Learn Nexara,
step by step.

Pick a plan on the Pricing page, create your account, and sign in. You'll land on the dashboard once everything is set up.

1. 1Open the home page to see what Nexara covers, then head to Pricing when you're ready to start.
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2. 2Open the Pricing page and pick a plan. Free Individual and Free Business plans are available to evaluate; paid tiers unlock custom branding, customisable forms, more users, more departments, and more access groups.
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3. 3Click the plan's button to start the signup flow. Workspaces use Individual plans; companies use Business plans.
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4. 4Complete checkout (Free plans skip the payment step), then sign in at /login with the credentials you just created.
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5. 5You'll land on your dashboard, which adapts to the access groups assigned to your account.
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Set the name, website, brand name and logo that appear across the sidebar and exports. Custom branding is part of paid plans.

1. 1Open Configurations and select the Company Information tab (it's labelled Workspace Information on Individual plans).
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2. 2Update the Company Name (or Workspace Name) and Website URL. BRN is read-only — contact support to change it.
3. 3If your plan includes Custom Branding, set a Brand Name and upload a logo. Accepted formats: PNG, JPG, WebP, SVG, GIF (max 2MB). You can also paste a logo URL directly.
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4. 4Click Save Changes. The new branding takes effect immediately across the sidebar.

Onboard your team, group them into departments, and manage their state from the Users and Departments tabs.

1. 1Open Configurations → Users to see your team and search through them.
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2. 2Click + Add User to open the form. Fill in Email, Password, optional First/Last Name, Username and Phone, then choose a Role (User or Client).
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3. 3If your plan includes Departments and the role requires one (User), pick the user's Department from the dropdown.
4. 4Click Create User. The user can sign in with the email and password you set.
5. 5Each row has Edit, Reset Password (sends an email link), Activate / Deactivate, and Delete actions. Your own row can't be deleted.
6. 6Switch to the Departments tab to create and nest departments and assign managers from the same view.
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Access groups bundle component access rights (View / Add / Edit / Delete / Export) plus a curated list of sidebar items. Assign a group to a user to grant the matching permissions.

1. 1Open Configurations → Access Groups. The listing shows existing groups for your company.
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2. 2Click + Add Group, name the group (e.g. "Client Coordinators"), and pick the menu items members will see in the sidebar.
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3. 3Tick the components and rights it grants. Each tick maps to a real <COMPONENT>_<RIGHT> string the backend checks on every protected page and action.
4. 4Save the group, then assign it to users from the Users tab (or when you next edit a user).

Add custom sidebar entries that link to internal paths, and edit the labels of existing items.

1. 1Open Configurations → Menu to see the current sidebar items.
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2. 2Click + Add Item to open the form. Set a Label, a Path the item should link to (e.g. /clients), and pick an Icon from the icon picker.
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3. 3Optionally restrict visibility by role. Leaving the role list empty means every role can see the item (subject to access groups).
4. 4Click Edit on any row to rename it. For items you created, you can also change path, icon, roles, or toggle Active to hide it without deleting.

System parameters power every dropdown across the platform — currencies, banks, account types, statuses, and more. They live in two schemas: Auth (system-wide) and Clients (per-tenant).

1. 1Open Configurations → Parameters and pick the schema tab (Auth or Clients).
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2. 2Click + New Parameter Type and give it a SCREAMING_SNAKE_CASE key (e.g. CLIENT_RISK_LEVEL), a description, and the first entry's value + label.
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3. 3Open the type card to add more entries from its inline form. Each entry has a value (stored) and a label (shown to users).
4. 4Toggle an entry active/inactive without deleting — useful when phasing values out.

Customise the forms that drive Add Client, Edit Client, Add Bank Account and Edit Bank Account — no code needed. The builder is drag-and-drop with a live preview, and requires the Customisable Forms (CUSTOM_FORMS) feature on your subscription.

1. 1Open Configurations → Form Schemas.
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2. 2Pick the Form variant (Add Client, Edit Client, Add Bank Account, Edit Bank Account).
3. 3Drag fields by their handle to reorder. Click Edit on a field card to change its label, type, required flag and type-specific options.
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4. 4Click + Add Field to insert a new field. Available types include text, long text, number, integer, yes/no, date, date & time, email, URL, dropdown, group, and repeating group.
5. 5For Dropdown fields, choose between manual options or a System Parameter (then pick the schema and key).
6. 6When you're happy, click Save. Reset to default reverts the variant to Nexara's built-in schema.

A client is a corporate entity your company manages on Nexara. Records combine canonical company data with any custom fields your form schema adds.

1. 1Open Clients in the sidebar. Use the search bar and status filter to narrow the listing.
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2. 2Click + Add Client (requires CLIENT_LISTING_ADD). The form is generated from your Add Client schema.
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3. 3Click any row to open the client profile, which has tabs for Overview, Banks, Filings and more.
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4. 4Use Edit on the profile to switch to edit mode (uses the Edit Client schema). Save or Discard your changes.
5. 5Export the profile to download the full overview, custom fields, bank accounts, groupings and signatories. The Clients listing also has its own Export that respects the current filters.

Each client can have any number of bank accounts. Each account can host multiple signatory groupings, and each grouping carries its own "signatures required" rule plus a roster of authorised signatories pulled from your stakeholders.

1. 1From a client profile, open the Banks tab to see all of that client's bank accounts.
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2. 2Click + Add Bank Account. Fields come from your Add Bank Account schema (typically Bank, Branch, Account Number, IBAN, SWIFT, Currency, Account Type, Status, Opened Date).
3. 3Click Manage on a bank account card to open its detail page.
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4. 4Add a Grouping (e.g. "Group A — 2 signatures required") and assign signatories with the inline Stakeholder picker. Nexara auto-links each picked stakeholder to the client with the type Authorised Bank Signatory.
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Stakeholders are people or corporate entities related to your clients — shareholders, directors, secretaries, beneficial owners and other authorised parties.

1. 1Open Stakeholders in the sidebar to see your roster.
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2. 2Filter by Type (Shareholder, Director, Secretary, Beneficial Owner, Stakeholder) or by KYC status (Pending, In Review, Verified, Rejected, Expired).
3. 3Click + Add Stakeholder, choose Type and Entity (individual or corporate), then fill in the basics: name, email, phone, share % and KYC status.
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4. 4Deactivate or activate any stakeholder from the listing actions. Export a CSV / PDF of the rows matching your current filters.

Every mutation in Nexara is recorded — creates, updates, deletes, exports, password resets, plan changes. The log is immutable for regular users.

1. 1Open Audit in the sidebar.
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2. 2Search by free text, filter by Category (Client, Bank, Company, User, …) or by Severity (Info, Warning, Critical). Use Clear filters to reset.
3. 3Each row shows the severity, category, action, description, company, user, IP and timestamp. The list paginates by 50 entries.

Manage your plan, billing address, default payment method and active subscription from the Company Information tab.

1. 1Open Configurations → Company Information. The Billing card sits next to the company form.
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2. 2Use Edit Billing Address (or Add Billing Address if you don't have one yet) to keep your invoicing address up to date.
3. 3Use Edit Payment Method to change your saved payment details. The card also shows a Remove Payment Method action when one is on file.
4. 4Use Stop Auto-Renewal on the Billing card to halt future PayPal charges and cancel pending orders. Your current paid period stays active until it expires. To request a refund for an already-paid period, use Request Refund (opens a Billing & Subscription support ticket).
5. 5Visit the Pricing page from the public site to switch plans.