Getting started with NexOperate
A clear first-day guide to choosing a workspace, creating an organisation, inviting users and setting up your operating foundation.
In this guide
Choose the right workspace
NexOperate is organised around industry workspaces. Start with the module that reflects the operation you want to manage, then confirm the workspace is enabled for your organisation before inviting the wider team.
An organisation can use more than one workspace while keeping each team’s navigation, permissions and operational records appropriately separated.
Create your operating foundation
Set the organisation profile, timezone, business locations and default notification preferences first. These settings provide the context used by dashboards, reports, workflow triggers and audit records.
Next, configure the basic people, customers, suppliers, assets or academic records required by your selected industry module.
Invite people and assign responsibilities
Invite colleagues by email and assign the least-privilege role they need. Administrators can review memberships, adjust permissions and remove access without changing the organisation’s historical records.
Use a small pilot group to test one end-to-end workflow before rolling the workspace out to every team.
Need a guided start?
See how this works with your team and data.
Book a walkthrough or explore the public product portfolio before you configure your workspace.