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Getting StartedWorkspace Setup

Workspace Setup

Use this once when starting a new company on Mashroo3.

1) Confirm the correct workspace

After login, check the workspace/company name in the left sidebar.

If you have more than one company, switch to the correct one before adding data.

2) Fill business info

Go to Settings > General and add:

  • Business name
  • Contact details
  • Basic operational settings

3) Add your team (if needed)

Go to Settings > Team and invite team members.

Best practice:

  • Give each person their own login.
  • Do not share one account across all staff.

4) First module flow

For most businesses:

  1. Inventory
  2. My Items (Catalog)
  3. Customers
  4. Orders/POS
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