Create your account and invite your team

Your ERPDunia account belongs to your organisation, not to one person. The first user becomes the account owner, who controls billing, security settings and who else can sign in.

Create the account

1. Start a free trial from the pricing page, or accept the invitation our team sent you.
2. Verify your mobile number and email with the one-time codes we send.
3. Enter your business name, address and state. Add your GSTIN now if you have one, so every invoice carries it.
4. Choose a strong password, then turn on two-step verification from Profile > Security.

Invite your team

Give every person their own login. Shared logins make the audit log useless and cause trouble when someone leaves.

1. Open Settings > Users and click Invite user.
2. Enter the person's name, mobile number and email.
3. Pick a role such as Admin, Accounts, Front desk or Field staff. Roles decide which screens and actions each user can see.
4. On multi-branch plans, choose the branches the user can access.

Invitations stay valid for 7 days. The person sets their own password when they accept.

Before you go further

• Check the user limit on your plan. Invited users count towards it once they accept.
• Add a second admin so the account never depends on one phone.
• Deactivate, rather than delete, anyone who leaves. Their history stays intact.

Need help planning roles? Raise a ticket and our onboarding team will set them up with you.