Rople guides
Everything Rople does, one guide at a time
Start with Getting started, which covers how you get in, how the workspace is laid out and what your seat lets you see. After that, read the guide for whichever module you were given. Each one says what the module is for, what to do first, and how it connects to the rest of the workspace.
Start here
- Getting startedRople holds one company's work in one place, and this guide is for your first day in it: how you get in, how the workspace is laid out, and where to start.13 min
- What's new in RopleIn October 2026 Rople's sidebar was reorganised into seven modules, and a good deal was added inside them; this guide says where everything went and what is new.18 min
- SupportMost of what goes wrong in a workspace is a setting rather than a fault, and the person who can change it is usually in your own company.4 min
Home & you
- HomeHome answers one question: where does the company stand this morning.6 min
- My workMy work is one queue holding everything that needs you, wherever it came from.8 min
- UpdatesAn update is the weekly, monthly, project or board report you used to build in slides, built by Rople from your workspace's own records.11 min
- InboxThe Inbox is where Rople tells you things.4 min
- Your dayHome answers where the company stands; Your day answers what is going on with you.3 min
- Your business dayYour business day shows what everybody in the company is meant to be doing today, where the business stands, and, by the close, what actually moved.3 min
- AccountAccount holds your profile, your working hours and time off, how Rople reaches you, your preferences and your sign-in.4 min
Growth
- Leads and pipelineLeads and pipeline is where demand lives before it becomes money: who might buy, what they want, who is working them, and what happened the last time anybody spoke to them.12 min
- ProposalsA proposal is a priced offer to one client, built from your offerings, that becomes an engagement when the client accepts it.7 min
- OfferingsOfferings is what the company has to sell, how much of it is left, what it costs, and who is holding it.6 min
- Campaigns and partnersCampaigns and Partners & referrals are the two places a lead comes from that Rople can measure: the marketing the business does, and the people outside it who send it work.14 min
Clients
- Clients and accountsClients holds every client the business has won: the account that says who they are, and the engagements that say what they bought, on what terms, and what has been paid.10 min
- Relationships and account careAccount care is how Rople keeps a client looked after once they have bought: who is accountable for them, when somebody last spoke to them, what is coming up, and how healthy the relationship is.9 min
- Allocation, furnishing, site reports and the store roomAllocations, Furnishing, Site reports and the Store room are how a developer runs after a sale: a buyer is given their unit once they have paid, the unit is furnished once the furnishing fee is in, and the estate is built to a schedule of work that the daily report from site moves.11 min
- Recruitment: mandates, candidates, shortlists, placements and outsourcingThe Recruitment & staffing pack is how an agency runs a vacancy from the client's brief to the fee collected: the mandate, the candidates put forward for it, the placement, its invoice and its guarantee, and, for agencies that employ staff at a client's site, the outsourcing agreement and its monthly bill.10 min
Work
- ProjectsProjects is where delivery is planned and tracked against what was sold: each project carries its milestones, the tasks under them, the issues raised on it, the evidence that proves the work, and the money committed behind it.12 min
- WorkflowsA workflow is a process written down so Rople can run it: what starts a job, the stages it moves through, the steps somebody does inside each stage, and a history nobody can edit afterwards.9 min
- Tasks, meetings and to-dosWork › Tasks, meetings & to-dos holds three pages: every task you can act on wherever it was raised, the meetings you are in with their agendas and actions, and your own to-do list.9 min
- My requests and payablesRequests to spend money have two sides in Rople: Work › My requests, where you raise a request and follow it to payment, and Finance › Payables, where requests are decided and the money is sent.7 min
- Quality and issuesQuality & issues is the list of everything that went wrong in delivery, each issue filed against the project, milestone, task, engagement, client or supplier it happened on, with a clock for answering it and a clock for fixing it.6 min
- KnowledgeKnowledge keeps every document, procedure and link the company relies on, and every lesson it has learned, under Work › Knowledge in two parts, the Library and Lessons.6 min
Finance
- FinanceFinance answers three questions about the business: what money came in, what went out, and whether the work pays.8 min
- Billing and collectionsBilling and collections is how Rople turns an engagement's payment schedule into invoices, records the money that arrives, and chases what is late.12 min
People
- Goals and KPIsGoals & KPIs holds what the company is trying to do and how it is doing against it.14 min
- FeedbackFeedback is where people give and request feedback, and hold one-to-one check-ins with their team.3 min
- ReviewsReviews runs performance review cycles, from nomination through to publication.5 min
- RecognitionRecognition is where people give named credit for work that set the standard.2 min
- DevelopmentDevelopment is where your growth plan and the company's learning library live, so that "you should work on delegation" turns into something with a resource behind it and a date on it.4 min
- TalentTalent is where each person's potential is rated, who is ready for which role is planned, and the competency framework behind both is kept.4 min
- People and payPay & incentives shows whether what each person is paid is right: where each person sits in their band, and whether two people doing the same job are paid the same.3 min
- Time off and documentsTime off is one record from the request to the day you are back: who asked, who decided, how many days it counted, what came off the balance and why.19 min
- Manager CockpitThe Manager Cockpit is a manager's view of their people: how each person is doing, and whether the team has the hours for the work coming at it.5 min
Organisation
- OrganisationOrganisation is where the shape of the company is kept: its structure, its people and what each of them can open, the suppliers and equipment it works with, the procedures it runs on, the rules it enforces and the lists every other screen picks from.8 min
- IntegrationsIntegrations connects Rople to the tools your company already uses, so leads, payments, emails and meetings land on the records they belong to without being typed in twice.11 min
- BuilderBuilder is where a workspace defines modules of its own and reads what it already enforces: its rules, its workflows and the records it holds.3 min
- AdminAdmin holds the organisation's structure, its people and who can see what, and the record of what changed: Structure, People, Module access, the audit trail and the workspace's Rople plan.15 min
- Workspace settingsWorkspace settings is where this workspace is set up for everyone in it: which workspace you are in, the industry it runs on, the beta programme, and the tools it is connected to.3 min
Intelligence
- IntelligenceIntelligence reads across the other six modules to say what is happening, what is at risk, and what needs a decision.7 min
- CyclesCycles are the periods your workspace's work is measured over, and this screen shows how each one went, how it compares with the others, and where it is closed and kept as a record.8 min
- People AnalyticsPeople Analytics shows how the organisation is performing, read across everybody at once, and exports the people reports leadership reviews need.3 min
- Rople AIRople AI reads your workspace as you can, says what is stuck and why, recommends what to do, and prepares it so you only have to say yes.6 min