• 1. Open your browser and go to www.purplite.my. You’ll see the login page.
• 2. Click on the Sign Up button.
• 3. Fill in the Registration Form. If you don’t have a registration key, click Register Here
• 4. Select the plan that best suits your organization.
• 5. Fill in your organization name, SSM number, and the email address you want to use for billing.
• 6. Click on Verify Email to allow the system to confirm your email address.
• 7. Click on your selected plan to confirm it.
• 8. Click Subscribe and proceed with the payment process.
• 9. Once your subscription is successful, you will receive an email of a receipt confirming your payment.
• 10. You will receive a second email containing your Registration Key and the Manager Registration Key.

After receiving your Registration Key and Manager Registration Key, please note:

• The Manager Registration Key is exclusively for the Manager role.
• All Registration Key are limited based on the plan you subscribed to.

Steps to Register as an Individual:

• 1. Open your browser and go to www.purplite.my. You’ll see the login page.
• 2. Click on the Sign Up button.
• 3. Complete the form with your personal information.
• 4. Enter the Registration Key:
  • Project Managers: Enter the Manager Registration Key (e.g., PRegco_Manager_***).
  • Other Users: Enter the Registration Key (e.g., PRegco_***).
• 5. Please note that the Biller will automatically be assigned the Manager role.
• 6. Click Sign Up to create your Purplite account.

As a biller, you have access to all Manager modules plus an additional tab for managing your subscriptions!

How to Renew or Upgrade Your Plan

• 1. Click on the Subscription tab from your dashboard.
• 2. Click the Upgrade Plan button to start the process.
• 3. The system will automatically pull up your information for verification.
• 4. Click on your desired plan to confirm your choice.
• 5. Press Subscribe and follow the prompts to proceed with the payment process.
• 6. Receive Confirmation Emails:
  • Once your subscription is successful, you will receive an email receipt confirming your payment.
  • You will also get a second email confirming that your renewal or upgrade was successful.

• 1. Go to www.purplite.my. This will direct you to the login page.
• 2. Enter Credentials:
  • Username: Type your registered username in the designated field.
  • Password: Enter your password carefully.
• 3. Press the Login button to access your account.

Navigating the Dashboard

• Upon logging in, you will be directed to the main dashboard where you can access various features and tools.

If you've forgotten your password, don't worry! Follow these simple steps to recover your account.

How to Reset Your Password?

• 1. From the Login page, click on "Forgot Password".
• 2. Fill in the email address associated with your account and click "Verify Email".
• 3. You will receive a confirmation code sent to your email.
• 4. Fill in the confirmation code you received.
• 5. Click "Recover Account" to proceed.
• 6. Set a new password for your account. Make sure it’s secure!

Forgot Your Email?

If you’ve forgotten the email associated with your account, please contact our support team for assistance. You can reach us at support@purplite.my.

Set Up Your Team

• 1. Go to www.purplite.my and log into your account.
• 2. After logging in, click on the Settings menu.
• 3. Select the Team option to view all teams in your organization.
• 4. Click on the New Team button to start creating your team.
• 5. Enter your team name in the provided field and click Submit to complete the setup.

Congratulations! Your team is now set up and ready to go!

• 1. Click on the Team tab to view the list of teams.
• 2. Click the Edit button next to the team you wish to modify.
• 3. Update any necessary team details.
• 4. Click Save Changes to apply your updates.

• 1. Click on the Team tab to begin.
• 2. Select All Teams to view the complete list.
• 3. Click the Delete button next to the team you wish to remove.
• 4. A confirmation box will appear. Click Delete to finalize the action.

Please note that deleting a team will not affect any associated projects; those projects will remain intact in the system even if the team is removed. Additionally, deleting a team is irreversible, so ensure that you have backed up any necessary information before proceeding.

• 1. Open your browser and go to www.purplite.my to log into your account.
• 2. Once logged in, click on the Settings menu.
• 3. Click on New Member to begin adding a new member.
• 4. Fill in the member’s details, including client and account information.
• 5. Be mindful of the account information, as the Username cannot be changed once created.

Congratulations! You've successfully set up a new member in Purplite.

• 1. You cannot change your username directly.
• 2. Please reach out to your Project Manager for assistance in creating a new account and delete the old account for you. Refer Set Up a Member.
• 3. Or, please contact the Purplite support team for assistance. You can reach us at support@purplite.my.

• 1. Go to www.purplite.my to access the login page.
• 2. Enter your username and password, then click the Login button.
• 3. Click on the Project Tracking option from the dashboard.
• 4. Type your Tracking ID (PP***) into the search field.
• 5. Press the Search button to view your project details. You will see your project’s progress, status, and additional details.

You can click the Refresh button to ensure all progress updates are displayed.

• 1. For Clients or Non-Members: If you are not a member of the organization, please request your Project Tracking ID (PP***) from the organization in charge, such as your Salesperson, Account Manager, or Customer Support representative. Contact them if you haven’t received it.
• 2. For Organization Members:
  • Go to the All Projects section under the Projects tab.
  • Click on your project name to open it.
• 3. In the Project View, copy the code displayed under the project title (#PP***).
• 4. You can also see the project tracking as clients or non-members do by clicking on the Tracking ID link.

• 1. Access your dashboard by logging into your account at www.purplite.my.
• 2. Click on the Dashboard option in the main menu.
• 3. Review the statistics summary for an overview of your performance.
• 4. Use the filter options to adjust the data displayed as needed.
• 5. Click Button Print if you want to print your dashboard, or download detailed reports directly for further analysis or sharing with your team.

• 1. Access your reporting section by logging into your account at www.purplite.my.
• 2. Click on the Reporting option in the main menu.
• 3. Review the statistics summary for an overview of your performance.
• 4. Click on any graph or chart to expand it for a more detailed view. Use the filter options to adjust the data displayed as needed.
• 5. Click Button Print if you want to print your reports, or download detailed reports directly for further analysis or sharing with your team.

• 1. Go to Status under the Settings module.
• 2. Click the New Status button and enter your custom project status.
• 3. Click Submit to save the new project status.

The default statuses are "Pending," "In Progress," "Completed," and "Aborted." These default statuses help the system analyze data for the Dashboard and Reporting module.

However, you can also create custom statuses to assist with monitoring and serve as references for your projects.

• 1. Begin by clicking on the Projects tab located in the main menu.
• 2. Select All Projects to view the complete listing of current projects.
• 3. Click the New Project button to start the creation process.
• 4. Carefully fill in all required fields, including project specifications and client information, to ensure accuracy and completeness.
• 5. Once submitted, you will receive a confirmation that your project has been successfully added to the system.

• 1. Click on the Projects tab to view your project listings.
• 2. Select All Projects to see the full list of ongoing projects.
• 3. Click the Edit button next to the project you wish to modify.
• 4. Modify any necessary project details, ensuring that all changes reflect the current project status and requirements.
• 5. Click Save Changes to apply your updates and maintain accurate project records.

To indicate that a project has been completed:

• 1. Click on the Projects tab to access project information.
• 2. Select All Projects to view the listing.
• 3. Click the Edit button next to the project that is complete.
• 4. Check the option labeled Mark as Closed to signify project completion.
• 5. Click Save Changes. The project will now be categorized under Closed Projects for future reference.

To Archive a Project:

• 1. Click on the Projects tab to begin.
• 2. Select All Projects to see your project listings.
• 3. Click on the project title to access its detailed view.
• 4. Click Mark as Archive to transfer the project to the archived section, thereby decluttering your active project list.

• 1. Click on the Projects tab.
• 2. Select All Projects to display your project listings.
• 3. Locate and click the archive icon at the bottom-left of the project listing.
• 4. A comprehensive list of all archived projects will be displayed, allowing for easy retrieval if needed.

Note: Projects will automatically transition to the archive when their status is set to Aborted, ensuring that your project lists remain organized.

• 1. Access Projects: Click on the Projects tab to review your listings.
• 2. View All Projects: Select All Projects to access the complete project list.
• 3. Select Project: Click the Delete button next to the project you wish to remove.
• 4. Confirm Deletion: A confirmation box will appear to verify your action. Click Delete to finalize the removal from the system.

Deleting a project is irreversible; ensure that you have backed up any necessary information before proceeding.

• 1. Click on the Resources tab in the main menu.
• 2. Choose the specific category (Overtime, Equipment, Travel, Vendors, or Expenses) you wish to manage.
• 3. Click the Add button associated with the selected category.
• 4. Fill in all required fields with relevant information about the resource.
• 5. Once submitted, you will receive a confirmation that your resource has been successfully added.

• 1. Go to Equipment under the Settings module.
• 2. Click the New Equipment button.
• 3. Enter all required information and click Submit.

You can also edit or delete equipment as needed.

• 1. Click on the Resources tab to view available categories.
• 2. Choose the category of the resource you want to edit.
• 3. Click the Edit button next to the resource you wish to modify.
• 4. Update the necessary details as required.
• 5. Click Save Changes to apply your updates and ensure accurate resource management.

• 1. Navigate to Resources: Click on the Resources tab to begin.
• 2. Select Resource Type: Choose the specific category you wish to manage.
• 3. Select Entry: Click the Delete button next to the resource you want to remove.
• 4. Confirm Deletion: A confirmation box will appear to verify your action. Click Delete to finalize the removal from the system.

Please note that deleting a resource is irreversible; ensure that you have backed up any necessary information before proceeding.

• 1. Click on the Client tab in the main menu.
• 2. Select All Clients to view existing clients.
• 3. Click the New Client button.
• 4. Fill in all required fields with relevant client information.
• 5. You will receive a confirmation that your client has been successfully added.

Note: If you add a new project with a new client, the client information will automatically be added to the client list.

• 1. Click on the Client tab to view the client listings.
• 2. Click the Edit button next to the client you wish to modify.
• 3. Update any necessary client details.
• 4. Click Save Changes to apply your updates.

• 1. Click on the Client tab to begin.
• 2. Select All Clients to view the complete list.
• 3. Click the Delete button next to the client you wish to remove.
• 4. A confirmation box will appear. Click Delete to finalize the action.

Deleting a client will not affect any associated projects; the projects will remain intact in the system even if the client is removed.

Please note that deleting a client is irreversible; ensure that you have backed up any necessary information before proceeding.

• Team Information: Display key details about your team.
• Team Members: List of all team members.
• Projects by Status: See all projects in action, categorized by their current status and assigned members.
• Total Completed Projects: Celebrate your successes! A handy tally of all the amazing projects your team has completed.
• Services Offered: Outline of services provided by your team.
• Project Portfolio: Showcase of successful projects completed by your department.

• 1. Login into your account at www.purplite.my.
• 2. Once logged in, you will see your Team Profile if you have been assigned to a team.

• 1. Navigate to the Team tab. Ensure you are assigned to a team.
• 2. Click the Edit icon located at the top-right corner of the banner.
• 3. Under the Background section of the team profile, click Choose File to upload a new banner image for your team.
• 4. Update the Team Name and provide a brief bio as needed.
• 5. Click Save Changes to apply your updates.

Make sure to review all changes before saving to ensure accuracy and completeness.

• 1. Go to Service in the Settings menu.
• 2. Tick the checkbox under “Quotation Included” next to the service you want to include.
• 3. Go to Quotation in the Settings menu, click Edit.
• 4. Add the necessary details related to that service that should be included in the quotation.
• 5. Click Save Changes to update the quotation list.

• 1. Go to Quotation under the Settings module.
• 2. Click the settings icon to view the receiver setup.
• 3. Choose the receiver and enter their email address.

The receiver will be notified when a quotation request is sent for their review and action.

• 1. Click on the Workplace tab in the main menu.
• 2. Click on the Quotation menu box to view the existing quotation list.
• 3. Click New RFQ to initiate your quotation request.
• 4. Enter all necessary details. If the client information is already stored in the Client list, check the Existing Client field for convenience.
• 5. Your client is not in the existing client field? Please uncheck the Existing Client checkbox and fill in the client information.
• 6. Choose the service and check the specific details as per the client's requirements.
• 7. Click Submit to send your request. It will be received by the designated person specified under the title "New Request For Quotation", as set up by your manager.

Yes, you can edit your quotation request as long as its status is still pending. You also can upload the necessary quotation document.

• 1. Go to the Workplace tab.
• 2. Click on the Quotation menu box to see the existing quotation list.
• 3. Click the Edit button next to your request.
• 4. Make your adjustments and click Save Changes.

If you need to remove a quotation request, follow these steps:

• 1. Go to the Workplace tab.
• 2. Click on the Quotation menu box to access the existing quotation list.
• 3. Click the Delete button next to the quotation you wish to remove.
• 4. A confirmation box will appear—click Delete to finalize the action.

Deleting a client will not affect any associated projects; the projects will remain intact in the system even if the client is removed.

• 1. Go to the Workplace tab.
• 2. Click on the Quotation menu box to access the existing quotation list.
• 3. Click the View button next to the quotation you wish to inspect.
• 4. Requesters can also be allowed to upload related documents to ensure all information is stored in the system for easy access.

• 1. Go to the Workplace tab.
• 2. Click on the Quotation menu box to see the existing quotation list.
• 3. Click the View button next to your request.
• 4. In the View Quotation section, click Choose File and browse for the document you want to upload.
• 5. Save your upload by clicking Send Quote.

• 1. Go to the Workplace tab.
• 2. Click on the Quotation menu box to see the existing quotation list.
• 3. A red notification will appear at the top of the Received button, indicating new requests. Click it to view.
• 4. You’ll see a listing of requests; click View for the one you wish to address.
• 5. In the View Quotation section, click Choose File and browse for the document to upload.
• 6. Save your submission by clicking Send Quote.
• 7. Once uploaded, the quotation will be successfully received by the requester, ensuring a smooth flow of information!

The Sharing Notes ensures that important information is documented and accessible to relevant members of your organization.

Creating Meeting Notes

• 1. Click on the Workplace tab in the main menu.
• 2. Click on the Meeting Notes menu box to view existing notes.
• 3. Click the New Meeting Notes button to initiate the process.
• 4. Enter essential information, including the title, meeting date, and location. Also, can attach related documents, discussions, and decisions made during the meeting.
• 5. Select the members you want to share the notes with by checking their names in the Share To field.
• 6. Click Submit to save and share your notes with the selected team members.

• 1. Click on the Workplace tab.
• 2. Click on the Meeting Notes menu box to see the existing notes.
• 3. Click the View button next to the note you want to read.

All members with whom the notes have been shared can easily access them at any time, ensuring that everyone stays informed and up to date with the important discussions and decisions documented within the notes.

• 1. Click on the Workplace tab.
• 2. Click on the Meeting Notes menu box.
• 3. Click the Edit button next to the note you wish to modify.
• 4. Update any necessary details in the meeting notes.
• 5. Click Save Changes to apply your updates.

Can I Edit My Requested Quotation?

Yes, you can edit your meeting notes as long as you are the creator.

If you need to remove your meeting notes, follow these steps:

• 1. Click on the Workplace tab.
• 2. Click on the Sharing Notes menu box.
• 3. Click the Delete button next to the note you wish to remove.
• 4. A confirmation box will appear. Click Delete to finalize the action.

Note: Only the creator can edit or delete their notes, ensuring control over the content.