Rople Guides
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Start here · 5 min read

Getting started

Rople holds one company's work in one place. The records a sales person keeps, the projects an operations manager runs, the money finance reports on and the goals everybody is measured against are the same records, read by different modules. That is the reason a number on one screen and the same number two clicks away cannot disagree: there is only one of it.

Who this is for
everybody, on their first day in a Rople workspace.

Getting in

There are three ways somebody arrives in a workspace, and which one applies depends on how the workspace was set up.

You were sent a claim link. This is how the owner of a workspace Rople built signs in for the first time. The link opens at rople.app/claim/..., shows the workspace being claimed, asks for your name, phone, job title and a password, and asks you to agree to the terms and the privacy policy. Submitting it creates your account, makes you the owner, and signs you straight into the workspace. The link works once.

You were sent a join link. One link that the whole team can use. It opens at rople.app/join/..., you sign up, and you land in the workspace with whatever role the link was created with. If the link is restricted to your company's email domain, use your work address.

You were invited by email. An invitation addressed to you personally. Accept it and you are in.

Afterwards you sign in at rople.app/signin with your email and password, or with a magic link sent to that address.

The first thing an owner does

Mint the team invite link. Rople asks for this on the first run, and the same control lives permanently in Admin, so it can be done later or done again. One link, shared once, is what gets everybody else in. Until it exists you are alone in a workspace built for a company.

After that, three things are worth doing in order:

  1. Open Admin and check the organisation. Its name, its departments, its teams, and the levels people sit at.
  2. Open Admin, then Module access and decide which departments see which modules. A module is open to everybody unless the workspace narrows it.
  3. Open Builder and look at what the workspace already enforces. Most of a custom workspace arrives configured, and Builder is where you see what that configuration is.

Finding your way around

The sidebar on the left lists every module the workspace has, grouped the way the company thinks about them: Work, Revenue, Operations, People, Finance, Intelligence and Workspace. You only see the groups that contain a module you can open, so two people in the same company can have sidebars of different lengths.

Most rows in the sidebar are pages and open in the main area. Two of them are panels and slide in over whatever you are reading: the Inbox and Meetings and tasks. That is deliberate. Both are things you check while doing something else, and neither should cost you your place.

Collapsing the sidebar hides it completely rather than leaving a rail of icons. The navigation moves to a dock that appears when you reach for the bottom of the screen, and it lists exactly the same modules.

At the top of every module there is its name, a line saying what the module is for, and any sub navigation that module has. Search is in the sidebar, and it looks across records rather than only across page names.

Dark mode follows a control in your Account, and Rople remembers it.

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, middle management. The above, plus a team.
  • Level 3, senior management. 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.

Access is written against the level and the function of a seat rather than against the name of a department, so the rules hold whether a department is called Sales, Lettings or Clinical.

Almost every module is open to everybody by default. Four are not, and each for a reason worth knowing:

  • People and Pay shows salary bands. Opening it publishes the company's compensation ranges, so it stays closed until a workspace deliberately widens it.
  • People Analytics is performance data about named people read across the whole workspace at once. Managers and above.
  • Admin opens at level 3, so a manager can see the organisation without being the owner. The screens inside it that change what other people can do stay at level 4.
  • Workspace settings is level 4.

Beyond that, a workspace decides for itself which departments see which modules, in Admin, then Module access. A module you cannot see is not listed in your sidebar and the page refuses if you reach it by URL. Both halves matter: a hidden link is not a closed door.

The words your workspace uses

Rople ships neutral names for four modules and expects workspaces to rename them. A hospital calls Inventory "Beds and stock". A law firm calls Projects "Matters". An estate agency calls Leads "Enquiries". The guides in this set use the neutral names, so if your sidebar says something else, that is the workspace speaking and not a different product.

Where to start on day one

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

Then open My Work. Almost nothing on that page was typed by a person. It collects what every module has decided needs you, in one queue, so the answer to "what am I meant to be doing" does not depend on remembering to check six screens.

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

Getting help

Every module guide in this set has the same shape: what the module is for, who can open it, what to do first, then each screen inside it. Read the guide for the module you were given. If a screen in your workspace does not match the guide, the workspace has been configured differently, and Admin or Builder is where that configuration lives.