Multi-Location Management

Overview

NEXOS supports multi-location operations — multiple locations, branches, or business units under a single organization. Each location processes documents independently while roll-up reporting provides a consolidated view across all locations.

Adding Locations

Navigate to Settings → Locations → Add Location. Assign a name and address. Each location receives its own email ingestion address.

Location-Level Permissions

Users can be scoped to one or more locations. An executive might have access to all locations; a location manager only to their assigned location. Configure permissions when inviting team members in Settings → Team.

Consolidated Reporting

All Reports views include a location filter. Select All Locations for consolidated totals or filter to a specific location for site-level detail.