rapidco
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All topics

Start here

  • How rapidco is organised
  • Sign in, password, and MFA
  • Turn modules on

Companies

  • Companies and contacts
  • People on a company

Sales

  • Sales pipeline
  • Proposals and contracts

Projects

  • Create a project
  • Write the project scope
  • Tasks on a project
  • Phases, roadmap, and Gantt
  • Notes, files, links, subcontractors
  • Finish a project and open a follow-up

Documents

  • Documents and templates

Client portal

  • Client portal (staff view)
  • Client portal (customer)

Support

  • Support desk
  • Support requests

Meetings

  • Meetings

Appointments

  • Appointments and public booking
  • Linked workspaces

Billing

  • Invoices
  • Customer billing

Bookkeeping

  • Bookkeeping

HR

  • HR and applications

Leave

  • Leave (vacation planner)

Calendar

  • Company calendar

Website

  • Website module
  • Edit and publish a page
  • News, events, and links
  • Public site, contact, and book

Team

  • Invite the team
  • Roles and who can open what
  • Your profile

Settings

  • Branding
  • Custom domains
  • Workspace settings
  • Export and import a workspace
  • Reports and automation

Start here

Sign in, password, and MFA

Staff sign in with email and password. First-time invited people use Forgot password to set one.

  1. Go to /login. Enter the email used for the workspace. If you have no password yet, use Forgot password. The link is emailed; if mail is not set up, operators find it in the API logs.
  2. If the owner requires MFA, you will be asked to set up an authenticator app after sign-in. Keep the recovery codes.
  3. Change your display name, photo, and password from Profile in the account menu.
  4. Sign out from the same account menu.

Related: Your profile · Invite the team · Roles and who can open what

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