DOCUMENTATION & FAQ

Frequently Asked Questions

Getting Started

What is Roots?

Roots is a modern ERP solution designed specifically for startups and MSMEs. We help you manage your inventory, sales, finance, and customer relationships in one unified platform. It's built to scale with your business while keeping operations simple.

How do I create a new organization?

When you sign up for an account, you will be prompted to create your first organization through our onboarding flow. You can also create additional organizations from the workspace switcher in the dashboard menu. Each organization has its own isolated data and user roles.

Can I invite my team members?

Yes! Based on your subscription plan, you can invite team members and assign them specific roles (Admin, Manager, Staff) to control their access levels across different modules. You can manage invites in the Organization Settings page.