Quick Start Checklist / Onboarding Wizard

Use this Quick Start Checklist to get up and running with Modeve ERP quickly. Most new users can complete these steps within 30–60 minutes.

Welcome to Modeve ERP!

Follow this checklist after your first login. You can mark items as done as you go.

Phase 1: Account & Profile Setup (5 minutes)

• Update your Profile Photo and personal details

• Set your Time Zone to your location. default is Hong Kong (UTC+8)

• Choose preferred Language (English / Traditional Chinese)

• Change your password to something secure (if needed)

• Review and accept any company policies or terms

Phase 2: Company / Workspace Basics (10 minutes)

• Go to Settings → Company Settings and verify/update:

  • Company name and logo

  • Business address

  • Contact information

  • Currency

• Configure Email Notifications preferences

• Set up your Working Hours and Holidays (if applicable)

Phase 3: Add Your Team (10–15 minutes)

• Invite team members (Admin → Employees/Users → Invite)

• Assign appropriate roles and permissions

• Ask team members to complete their own profile setup

Phase 4: Set Up Your First Project (10 minutes)

• Create your first Project (see next manual section for details)

• Add team members to the project

• Create sample Tasks with deadlines

• Set project milestones

Phase 5: Connect Finance & Clients (optional, 10 minutes)

• Add your first Client

• Create a test Invoice or Expense

• Link bank/payment details (if using finance module)

Phase 6: Test Key Features

• Create and close a sample Ticket

• Send a test message in team chat

• Check Reports and Dashboard widgets

• Install and log in to the Mobile App (see previous section)

Onboarding Wizard (if available)

On first login, Modeve may show a guided Onboarding Wizard that walks you through the above steps automatically. If you skipped it, you can usually restart it from:

• Profile menu → Complete Setup or Onboarding

Pro Tip: Assign one person in your team as the “Modeve Champion” to help others get started.

Congratulations!
You have now completed the basic setup. Your Modeve workspace is ready for daily use.