Getting started with OPS360
Welcome to OPS360
OPS360 brings your operations — CRM, HR, payroll, field service, recruitment and more — into one place. This guide gets you from sign‑up to a working workspace in a few minutes.
1. Set up your workspace
Add your company details and logo under Settings. This branding appears across your portals and documents.
2. Invite your team
Go to Teams & Roles to invite users and assign roles. Roles control which modules and actions each person can access.
3. Turn on the modules you need
Only pay for what you use. Enable modules (HR Manager, Recruitment, Field Service, Payroll, etc.) from your plan, and they appear in the left menu.
4. Get help anytime
Each module's Settings page links to its How‑to Guides, and you can always reach us from Contact Us.
