How can I go ahead with the basic setup of my new account with BORG?
Step-by-Step Guide to Basic Setup of a New Registered Account in Borg Desk ERP
After registering a new account in Borg Desk ERP, you need to configure the essential settings to start using the system smoothly. Follow these steps for a seamless setup.
Step 1: Login & Access Dashboard
1️⃣ Open Website www.borgerp.com
2️⃣Log in using your registered email & password.
3️⃣You will be directed to the Borg Desk Dashboard.
Step 2: Configure Company Profile & Settings
1️⃣ Navigate to Settings on Top Right > Profile Management.
2️⃣ Fill in essential company details Like-
✔Business Name
✔Contact Person Name & Mobile
✔Billing Address & Contact Info
✔GSTIN / PAN (if applicable)
✔Logo Upload for Invoice Branding
3️⃣ Save the details.
Step 3: Set Up User Roles & Permissions
1️⃣ Go to Settings on Top Right > Users --> User Management.
2️⃣ Add team members & assign roles (Admin, Sales, Accounts, Inventory, etc.).
3️⃣ Define access levels based on department needs.
Click to Guide In User Management | Define User Privilege | How to Create Departments
Ready to Use!
Once the basic setup is completed, your business is ready to leverage Borg Desk ERP for seamless operations!
Need Further Help? Let us know if you need a demo or additional customization guidance. ????
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