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Getting Started

How to set up your business organization, configure currency and tax rules, and invite your team.

1. Initial Organization Setup

When you first sign in to Asterisk, complete the initial company profile:

  1. Navigate to Settings → Company Profile.
  2. Enter your legal company name, fiscal address, and VAT / Tax Identification Number.
  3. Select your Base Operating Currency (e.g., USD, EUR, GBP, AUD).
  4. Upload your company logo to appear on all customer-facing quotations, invoices, and delivery slips.

2. Navigating the Business Platform

Asterisk is deeply integrated out of the box as a business platform software. Every pillar shares the same underlying operational database:

  • Commerce & Growth: CRM, Quotation, Invoicing, Point of Sale (POS), Sign, and Email Marketing.
  • Supply & Production: Warehouse (multi-location stock), Factory (BOMs & work orders), and Purchase.
  • Field & Support: Field Service dispatching and Helpdesk ticketing.
  • Organization & Finance: HR directory & leave approvals, Executive Dashboard, and Accounting general ledger.
  • Growth Tools: On-demand Lead Generator (usage-based tokens) and bespoke Custom Web & eCommerce builds.

3. Inviting Your Team Members

Asterisk supports granular role-based permissions:

  • Administrators: Full system access, company settings, and financial controls.
  • Sales & Counter Staff: Access to CRM, Quotation, Sign, Point of Sale, and customer records.
  • Factory & Warehouse Crews: Access to Warehouse transfers, Factory work orders, and Purchase receipts.
  • Field Techs & Support Agents: Access to Field Service tasks, mobile sign-offs, and Helpdesk queues.
  • Accountants & Controllers: Access to Invoices, General Ledger, Tax reports, and Bank Feeds.
  • Staff Members: Access to HR employee directory, expense claims, and PTO requests.

To invite team members, go to Settings → Users → Invite New User and specify their role.

Next Steps