Getting Started with Ryela
A quick introduction to Ryela: setting up your company, users, and first assets or jobs.
#setup
#intro
#onboarding
Steps
1
Log in and open the dashboard.
2
Complete your company settings.
3
Create users and assign access levels.
4
Add assets and products.
5
Create jobs, customers, or schedules.
Transcript
Getting Started with Ryela
Welcome to Ryela! After you create an account and log in, you’ll land on the dashboard.
The system has a left-hand menu with all modules: CRM, Jobs, Assets, Fleet.
First steps:
- Go to Settings → Enter your company details, categories, products, brands, suppliers, and batteries.
- Next, create users with the right access levels.
After setup:
- Add your assets and products.
- Create jobs, use the Transport Scheduler or Service Scheduler.
- Go into CRM and create customers.
- Then you can start generating invoices and managing operations.
For more help, visit the Knowledge Base for detailed guides and videos, or contact our team directly.
FAQs
Go to Settings → Company and complete your company information.
Yes, we recommend adding users and assigning roles early.