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There are several feature modules that can be enabled or disabled, as needed. Dolibarr aims to offer ERP and CRM features for people with no technical knowledge, by providing a simple solution. Dolibarr includes all the important features of an ERP/CRM suite, except for accountancy. It is modular and is thus characterized by its ease of use, despite the large number of features.
1 - Getting started with Dolibarr
To get started with Dolibarr, you must first be registered on Maestrano and log in your Maestrano account.
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Note: As part of your Maestrano setup, you benefit from our unique Single Sign-on security feature. All your identification information (Login username, password and email address) are directly linked to your Maestrano account and you do not need to change/edit/modify them in your application.
2 - Setting up your company in Dolibarr
This section will describe how to get your company setup in Dolibarr. To do so, click on the Home button located at the top left corner of your page. You can now see the "Setup" menu on the left side of your screen.
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Let's now setup the application to match your business needs.
3 - Setting up your Dolibarr application to match your business needs
By clicking on Modules in the setup menu of the homepage, you will be directed to the page where you can choose which modules of Dolibarr are relevant to your use and needs and turn them ON and OFF.
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We will now setup users in the application.
4 - Setting up Users and Groups in Dolibarr
To go into the section related to the management of the users and groups of your application, click on the Users & Groups menu item on your homepage.
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On this page, you will be able to see all the users using your application as well as the groups. To create either of those, select New user or New group in the submenu on the left of the screen.
Creating a user and allocating permissions
Tips for adding users to Dolibarr on Maestrano: You want to know the most simple and secure way to add users to your Dolibarr application? Simply share your Dolibarr application with the users you need through your Maestrano dashboard. It's a 1-minute process, that will make you create an 'Organization' (The group of users you want to grant access to your application) and invite those users you want. Follow this very short guide and you will be done in 1 minute.
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