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Getting Started

Getting Started

Get your Arkan ERP workspace running in 5 minutes.

1. Create Your Account

Register at app.arkanerp.com/register . You will need:

  • Full name
  • Work email address
  • Password (minimum 8 characters)
  • Company name

After registration, you will receive a verification email. Click the link to activate your account.

2. Choose Your Industry

Select your industry to configure default labels, features, and module visibility:

IndustryDefault Modules
Software DevelopmentProjects, Sprints, Bugs, Git, Time Tracking
Digital AgencyProjects, CRM, Time Tracking, Proposals
ConsultingProjects, CRM, OKRs, Time Tracking
ConstructionProjects, Job Costing, Inventory, Safety
GovernmentProjects, Requests, Workflows, Compliance
LegalProjects, CRM, Legal, Conflict Checks
General BusinessProjects, CRM, Accounting

You can change your industry selection later in Settings > General. See Modules for the full list of available modules.

3. Set Up Your First Company

Your initial company is created during registration. To configure it:

  1. Go to Settings > Company
  2. Set your base currency, fiscal year start month, and tax configuration
  3. Upload your company logo for document branding

Need multiple companies? See Multi-Company for details.

4. Invite Your Team

Go to Settings > Members and invite your team. Each member is assigned a role:

RoleAccess Level
OwnerFull access including billing and organization management
AdminFull access to all modules and company settings
MemberCreate and edit records in enabled modules
ViewerRead-only access

See Permissions for detailed role comparisons and feature gating.

5. Create Your First Project

  1. Click Projects > New Project
  2. Fill in:
    • Project name — e.g., “Website Redesign”
    • Key — Short prefix for work items (e.g., WEB)
    • Client — Optional client assignment
    • Description — Brief project overview
  3. Your project board is ready. Start adding work items.

See Projects for details on boards, sprints, and time tracking.

6. Activate More Modules

Go to Settings > Features to enable additional modules based on your plan:

  • Accounting — Double-entry bookkeeping, invoicing, financial reports
  • HR — Payroll, leave management, attendance
  • Inventory — Multi-warehouse stock management
  • CRM — Sales pipeline and contact management
  • Procurement — Purchase orders and vendor management

7. Explore the Dashboard

After setup, the Dashboard displays KPIs and activity from all your active modules. You can customize the layout and configure AI Insights for automated business observations.

Next Steps

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