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5 articlesOnboarding Clear all filters
Teams, permissions and security in Xcellerate OPS: who sees what (including money)
Onboarding15 Sept 2026 5 min read

Teams, permissions and security in Xcellerate OPS: who sees what (including money)

Decide who sees what before you invite anyone. How to set up teams, role-based access, MFA and offboarding in Xcellerate OPS.

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Bring your customers, deals and time into Xcellerate OPS: CSV import and Clockify migration
Onboarding2 Sept 2026 5 min read

Bring your customers, deals and time into Xcellerate OPS: CSV import and Clockify migration

Migrate to a new PSA without a consultant: import customers, deals and contracts by CSV and bring your time over from Clockify.

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How to set up a custom domain with free TLS in Xcellerate OPS
Integrations21 Aug 2026 3 min read

How to set up a custom domain with free TLS in Xcellerate OPS

Put your workspace and client portal on your own domain. One CNAME record, one click for the certificate, automatic renewal.

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Connect your mailbox, Teams, WhatsApp and website chat to Xcellerate OPS
Onboarding20 Aug 2026 5 min read

Connect your mailbox, Teams, WhatsApp and website chat to Xcellerate OPS

How to get every customer message into one queue on day one: your shared mailbox, Microsoft Teams, WhatsApp, website chat and booking pages.

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Your first hour in Xcellerate OPS: setup checklist, branding and the modules you actually need
Onboarding4 Aug 2026 5 min read

Your first hour in Xcellerate OPS: setup checklist, branding and the modules you actually need

A practical guide to your first hour as an Xcellerate OPS admin: the setup checklist in the right order, only the modules you need, and your own branding.

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