Staff ERP — introduction
The internal ERP is the main workspace for Ethica staff. After you sign in, you use the sidebar to move between areas. Some items appear only if your organization has a module turned on, or if your role grants the right access.
Signing in and the dashboard
- Sign in using the credentials and sign-in method your administrator provides.
- The Dashboard is the default home. Use it for summaries and shortcuts your organization configures.
Feature modules
Your organization may enable only some of the following modules. If a module is off, related menu items are hidden.
- Customers — customer records and related processes (such as profile update requests).
- Investments — transactions, rate guide, portfolio assets.
- Finance — chart of accounts, funds (where applicable), accounting entries, general ledger, trial balance, finance guide, ledger audit.
Module availability is decided at organization level; not all teams see every module.
Sidebar areas (at a glance)
| Area | Typical use |
|---|---|
| Core | Dashboard, customers, profile updates |
| Investments | Transactions, rate guide, portfolio assets |
| Finance | Accounting and reporting tools |
| People | Staff, branches, roles and permissions |
| Departments | The org structure — heads, membership, and what a department drives |
| Appraisals | Performance reviews, KPI templates, staff confirmation |
| System | Activity logs, error logs |
Permissions
Even when a module is on, each person only sees what their permissions allow. For example, some users can view all investments; others only their own. Some can approve requests; others can only view them.
Plain-language permission groupings are described in people-and-access.md. Your administrator assigns permissions through Roles & permissions.
Related documentation
- System overview — which app for which audience
- Customer-facing portal (for contrast with staff tools)