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Articles on:
Administration & settings
For the administrator: users, permissions, companies and environment settings.
Users, permissions & security
Logging in to Robaws
There are two ways to log in to Robaws, with a username and password or with a Google or Microsoft account, plus multi-tenant access.
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How multi-factor authentication works
Secure your Robaws account with an extra code from your authenticator app: how to enable multi-factor authentication, log in and keep your recovery codes.
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Problems logging in
The most common reasons why someone cannot log in to Robaws or Wappy, and how to solve them yourself.
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Changing your password
How to reset a forgotten password yourself via the login page, and how an admin sets a new password for a user.
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Filling in your password automatically when logging in
Autofill is set in your browser, not in Robaws: how to store your Robaws login in the Google Password Manager in Chrome.
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Changing the e-mail address of a user
Change the e-mail address of your user account from your own profile and confirm it via the invitation link on the new address.
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Setting up the permissions of your users
How user roles determine what a user may see, change and delete in Robaws, and how you share a single project with a user.
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Adding a new user
How to create a new user for Robaws and Wappy, assign a password and set the most important options on the user.
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Help, Chrome says I have been hacked
What the Chrome warning about a leaked password really means and how to change your Robaws password quickly.
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Environment & company settings
General | Settings
A step-by-step guide through the general settings of Robaws: master data, settings, decimals, PDF options, titles and legal forms, and documents.
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Starting a second environment or using multiple companies in one environment
Compare working with multiple companies in one Robaws environment against starting a separate environment per company, and see how to set each one up.
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Adding a company
What the company details in Robaws are used for, when to add an extra company, and which fields you fill in on the company card.
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Billing
How automatic billing works at Robaws: the billing overview, licence prices, other costs and answers to the most common billing questions.
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Translations
Send quotations, invoices and work orders out in your customer's language automatically by storing translations with your items, remarks and conditions.
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Time and date display
How Robaws displays dates, times and numbers, and how you change that display through the language on your profile.
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