Getting started · Guide 5 of 624

First login and finding your way around

When you log in to RockifyERP, you land on your home screen. Each area of the business has its own workspace, and you only see the ones your role allows.

How to do it in RockifyERP

  1. Open your company’s RockifyERP address and log in with the email and password your administrator gave you.
  2. On the home screen, click a workspace, for example Selling.
  3. Use the menu on the left to open a list, such as Customer, Quotation or Sales Invoice.
  4. Click + Add on any list to create a record, or click a row to open one.
  5. Click your initial or photo to open My Settings or log out.

Tip: Can’t see a workspace you need? Ask your RockifyERP administrator to check your role.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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