Neffico Point Help

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Setting up your workspace ​

You just brought Neffico Point to your organization, and you're the first one in. This page takes you from your very first sign-in all the way to a working setup: create your workspace, invite your team, and build the first pipeline so everyone can start adding cases.

Were you invited by a teammate?

If someone sent you an invitation link, you don't set anything up — just follow Joining a workspace instead. This page is only for the person starting a brand-new workspace from scratch.

Step 1 · Sign in for the first time ​

The portal lives at hub.neffico-point.com — that's your front door every day, so bookmark it. Sign in with the email you used when you signed up. The first time in, you may be asked to set your password.

Once you're in, you'll land on your Dashboard. If your account is ready to start a workspace, you'll see a welcome card that reads Welcome to Neffico Point! with a Create Your First Workspace button.

Seeing "wait for an invitation" instead?

If the welcome card asks you to wait for an invitation from your administrator, your account isn't set up to create a workspace yet. Reach out to whoever set up your account (or Neffico) and they'll get you sorted.

Step 2 · Create your workspace ​

Select Create Your First Workspace. A short window opens where you name your new space.

  1. Enter a Workspace Name — usually your organization's name (for example, My Organization).
  2. Add a Description if you'd like. This one's optional.
  3. Select Create Workspace.

That's it — your workspace is ready, and you're its owner, with full admin access. You'll see the workspace name across the top of the screen so you always know where you are.

What's a workspace?

A workspace is your organization's private space in the portal — your cases, your people, your programs, and your settings. Everything your team does happens inside it, and only the people you invite can see it.

Step 3 · Build your first pipeline ​

Before you can add any cases, your workspace needs at least one pipeline — the set of steps a case moves through, in order (a new contact comes in, you reach out, you collect what you need, and they become active). If pipelines are new to you, start with the Intake Overview.

Open the pipeline manager ​

  1. Go to the Intake area to open the case board.
  2. In the pipeline picker at the top-left, choose Manage pipelines. The Pipelines list opens.
  3. Select Create your first pipeline, then choose Start blank. Your new pipeline opens in the editor (in a new tab) with a single placeholder step to build from.

Set it up ​

  • Name it. Type a name for the pipeline at the top-left of the editor.
  • Choose who it's for. Set Manages to the kind of person this pipeline handles — for example student, client, patient, volunteer, or staff. Everyone you add to this pipeline is saved with this type, so pick the word that best describes them.
  • Build your steps. Select Add step for each stage of your process. For every step you give it a Name, pick a Category — New, Active, Pending, Completed, or Closed (this is how the board groups your cases) — and can set a color. Two handy toggles: Action required flags a step as needing attention, and Final step marks the one that closes the case.
  • Connect the steps so each one leads to the next, and the editor draws the path your cases will follow.
  • Save as you go. Your pipeline stays a Draft while you're building — no cases can land on it yet.

The type quietly connects pipelines

The type in Manages does more than label people. When you search for someone inside a pipeline, you also see people of the same type from your other pipelines.

Say you run two summer pipelines — one for middle school, one for high school. Give both the type student, and searching in either one finds the kids from both. That's handy when a family has children in each. But a pipeline for contractors is a different kind of person, so give it its own type. That way your contractor searches stay clean, with no students mixed in.

Publish it ​

When your pipeline is ready, open the Actions menu and choose Publish. Once it's published, the pipeline can accept new cases — and your team is ready to work.

Draft vs. published

A Draft pipeline is yours to shape freely, but it can't take cases yet. Only a Published pipeline appears when you're adding a case. You can keep editing after you publish — your changes carry through to cases already in flight.

Step 4 · Invite your team (when you're ready) ​

You don't have to do this right away, but when you want to bring teammates in, head to Workspace Settings → Workspace Members and create an invitation link for each person — you send the link yourself, by email or chat. As you invite each person, you choose what they're allowed to do.

What's next ​

Your workspace is set up and your first pipeline is live. From here you can:

See it all come together

Want the whole thing as one real story? The Better Without It guide walks a single case from brand-new all the way to graduation.