashboard figures: absorption, funnel and operational moneyConcept

  How the dashboard's tiles and cards are worked out: absorption of saleable stock, the sales funnel by stage reached, money read from demands and receipts rather than the ledger, the RERA accounts card, and the period with its comparison window.