Getting started

Getting in

Everybody signs in at rople.app/signin. How you arrive the first time depends on how the workspace was set up.

Rople sent you a setup link. This is how the owner of a workspace Rople built for them takes it over. The page says Your workspace is ready. Your email is filled in and locked, because the link was issued to it. Add your name and the other details it asks for, create a password, type it again, and press Open my workspace. You become the owner and land in the workspace. A setup link lasts seven days and works once. Older links that start rople.app/claim/ still work and open the same page.

Your team sent you an invite code. Twelve letters and numbers, like K7QX-2M9P-XF3D, that the whole team can use. The invitation they send has a link that opens the sign-in page with the code already in it: it names the workspace, and you sign in, or press New here? Create an account instead, and join. If you only have the code, choose Create account on the sign-in page and type it in the Invite code box at the top — capitals, dashes and spaces do not matter. Once the code is accepted the page names the workspace and the role you will join as, and the company name is not asked for, because the workspace already exists. Signing in instead? Enter your invite code under the sign-in form, or the Set up your workspace screen, takes the code too. You join with the role, level and department the code gives. An invite link from before codes works the same way: open it, or paste it where the code goes. If the link only accepts your company's email domain, use your work address. You can also use Join with Google.

You were invited by email. An invitation addressed to you. It opens the same page with your email locked to that address.

You are signing up yourself. Choose Create account on the sign-in page. It asks for your full name, your company name, your job title, your work email and a password, typed twice. Sign up with Google does the same with your Google account. Rople then asks what kind of business you run and sets up a workspace for it (see below).

After the first time, sign in with your email and password, with Continue with Google, or with Email me a sign-in link instead, which sends a one-time link to an account that already exists. A password needs at least 8 characters, with a capital letter, a number or a symbol. If the email confirming a new account did not arrive, the sign-in page offers Resend the confirmation email. Forgot password? sends a reset link.

Creating an account records that you agreed to the Terms of Service and the Privacy Policy, both linked under the form.

Setting up a workspace yourself

If you signed up yourself and belong to no workspace yet, Rople shows Set up your workspace. If somebody at your company already uses Rople, enter the invite code they sent you there instead. Otherwise Create your workspace opens four steps, and nothing is written until the third is done.

1. Industry setup. Real estate, solar and energy, construction, professional services, software, marketing, logistics, finance, healthcare, education, retail, manufacturing, hospitality, agriculture, oil and gas, facility management, non-profit, or something else, which asks what you do. Real estate opens a workspace built for it. Every other industry opens the General workspace, and the screen says so.
2. Preview. The board you would open on, with sample cards, and the roles and what each sees.
3. Adjust. Company name, size, country and currency; the pipeline stages, renamed, removed or added; your departments and the roles you want, each in its department. The roles become the workspace's own: they are listed under Organisation › People & access › Roles and under each department in Module access, and you invite people straight into them. The records the workspace keeps are listed, not switched on and off. Last, an optional question about what would help a business like yours most. It changes nothing today; it tells Rople what to build next.
4. Invite team. A code for each role you kept, which gives that role's title, level and department and, if your email is a company address, a rule that joiners use one too. Copy it, share it on WhatsApp or by email — the message links straight to the sign-in page with the code filled in — or skip and do it later from People & access › Roles.

Your workspace starts focused: Rople creates Sales, Client Accounts, Delivery (Operations for real estate) and Finance beside Executives, and gives each its trade. Choose a department when you invite somebody, or make one invite code per department, and they arrive filed; anybody who arrives in no department sees their own work and nothing of any trade until you file them in People.

Workspace settings › Workspace shows the industry you chose. Which workspace you run on is set by Rople: when one is released for your industry, Rople moves you onto it. That renames things and moves no records.

The first things an owner does

Get the team in. A new workspace shows a card on Home asking you to create the team invite code, and it goes once the code exists. The same control is Invite people on Organisation › People & access › People, and on the People overview.

Then open Organisation. Its overview has a Setup list that ticks itself off as you go: the workspace is named, departments are set up, people are invited, a head of business is named, and the industry pack is chosen. Each line links to where it is done. After that:

1. Check Structure: the company profile, the levels, the departments and the teams.
2. Open People & access › Module access and check which departments see which trade modules. A focused workspace keeps Leads, Accounts, Engagements, Projects, Workflows, Payables and Offerings to the departments ticked for them; executives and workspace admins see them all.
3. Look through Rules & automation (approvals, limits, collections, service levels, alert rules, lead assignment) and Master data (stages, sources, payment plans, invoicing and tax, and the other lists everything picks from).

Organisation covers each of these.

How the workspace is laid out

The sidebar on the left has two parts.

At the top, three rows that are yours: Home, My work and Inbox. Home is where the company stands. My work is everything waiting on you. Inbox is where Rople tells you things, and it slides in over the page rather than replacing it.

Below a rule, the seven modules, in the order work moves through a business:

• Growth — how work is won: leads, proposals, offerings, campaigns, partners.
• Clients — how relationships are sustained: accounts, engagements, subscriptions, onboarding, service.
• Work — how it is delivered: projects, workflows, tasks and meetings, requests, the schedule, quality and knowledge.
• Finance — money in, money out, and whether it pays.
• People — who is responsible, who has capacity, who needs to grow.
• Organisation — structure, people, rules and the shape of the workspace.
• Intelligence — what is happening, what is at risk, what needs a decision.

You only see a module if there is something in it you can open, so two people in the same company can have different sidebars. Hover a module's name to read its one line.

Module overviews

Clicking a module opens its overview, and the module unfolds in the sidebar to show what is inside it. The arrow at the right of a module's row unfolds it without leaving the page you are on, for when you only want to see where something lives.

Growth, Clients, Work, People and Organisation each have an overview page of their own:

• A sentence Rople writes about the module from your records, with how many records it read.
• The module's headline figures, each saying what it was counted from.
• Needs you: what in this module is waiting on you.
• A card for each part of the module you can open, with its live figures and Open →.
• Connections out: what this module has handed to the next one, such as the engagements Growth handed Clients this cycle.

Finance and Intelligence open on their Position page instead, which was already each one's overview.

Inside a module, rows can carry a small chip:

• Soon — planned and not built yet. Opening it says what it will do and what to use today.
• Beta — pre-release. Until your workspace joins the beta it is greyed out; a workspace admin joins in Workspace settings › Workspace.
• Custom — built for your company by Rople.
• Built — made by somebody in your workspace.

Getting around

Search. The box at the top of the sidebar, Search this workspace, looks across records (projects, leads, clients, documents, people and more), not only page names. ⌘K, or Ctrl K, jumps to it. Archived records are left out until you press Archived under the box. Search finds only what you could open: a module your department has not been given is not searched, and goals are the ones you could see in Goals, with the key results and tasks under them.

Create. Home, My work and every module overview have a Create button at the top right. It lists what you may start: a task, a meeting, an issue or a project; a lead, a proposal or a campaign; a purchase request; a document or a lesson; and, at level 4, Invite people. Each item opens the page that owns it with its form already open, and you only see items your seat may create.

Back and forward. Move the pointer to the top of the screen and a small bar with back and forward arrows appears at the top left of the page. It walks the same history as the browser's own buttons. It hides again when you move away.

Hiding the sidebar. The double arrow beside the Rople logo hides the sidebar completely. The modules are then in a dock that appears when you move the pointer to the bottom of the screen, and the back-and-forward bar gains a button to bring the sidebar back.

The profile menu. Your name at the foot of the sidebar opens it:

• Profile — your account. See Account.
• Workspace settings and Plan & billing — for the workspace owner and workspace admins.
• Archive & trash — what has been filed away or deleted.
• What's new — the cards introducing the new layout, shown again.
• Getting started — these guides, in a new tab. Updates is what has shipped lately, and Support is how to reach us.
• Appearance — Light or Dark.
• Sign out.

On a phone

A phone has a tab bar along the bottom instead of the sidebar: Home, then the first three modules you have anything in (Growth, Clients and Work for most people), then More. Tapping a module's tab opens a sheet of what is inside it.

More opens with your name and a link to your Account, then holds the rest of the modules, then Yours: the archive, and Workspace settings and Plan & billing for the people allowed them. At the bottom are Help and guides and Sign out.

The top of every screen has search and a My work button with the count of what is waiting. On Home there is also an Inbox button. Where a page has one main action, it floats above the tab bar.

Dark mode

Choose Dark under Appearance in the profile menu, or in Account › Preferences on a phone. Rople remembers the choice in this browser, so it follows you from page to page but not to another device.

Seats, levels and what you can see

Every person in a workspace sits in a seat. A seat is a position, not a job title, and it carries a level from 1 to 4:

• Level 1, team member. Your own work, your own goals, your own records.
• Level 2, team lead. The above, plus a team.
• Level 3, manager. A department, and the screens that report on one.
• Level 4, executive or owner. The whole workspace, including the screens that decide what everybody else can do.

Your level belongs to the workspace: you can be a manager in one and a team member in another.

Full seats and Team seats. On a paid plan, Rople bills each person as one of two kinds of seat, and decides which from their role. A team member (level 1) is a Team seat: they work their own leads (the ones they are given, add or import), their own tasks, goals and reviews, and read Knowledge and Offerings. A team lead or manager (level 2 and up) is a full seat. So is the owner, and a level-1 person you make a Workspace, HR or Finance admin or who has people reporting to them. The seat follows the person, not their department: a team member in a department given Accounts or Finance is still a Team seat, and on it opens only what a Team seat can. On Free, everybody is a full seat. See Plan & billing in Admin.

Beside the level, the owner can give anybody an admin role, which works at any level: Workspace admin sets the workspace up, HR admin reads people's private records (reviews, improvement plans, talent, pay), and Finance admin reads the company's money. Each is kept apart from the others, so whoever configures the workspace does not by that read anybody's pay. See Admin.

Almost every module is open to everybody to read. Everyday records, such as a lead, a task, an issue or a purchase request, anybody can add. Setting up and removing records in Growth, Clients, Projects, Finance and a few others starts at level 3. A few modules are closed below a level, each for a reason:

• Pay & incentives shows salary bands, so it opens at level 3, and to HR admins.
• People analytics and Talent are about named people across the workspace. Level 3, and HR admins.
• Finance and Intelligence are the company's money and readings. Level 3; finance admins open Finance at any level. Payroll totals are shown only to HR and finance admins and executives.
• Organisation's Structure, Rules & automation and Master data open at level 3. People & access, and every change to Organisation, are level 4 or a workspace admin.
• Workspace settings and Plan & billing are level 4 or a workspace admin.
• Your business day is for the head of the business only.

Beyond that, a workspace decides which departments see which modules, in Organisation › People & access › Module access. A focused workspace shows each department its own trade and keeps the rest out of the way. A module you cannot see is not in your sidebar, and the page refuses if you reach it by its address. Both halves matter: a hidden link is not a closed door.

The words your workspace uses

Rople ships neutral names for five parts of the product and expects workspaces to rename them: Leads & pipeline, Offerings, Accounts, Engagements and Projects. A law firm calls Projects "Matters". An estate agency calls Leads "Enquiries". The guides use the neutral names, so if your sidebar says something else, that is the workspace speaking and not a different product.

Real estate workspaces also have Allocations, Furnishing, Site reports and Store room, which other workspaces do not. See Allocation, furnishing and site reports.

Where to start on day one

Open Home. It gives you one sentence about where the company stands, the figures behind it, what is waiting on you, and what moved since you last looked.

Then open My work. Almost nothing on it was typed by a person. It collects what every module has decided needs you, in one queue, so "what am I meant to be doing" does not depend on remembering to check six screens. Its tabs also hold Your day, your own goals and feedback.

Those two pages are the working habit. Everything else you open because one of them sent you there.

If you used Rople before the seven modules, What's new in Rople says where everything moved.

Getting help

Each guide has the same shape: what the module is for, who can open it, what to do first, then each screen inside it. If a screen in your workspace does not match the guide, the workspace has been set up differently; Organisation is where that lives. If you are stuck, read Support.