Getting Started

This guide walks you through registering your company on Pinkapple ERP, logging in for the first time, and navigating the dashboard.

System Reference

Area	How Users Reach It	What Users Usually Do There
Landing Page	Pinkapple public website	Learn about the product and start company registration.
Company Registration	Public registration page	Register the organization and create the initial tenant context.
Login	Company-specific app login link provided during onboarding	Sign in with the administrator credentials.
Context Selection	Login flow where multiple services or business units are available	Choose the active service and business unit before using the app.
General Dashboard	Dashboard after login	Review KPIs, approvals, recent activity, and follow-up actions.

Step 1: Register Your Company

1. Visit the Pinkapple public website.
2. Click Get Started or Register Company.
3. Fill in the registration form:

Field	Description
Company Name	Your organisation's legal or trading name (e.g., "Acme Financial Services")
Owner's Full Name	The name of the primary administrator
Company Email	The email address where login credentials will be sent
Phone Number	Contact phone number with country code
Country	Select your country of operation

4. Click Register Company

What Happens Next

After you submit the form, Pinkapple automatically provisions your company environment:

1. Database creation — A dedicated, isolated database is created for your company
2. System setup — All required structures, rules, and configurations are prepared
3. Default configuration — A default service, business unit type, head office business unit, admin role, and fiscal calendar are created
4. Credentials email — Your login credentials are sent to the company email you provided

You can track the setup progress in real time on the registration page. The process typically completes in under two minutes.

TIP

Save the setup tracking URL from your email. If the page closes, you can use it to check the status of your company provisioning.

Step 2: First Login

1. Open the company-specific login link provided in the credentials email.
   • Your company alias is a URL-friendly version of your company name, for example acme-financial-services. It is included in the credentials email.
2. Enter the email and temporary password from the credentials email
3. You will be prompted to set a new password on first login

Two-Factor Authentication (OTP)

If your company has two-factor authentication enabled, you'll be redirected to the OTP verification page after entering your credentials. Enter the code sent to your email or phone.

Service Context Selection

If your company has multiple services configured, you'll see a Context Selection page after login. Choose the service context you want to work in (e.g., "Banking & Finance" or "Community Finance & HR"). This determines which modules and data you see in the sidebar.

INFO

You can switch between services at any time using the Service Switcher in the sidebar. See Navigation & Permissions for details.

Step 3: The Dashboard

After login, you land on the General Dashboard. The dashboard provides an overview of key metrics depending on your role:

• General Dashboard — High-level organisational metrics, approval items pending your action, and recent activity
• Teller Dashboard — Available for teller roles, showing till balances, today's transactions, and cash position
• Loan Officer Dashboard — Available for loan officers, showing portfolio summary, pending applications, and arrears

Approval Items

The dashboard includes an Approval Items section showing records awaiting your approval across all modules — GL journals, loan applications, transactions, etc. Click any item to review and approve or reject it.

Time Context Indicator

The top bar includes a time context indicator. It helps users confirm the date and posting window that operational actions will use before they submit work.

Open the indicator to review:

• Today — the current date in the user's configured timezone.
• Open business day — the business day currently open for the active business unit.
• Posting window — whether posting is currently open, closed, or not configured.
• Active workspace — the active business unit and service context.

The indicator uses color signals:

• Green means the posting window is open and the open business day aligns with today.
• Red means attention is required, such as a closed posting window or an open business day that does not match today's date outside migration mode.
• Orange means the posting window or context is not fully known or configured.

When the menu is open, affected rows are outlined so users can see whether the issue is the business day date, posting window, or both. During migration mode, a deliberate difference between today's date and the migration business date is expected and is not treated as an operational warning.

Step 4: Initial Setup

After your first login, you'll want to configure the foundational settings for your company. Follow these guides in order:

1. Organisation Details — Set timezone, language, base currency, date format
2. Business Units & Types — Define your branch/department hierarchy
3. Users & Roles — Create user accounts and assign roles
4. Currency Setup — Activate the currencies you operate in
5. Calendar & Fiscal Periods — Set up your fiscal year and periods
6. Chart of Accounts — Build your GL account hierarchy
7. GL Posting Rules — Define how transactions post to the GL

WARNING

The order matters. Business units must exist before you can create users assigned to them. Fiscal periods must exist before you can post journal entries. The chart of accounts must exist before you can configure GL posting rules.

Website And App Areas

Pinkapple separates public marketing, the tenant application, and documentation:

Area	Purpose
Public website	Landing page and company registration
Tenant application	Secure working area for company users
Documentation	User guides and implementation guidance

Use the menu labels in the app to move between modules instead of relying on copied links. Permissions, active service, and active business unit can change what each user is allowed to open.