Complete workspace onboarding

1. Purpose & Overview

The onboarding wizard is the setup screen a new workspace sees before it uses NEXUS. It asks for your industry, how your team operates and a short description of your company, then configures the workspace to match. The Suite Selector is the page where you choose which NEXUS suite to open.

What Launch my workspace does, in order:

1. Saves your industry, specialty, website and description on the workspace and looks up the core profile from your industry. AI does not choose the core profile.
2. Asks AI to suggest the everyday words your industry uses (for example Client instead of Customer) and to write a short briefing for Nexus Intelligence. If AI is unavailable, generic words are kept and the briefing is built from what you typed.
3. Marks onboarding complete.
4. Adds a starting Chart of Accounts and work order categories for your sector, a default main warehouse, and the workspace currency.

If step 4 only partly works, onboarding still counts as complete and the wizard does not warn you. A super admin can repair it by running the Tenant Provisioner against your workspace.

2. Target Role

• Operational persona: the business owner or the person setting up the company's workspace.
• Required permission: an active tenant_admin or super_admin grant. The setup request returns "Only a workspace administrator can complete onboarding" for anyone else.

3. Prerequisites

• A workspace created through Signup and checkout.
• You are signed in as a workspace administrator.
• Your industry and specialty. Settings later shows industry, sub-sector and core profile as read-only values, so choose them carefully.
• Optional: your company website and a sentence or two describing what the company does.

4. Step-by-Step Instructions

1. Sign in. NEXUS sends you to /onboarding automatically only when all of these are true: you have exactly one workspace, its status is Trial, onboarding is not marked complete, and no core profile is set. People with several workspaces, or with no workspace grant, are never sent there. If the check itself fails, you go straight into the app so you are never locked out.
2. Step 1 of 4, Your industry. Under "What industry are you in?" choose your industry. The hint says "This sets your terminology, modules and chart of accounts baseline." A second list, "Which best describes your focus?", appears. Choose a specialty. Continue stays disabled until an industry is chosen. Changing the industry clears the specialty.
3. Step 2 of 4, How you operate. The intro reads "Select everything your team does day to day. Choose as many as apply." None is required.
   • Dispatching crews to job sites
   • Operating trucks or heavy vehicles
   • Stocking and shipping inventory
   • Manufacturing or assembling products
   • Billing client engagements or cases
   • Running multi-phase projects
4. Step 3 of 4, About your company. Optionally enter Company website (placeholder https://yourcompany.com) and answer What does your company do? in your own words. Both are marked optional. A website, if given, lets AI read public context to tailor your vocabulary.
5. Step 4 of 4, Review & launch. The summary rows are Industry, Focus (your specialty), Operations, Website and Description. A note says NEXUS will tailor terminology, enable the right modules and brief Nexus Intelligence. Select Launch my workspace. A building screen replaces the form and the buttons disappear. Keep the page open until it finishes.
6. When setup succeeds, the whole page reloads at the dashboard with your workspace terminology and modules applied.
7. Along the way, use Back to return a step, the Help link beside the step counter for guides, and the small help icon next to Launch for an explanation of that step.
8. To choose a suite later, open /suite-selector. ERP is always available. A suite tile is locked only when your organization has switched that module off. Technicians are sent to the mobile portal instead.

5. Common Errors & Troubleshooting

6. Related Workflows

• configure-workspace-settings
• invite-users-and-assign-access
• tenant-provisioner