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
Work
- HomeHome answers one question: where does the company stand this morning.4 min
- InboxThe Inbox is where Rople tells you things.3 min
- My WorkOne queue holding everything that needs you, wherever it came from.3 min
- Meetings and tasksA slim panel with three tabs covering the things that sit between modules: meetings you are in, tasks you have been given, and the list you keep for yourself.2 min
- Knowledge BaseEvery document, procedure and link the company keeps, in one list, with one of them open beside it.4 min
Revenue
Operations
- ProjectsDelivery measured against what was sold.3 min
- WorkflowsA workflow is a process written down so the software can run it: the stages a case moves through, the steps somebody does inside each stage, and a history nothing can edit afterwards.3 min
- ProcurementRequests to spend money, the decisions made on them, and the vendors the money goes to.2 min
People
- Goals and KPIsWhat the company is trying to do, and how it is doing against it.3 min
- FeedbackFeedback given, feedback requested, and the one to one check ins that carry it.2 min
- ReviewsPerformance review cycles, from nomination through to publication.2 min
- RecognitionPublic credit for work that set the standard.2 min
- DevelopmentYour growth plan and the company's learning library.2 min
- TalentWhere each person sits on performance and potential, who is ready for which role, and the competency framework both of those are read against.2 min
- Manager CockpitYour team in one place.2 min
Finance
Intelligence
Workspace
- BuilderWhere a workspace adds to Rople rather than reading about it: the modules it defines for itself, the rules it enforces, how leads are routed, its workflows, and the records it holds.3 min
- Adminare level 4.3 min
- Workspace settingsHow this workspace behaves for everyone in it.1 min
- Your dayWorkspace Home answers where the company stands.1 min
- AccountYour profile and your personal preferences.2 min