Getting Started

What you can do here

• Create your first tenant workspace and confirm company details.
• Set up basic configuration like timezone, currency, and document numbering.
• Learn the core navigation and find modules quickly with global search.

Before you start

• Have an administrator login or an invitation link from your organization.
• Prepare your company name, logo, address, and fiscal year start.
• Review the glossary if you are new to ERP terms.

Step-by-step

1. Create a tenant account and confirm your company profile information.
2. Set currency, timezone, tax region, and document numbering in Settings.
3. Invite your first staff members and assign roles for CRM, Projects, or Accounting.
4. Use Navigation & Search to find a module and pin your most-used menu items.
5. Visit the CRM & Sales dashboard and create a sample customer record.

Tips & Common mistakes

• Use real company settings early to avoid rework later.
• Limit admin access to a small group until policies are in place.
• Do not skip numbering setup; it keeps invoices and proposals easy to track.

FAQ

Next steps