Logging in and initial setup

What you'll learn

The first three steps when starting with ERPNext (log in → check the home screen → change password) summarized in one place.

• How to log in from the invitation email or a URL
• Where the home screen lives right after login
• Password change and initial settings to take care of on the first day

---

How to log in

To log in to ERPNext, open the link in the invitation email from your administrator, or go directly to the ERPNext URL in your browser.

Step 1: Open the login screen

Enter the ERPNext URL (e.g. https://your-site.erpnext.jp) into the browser's address bar. A login screen labeled "Login to Frappe" appears.

Step 2: Enter your email and password

• Email: enter your registered email
• Password: enter your set password

Click "Log in".

Tip: With "Log in via email link", you can sign in via email-based authentication without a password.

Step 3: Verify the home screen

On successful login, you land on the Home (/app/home) — the common entry point for everyone. Shortcuts to key business hubs are arranged: Sales progress board, Purchase hub, Work-order workbench, Accounting workbench and more.

Next: How to use the home screen is covered in detail at Home screen and business hubs.

---

Initial setup

If this is your first login, the setup wizard appears. Configure the following:

Company information

1. Company name: enter the formal name
2. Abbreviation: short name shown on print formats (e.g. MH)
3. Default currency: select "JPY"
4. Country: select "Japan"

Fiscal year

1. Start date: e.g. April 1
2. End date: e.g. March 31

---

Change password

For security, we recommend changing your password right after the first login.

1. Click the user icon at the top right
2. Choose "Settings"
3. Enter the new password under "Change password"
4. Click "Save"

---

Next steps

Once login and initial setup are done, this reading order is recommended:

1. Home screen and business hubs — what the screen right after login lets you do
2. How to read the screen / basic operations — left menu, top bar and work area
3. The role-specific manual that matches your work (you can find it from the entry guide)