Complete Society ERP setup
7 phases · MC Admin & Secretary · Progress saved automatically
Phase 1 — Foundation
Step 1.1 Society setup → Sites → Create main site (name, city, code).
Step 1.2 Units → Create each flat OR Setup → Onboarding import (ZIP/CSV).
Step 1.3 Community → Resident profiles (optional now; needed for app).
Checkpoint Unit count matches society register.
Phase 2 — People & access
Step 2.1 Society setup → Committee & staff access → secretary, treasurer, staff.
Step 2.2 Create guard users (one per gate device).
Step 2.3 Optional: RBAC access groups for sub-committees.
Phase 3 — Security & gate
Skip if gate module not licensed.
Step 3.1 Security → Gates
Step 3.2 Security → Vehicle passes
Step 3.3 Configuration → Gate pass settings
Step 3.4 Test visitor IN/OUT with QR
Phase 4 — Operations
Helpdesk — categories, assign staff
Fleet (if licensed) — vehicles, trips
Utility meters (if licensed)
Phase 5 — Finance
Treasurer leads this phase
5.1 Billing heads → 5.2 Billing rules → 5.3 Calendar
5.4 Generate maintenance invoices
5.5 Cash book opening · 5.6 GL (if licensed)
Phase 6 — Optional modules
Enable only licensed modules:
| Module | Start at |
|---|---|
| Amenities | Amenities → Classes, slots |
| Parking | Parking → Zones, slots |
| Payroll | Workforce → Payroll profiles |
| Governance | Notices, meetings, NOC |
Phase 7 — Dashboard & go-live
7.1 Home → Configure dashboard widgets
7.2 Configuration → Notification templates
Go-live Sign off with Creataum implementation contact