> ## Documentation Index
> Fetch the complete documentation index at: https://docs.softbooq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get your Softbooq workspace set up and your first module running in under 15 minutes

<Steps>
  <Step title="Create your account">
    Go to [app.softbooq.com/signup](https://app.softbooq.com/signup) and create your account.

    During onboarding you will be asked to:

    * Choose a workspace name (this becomes your subdomain)
    * Select your industry
    * Pick the modules you want to activate — you can change this later

    <Tip>
      Use your work email. Softbooq ties your workspace to your domain, which makes it easier to invite teammates.
    </Tip>
  </Step>

  <Step title="Complete your company profile">
    Go to **Settings → Company Profile** and fill in:

    | Field               | Why it matters                                       |
    | ------------------- | ---------------------------------------------------- |
    | Company name & logo | Appears on all outgoing invoices, quotes, and emails |
    | Registered address  | Required for legally compliant invoices              |
    | Default currency    | Sets the base currency across Finance and Sales      |
    | Timezone            | Affects scheduling, timestamps, and reports          |
    | Fiscal year start   | Required before you can run financial reports        |

    <Note>
      You cannot generate invoices or run reports until your company profile and fiscal year are saved.
    </Note>
  </Step>

  <Step title="Connect your email">
    Go to **Settings → Email** and connect your email provider. This lets Softbooq send invoices, quotes, and notifications from your own domain.

    <CardGroup cols={3}>
      <Card title="Microsoft 365" icon="microsoft">
        Sign in with your Microsoft account. Requires admin consent for your organisation.
      </Card>

      <Card title="Google Workspace" icon="google">
        Sign in with Google. Works with any Google Workspace account.
      </Card>

      <Card title="SMTP / Other" icon="envelope">
        Supports SendGrid, Mailgun, Postmark, or any custom SMTP server.
      </Card>
    </CardGroup>
  </Step>

  <Step title="Invite your team">
    Go to **Settings → Users & Roles** and invite your first team members.

    Available roles:

    | Role         | What they can do                                                  |
    | ------------ | ----------------------------------------------------------------- |
    | **Admin**    | Full access to all modules and settings                           |
    | **Manager**  | Access to all modules, cannot change billing or security settings |
    | **Employee** | Access to assigned modules only                                   |
    | **Viewer**   | Read-only access across all modules                               |
    | **Client**   | Access to the client portal only — cannot see the ERP             |

    <Tip>
      Start with one Admin and one Manager. You can fine-tune permissions after your first week.
    </Tip>
  </Step>

  <Step title="Activate your first module">
    Pick the module that solves your most immediate problem and set it up first. Come back and activate others once you are comfortable.

    <CardGroup cols={2}>
      <Card title="Send invoices and get paid" icon="file-invoice" href="/erp/finance">
        Set up Finance first. Create your first invoice in under 2 minutes.
      </Card>

      <Card title="Manage customers and close deals" icon="users" href="/erp/crm">
        Add your first customer in CRM and track your pipeline.
      </Card>

      <Card title="Track employees and run payroll" icon="briefcase" href="/erp/hr">
        Add your first employee, set up pay grades, and run your first payroll.
      </Card>

      <Card title="Manage stock and warehouses" icon="boxes-stacked" href="/erp/inventory">
        Add your first product, set stock levels, and create a warehouse.
      </Card>

      <Card title="Run projects and track time" icon="diagram-project" href="/erp/projects">
        Create your first project, add tasks, and start logging time.
      </Card>

      <Card title="Raise purchase orders" icon="cart-shopping" href="/erp/procurement">
        Add a supplier and raise your first purchase order.
      </Card>
    </CardGroup>
  </Step>

  <Step title="Explore how everything connects">
    Open the **System Map** in the app sidebar (at the bottom) to see a live diagram of every module and how data flows between them — for example, how a sales order in CRM flows into Finance as an invoice, or how payroll in HR posts to the Finance ledger.

    This is the fastest way to understand the full platform and plan which modules to activate next.
  </Step>
</Steps>

***

## What to do next

<CardGroup cols={2}>
  <Card title="ERP Overview" icon="layer-group" href="/erp/overview">
    Understand the full module map and how the ERP is structured.
  </Card>

  <Card title="Finance" icon="chart-pie" href="/erp/finance">
    Invoicing, expenses, payments, and your chart of accounts.
  </Card>

  <Card title="Settings" icon="gear" href="/erp/settings">
    Integrations, security, billing, and workspace configuration.
  </Card>

  <Card title="HR" icon="briefcase" href="/erp/hr">
    Employees, payroll, leave, attendance, and onboarding.
  </Card>

  <Card title="Softbooq Files" icon="folder-open" href="/files/overview">
    Connect your cloud storage — SharePoint, Google Drive, OneDrive, and more.
  </Card>

  <Card title="Public & Portals" icon="globe" href="/portals/landing-page">
    Set up your storefront, client portal, careers page, and landing page.
  </Card>
</CardGroup>