Your First Login

Your account is provisioned and ready to go. This article covers your first login experience and the recommended steps to get your workspace set up for real use.

Logging in for the first time

Company accounts

Navigate to your workspace URL:

https://yourcompany.nexusrms.io

Enter the email address and password you used during registration. As the account creator, you are automatically logged in as CoreAdmin with full system access.

Freelancer accounts

Navigate to your Node:

https://nodes.nexusrms.io/fl/your-id

Enter your registered email and password to access your dashboard.

The welcome dashboard

On your first login, you will see a welcome dashboard with a guided setup checklist. This helps you configure the most important aspects of your workspace before inviting your team.

Recommended setup steps (Company)

We recommend completing these steps in order:

1. Upload your company logo

Go to Settings > Company Profile and upload your logo. This appears on:

• The login screen for your workspace
• All generated documents (quotes, invoices, packing lists)
• The client portal
• Email notifications sent from your workspace

2. Configure your company details

In Settings > Company Profile, verify and complete:

• Registered company address
• VAT number (if applicable)
• Company registration number
• Main contact phone number
• Default currency and tax rate

3. Set up your warehouse

Go to Warehouse > Locations and configure your primary warehouse:

• Warehouse name and address
• Operating hours
• Contact details

You can add multiple warehouses later if you subscribe to the Multi-Warehouse addon.

4. Add your first equipment

Navigate to Equipment > Inventory and start adding items. You can:

• Add items manually one by one
• Use the bulk import tool to upload a CSV from your current system
• Scan QR codes or barcodes if you have labels ready

5. Create your first client

Go to Clients and add your first client record. Include:

• Company name and contact details
• Billing address
• Payment terms and credit limit

6. Invite your team

Navigate to Settings > Users to invite team members. Choose the appropriate role for each person:

Role	Cost	Access
CoreAdmin	£50/mo	Full access including financials and settings
CoreManager	£30/mo	Full access to financials, no settings
Project Manager	Free	Projects, equipment, crew (no financials)
Warehouse Staff	Free	Warehouse operations, check-in/out
Technician	Free	Assigned jobs, time tracking
Viewer	Free	Read-only access

7. Customise your dashboard

The default dashboard gives you a solid starting point, but you can customise it by:

• Adding or removing widgets
• Rearranging the layout with drag and drop
• Choosing from 50+ available widgets covering all system areas

Recommended setup steps (Freelancer)

1. Complete your profile

The more complete your profile, the more likely companies are to connect with you. Prioritise:

• Professional photo
• Skills and specialisations
• Day rate and availability
• PLI and certification uploads

2. Sync your calendar

Connect Google Calendar, Outlook, or Apple iCloud to automatically show your availability. This prevents double-bookings and helps companies see when you are free.

3. Connect with companies

Start building your network by connecting with rental companies you work with. If they have shared a join-crew link, use that for instant auto-connection.

Exploring your workspace

Take some time to explore the system. During your trial, everything is unlocked. Try:

• Creating a test project with equipment and crew assignments
• Generating a quote and converting it to an invoice
• Building a packing list for a warehouse operation
• Setting up a recurring project template
• Customising your dashboard layout

Getting help

If you need assistance at any point:

• Knowledge Base — Browse articles at nexusrms.io/kb
• Community Forum — Ask questions at community.nexusrms.io
• Email Support — Contact [email protected]

Next steps

If you encounter any issues during registration or setup, see the Troubleshooting Registration article for solutions to common problems.