Getting Started with AstraERP

AstraERP runs your whole business from one place — inventory & supply chain, sales & POS, accounting & banking, HR & payroll, CRM, and fleet — with a web app for the back office, an employee self-service portal, and a mobile app.

This guide takes you from signing in to understanding how the pieces fit, so the module guides make sense.

What you need

	Recommended
Browser	Google Chrome (latest). Firefox, Safari and Edge also work
Connection	10 Mbps or better
Screen	1366 × 768 or higher

Signing in

Open your AstraERP address and sign in with your email or phone number and password.

• Forgot password? starts a reset by email/OTP.
• New accounts are created by your administrator (or Create one where self-registration is enabled for your organisation).
• First sign-in on a temporary password takes you straight to a change-password screen — nothing else works until you set your own.

Companies and switching

Everything in AstraERP belongs to a company. A user account can be attached to more than one company (an accountant serving several businesses, a group with subsidiaries). After sign-in you act within one company at a time; switch from the user menu — every list, report and document you see belongs to the company you're switched into.

How the app is laid out

• Home shows the modules you have access to; each module (HR, Inventory, Account, CRM, Payroll, Fleet, POS) opens its own workspace with a sidebar menu on the left.
• The sidebar shows only the pages you've been granted (see permissions below), grouped the way work happens — e.g. HR groups Employees, Discipline, Leave, Attendance.
• Most pages follow one pattern: a header (title, description, action buttons on the right), filters, and a list; clicking a row opens the record or a detail panel.

See Navigating AstraERP for a screen-by-screen tour.

Users, pages and permissions

Access is per page, per user, per company:

1. Every screen in AstraERP is a registered page under its module.
2. An administrator grants a user the pages they need (and, where a page has them, individual actions on that page).
3. The user's menu is built from those grants — no grant, no menu entry.

So "give Ama access to Leave but not Payroll" is exactly what the security screens do. Grants also serve as the rollout switch for new features: a new module appears to nobody until its pages are granted.

Locations

Users are assigned to one or more locations (branch, office, warehouse). Stock, sales and several HR features are location-aware; if you see "no location assigned" after sign-in, an administrator needs to assign you one.

First-day checklist for a new company

1. Company profile — details, logo, letterhead (Config → Letterhead; letters and exports print on it).
2. Locations — create your branches/warehouses.
3. Users — add your team, grant pages, assign locations.
4. Module setup — each module has its own setup screens (Chart of accounts, Products & stock, HR employees, Discipline catalogue, Payroll items). The module guides start with their setup page.
5. Templates — email/SMS message templates and document numbering are under Settings.

Getting help

• These docs — use the search box, it covers every page.
• Support: support@astraerp.com · call/WhatsApp +233 (0)244-896-544 / +233 (0)256-290-530.