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Set up your Easedesk workspace and onboard your team.
Easedesk is an AI-integrated ERP built for Indian businesses, covering HR, payroll, GST, inventory, CRM, manufacturing and 40+ more modules.
How to sign up for a new Easedesk workspace, verify your email, choose your industry pack, and invite your first user.
Send invitations, assign predefined RBAC roles (Admin, Accountant, HR Manager, Sales Manager, etc.), and scope users to specific departments.
Tour of the sidebar, breadcrumb, department switcher, search, AI assistant, and quick-action buttons in the Easedesk dashboard.
Industry packs in Easedesk pre-configure modules, accounts, departments and roles for your specific industry — Manufacturing, Trading, Services, Retail, Hospitality, Healthcare, Construction, Education.
Easedesk ships with 7 predefined roles (Admin, Accountant, HR Manager, Sales Manager, Sales Rep, Inventory Manager, Viewer). Each maps to module-level permissions you can customise.
How to restrict users to specific departments in Easedesk. Per-user allowed_departments + per-role scope (all/assigned/own).
Learn what the Dashboard module in Easedesk ERP does, who it's for, and how to monitor business KPIs for your Indian business.
Step-by-step guide to creating a widget in the Easedesk Dashboard module. Required fields, what happens after, and common gotchas.
Common problems and fixes for the Easedesk Dashboard module — missing data, permission errors, blank lists, and broken automations.
Learn what the Analytics module in Easedesk ERP does, who it's for, and how to build cross-module reports for your Indian business.
Step-by-step guide to creating a report in the Easedesk Analytics module. Required fields, what happens after, and common gotchas.
Common problems and fixes for the Easedesk Analytics module — missing data, permission errors, blank lists, and broken automations.
Learn what the Audit Log module in Easedesk ERP does, who it's for, and how to track every change for your Indian business.
Step-by-step guide to creating a audit entry in the Easedesk Audit Log module. Required fields, what happens after, and common gotchas.
Common problems and fixes for the Easedesk Audit Log module — missing data, permission errors, blank lists, and broken automations.
Learn what the Approvals module in Easedesk ERP does, who it's for, and how to route requests for sign-off for your Indian business.
Step-by-step guide to creating a approval in the Easedesk Approvals module. Required fields, what happens after, and common gotchas.
Common problems and fixes for the Easedesk Approvals module — missing data, permission errors, blank lists, and broken automations.
Learn what the Settings module in Easedesk ERP does, who it's for, and how to configure your workspace for your Indian business.
Step-by-step guide to creating a setting in the Easedesk Settings module. Required fields, what happens after, and common gotchas.
Common problems and fixes for the Easedesk Settings module — missing data, permission errors, blank lists, and broken automations.
Learn what the Users & Roles module in Easedesk ERP does, who it's for, and how to manage users + roles for your Indian business.
Step-by-step guide to creating a user in the Easedesk Users & Roles module. Required fields, what happens after, and common gotchas.
Common problems and fixes for the Easedesk Users & Roles module — missing data, permission errors, blank lists, and broken automations.
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