Welcome to Intellia ERP
This guide will walk you through the initial setup process to get your organization up and running with Intellia ERP in minutes.
1. Account Login & Dashboard
Upon receiving your welcome email, click the verification link to set your password. Once logged in, you will be greeted by the main dashboard.
- Admin Login: Go to the login page and enter your credentials.
- Dashboard Overview: Quick stats on revenue, active projects, and pending tasks.
2. Company Profile Setup
Before adding users, complete your company profile to ensuring accurate reporting and invoicing.
Go to Settings > System Settings > Company Settings
- Company Name: Enter your registered business name.
- Address & Phone: This will appear on all generated invoices.
- Logos: Upload your light and dark mode logos for branding.
3. Inviting Users & Roles
Intellia ERP supports unlimited users with specific roles (e.g., Accountant, HR Manager, Employee).
- Navigate to User Management > Users.
- Click + Create New.
- Enter Name, Email, and assign a Role.
- The user will receive an email invitation to set their password.
4. Importing Data
If you are migrating from another system, you can use our CSV import tools.
Modules supporting import: Customers, Vendors, Employees, Products.
Need Setup Assistance?
Our onboarding team can help you migrate your data and configure the system.
Request Onboarding Help