Organisation

The overview

Pressing Organisation in the sidebar opens its overview. It says in one sentence whether the workspace is set up, and shows four figures: People, Departments, Limited modules (modules open to some departments only) and Built modules.

The Setup list underneath ticks off what a new workspace needs: the workspace named, departments set up, people invited, a head of business named, and the industry pack chosen. Each row links to the screen that deals with it, where your seat can open that screen.

What is in Organisation

The sidebar rows, in order:

• Structure. The company profile, levels, departments, teams, the competency framework, recognition badges, and the workspace's cycles and reviews. See Admin.
• People & access, with People and Module access under it. Who is in the workspace, their role and reporting line, and which departments see which modules. Level 4 only. See Admin.
• Suppliers. Everybody the business buys from or subcontracts to.
• Resources. Vehicles, tools, equipment, rooms and licences used to deliver.
• Procedures. The company's procedures, and the lessons waiting on them.
• Rules & automation. Every rule the workspace runs on, on one page.
• Master data. The lists everything else picks from.
• Builder. Modules a workspace defines for itself. Not offered to customer workspaces yet; see Builder.

Workspace settings and Plan & billing are in the profile menu at the bottom of the sidebar rather than here. See Workspace settings.

Suppliers

rople.app/w/suppliers lists every supplier, contractor and service provider, with four figures across the top: On the list, Paid this year, Open with them and Documents to renew. Filter by Suppliers, Contractors, Services or Needs attention, by category, or search.

Open a supplier to see their contact, tax ID, bank details, rate, who looks after them and what has been spent with them, then:

• Documents: contracts, insurance, licences and certificates, each with an expiry date. Add a document records one; an expiring document raises an alert.
• Open with them: the tasks and purchase requests open with them. Booked and Paid: their bookings on the schedule, and what has been paid to them.
• Issues raised against them, and Resources bought from them.

Add supplier and Edit are for level 3 and above. A manager at level 3 can also Suspend this supplier, and lift the suspension later. Categories keeps the list suppliers are filtered and reported by; renaming a category carries every supplier with it.

Paying a supplier is Finance › Payables; see Procurement.

Resources

rople.app/w/resources is the register of what the business owns or uses to deliver the work. The figures are In use, Service due, Bought for and Running cost, and the list filters by Current, In use, Maintenance, Service due and Retired, and by kind.

Each resource has a kind, a state, a plate, serial or licence key, where it is kept, a custodian, who it was bought from, its cost and date, the project it was bought for if any, and how often it is serviced. Serviced today records a service, and a resource past its service date raises an alert.

Register a resource is for level 3 and above. Resources are booked against work on Work › Schedule.

Procedures

rople.app/w/process shows the procedures the company runs on and who owns each. A procedure is a document of type Procedure in the Knowledge library; it appears here on its own, with its owner, version and when it last changed. See Knowledge Base.

Lessons waiting for a procedure change lists the lessons that ask for a procedure to change. When the procedure has been updated, its owner or a manager presses Procedure changed and the lesson leaves the list.

Workflows are still designed in Work › Workflows, not here.

Rules & automation

rople.app/w/rules puts every number the workspace runs on on one page, each section saying in a sentence what it does. A manager at level 3 can read it; a level-4 seat changes it, and the page says "You can read the rules; an org admin changes them" to anybody who cannot.

• Approvals & limits. The Proposal discount limit: a proposal discounted past it waits for a manager's approval before it can be sent. Under it, Purchase approvals (how many people sign before money leaves, and who signs last), Deleting a lead (who may remove a lost lead from the pipeline), and, in workspaces with a realtor register, Recording a sale.
• Collections. How far ahead a scheduled payment shows as Ready to invoice, how many days late before the engagement owner's manager is told, and how many before it is flagged to finance.
• Issue response times. Respond within and Resolve within, in hours, for each severity. A client's own request is answered in half the time. Tick Count business hours only to run the clock Monday to Friday, 08:00 to 17:00. A new issue is promised these times; an issue already raised keeps the promise it was given. See Quality and issues.
• Alerts & escalation. Each alert Rople can raise, switched on or off with its threshold: work past its date, a late milestone, a budget used up, thin margin, money overdue, a broken promise to pay, a breached service clock, a client at risk, a lead gone quiet, an expiring supplier document, a resource due a service, an expiring certification, and somebody over capacity. Then how many days before an unacknowledged alert goes to the owner's manager. Alerts run every morning.
• Lead assignment. The Assignment rules, evaluated top to bottom, first match wins, so the order is the configuration. Then Response, follow-up and capacity: when a first response is due, which days the chasers go out, when a lead is escalated, and the default number of open leads one person holds. See Leads and pipeline.
• Client care. The department that looks after clients, the check-in cadence, when a relationship counts as dormant, birthday and purchase anniversary reminders, the new-product reminder, and the extra details every Client Care Profile starts with. See Relationships.
• Goals. Whether finishing a project moves the key results it contributes to by the value it promised. Only a workspace admin or the workspace owner can turn it on or off. See Goals and KPIs.

Real-estate workspaces also have Allocation and Furnishing here; see Real estate operations.

Master data

rople.app/w/master-data holds the lists every other screen picks from. Each section edits the same records its module reads, so there is nothing to keep in step. You see the sections for the modules you can open.

• Task statuses. What a task's status menu offers everywhere. Rename Not started, In progress, Blocked and Done, or add your own steps; each one counts as one of the four, so due dates, workload and reports keep working. Level 3 and above edit it.
• Pipeline stages. The columns of Leads & pipeline. Built-in stages can be renamed and reordered; your own can be removed, and their leads move. Level 4 edits it.
• Lead sources. Where leads come from, which attribution, campaigns and cost per close are read by.
• Payment plans. The instalment plans an offering can be sold on. Retiring one takes it off new sales; what was sold on it keeps it.
• Onboarding checklists. The steps a new engagement starts with, by its type.
• Invoicing & tax. Who the business is on an invoice, VAT and withholding, payment terms, numbering, bank details and a payment link. See Billing and collections.
• Supplier categories, managed in Suppliers.
• Fixed lists. Engagement types, issue kinds and resource kinds, which the product decides because other rules read them. They are shown so nobody looks for where to add one.

Lead sources, payment plans, onboarding checklists and invoicing are edited from level 3. Job titles are kept on People; departments and teams in Org settings.

Branches and clock-in locations

Structure has no branches. Branches, branch targets and approved clock-in locations belong to modules built for particular workspaces (Branch Goals & Performance and Front Desk Attendance). A workspace that has them opens branches under Branches & targets and sets clock-in locations in its attendance module. Everywhere else they do not appear.

Who can do what

• Everybody opens Suppliers, Resources and the Procedures, unless the workspace has narrowed them in Module access.
• Level 3, a manager, also reads Structure, Rules & automation, Master data and the audit trail. They add and edit suppliers and resources, suspend a supplier, edit task statuses, lead sources, payment plans, onboarding checklists and invoicing. Somebody with the Manager role can also create teams in Structure and edit the teams they manage.
• Level 4, an executive or owner, also opens People and Module access, changes the rules on Rules & automation, edits pipeline stages, and sees Plan & billing and Workspace settings in the profile menu.
• A workspace admin or the workspace owner changes the company profile, levels, departments, the competency framework, badges and the cycle settings, and decides the Goals switch on Rules & automation.

Common questions

I cannot see People & access. It is level 4, so the sidebar leaves it out for other seats. A manager sees the rest of Organisation.

Where did Workspace settings go? The profile menu, at the bottom of the sidebar. The workspace's industry is on its Workspace tab, and the connections are on its Integrations tab.

Where are approval limits set? Rules & automation, under Approvals & limits. An old link to them in Org settings opens Rules & automation.

Where do I change task statuses? Master data, under Task statuses.