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Getting Started with OpsHub

Welcome to OpsHub! This guide will help you get up and running with our investment operations platform in just a few minutes.

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Prerequisites

Before you begin, ensure you have:

Account Access

Valid OpsHub account credentials

Browser Requirements

Chrome, Firefox, Safari, or Edge (latest versions)

Network Access

Stable internet connection

Permissions

Appropriate user permissions for your role

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Quick Start Steps

1

Access the Platform

Navigate to https://opshub.nomark.ai and log in with your credentials
2

Complete Initial Setup

Follow the onboarding wizard to configure your workspace and preferences
3

Connect Data Sources

Link your existing systems and data sources using our integration wizard
4

Configure AI Agents

Activate and configure AI agents based on your operational needs
5

Create Your First Workflow

Use the workflow builder to automate your first business process

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Initial Configuration

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1. Workspace Setup

Configure your workspace settings: 
// Example workspace configuration
const workspaceConfig = {
  organization: "Your Organization Name",
  timezone: "America/New_York",
  currency: "USD",
  fiscalYearEnd: "12-31",
  complianceRegion: "US",
  dataRetention: "7-years"
}

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2. User Management

  • Add Users
  • Define Roles
  • Set Permissions
  1. Navigate to Settings → Users
  2. Click Add User
  3. Enter user details and role
  4. Set permissions
  5. Send invitation

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3. Data Integration

Connect your data sources:
  • PostgreSQL, MySQL, SQL Server
  • MongoDB, DynamoDB
  • Snowflake, BigQuery
  • Custom JDBC/ODBC connections
  • Bloomberg Terminal
  • Reuters Eikon
  • Charles River
  • SimCorp Dimension
  • SFTP/FTP servers
  • AWS S3, Azure Blob
  • Google Cloud Storage
  • Network file shares

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Core Features Overview

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AI Agent Assistant

Activate your first AI agent:
The Orchestrator Agent is your starting point - it coordinates all other agents and helps you navigate the platform
# Example: Activating an agent via API
import requests

response = requests.post(
    "https://api.opshub.nomark.ai/v1/agents/activate",
    headers={"Authorization": "Bearer YOUR_API_KEY"},
    json={
        "agent_type": "orchestrator",
        "configuration": {
            "mode": "interactive",
            "context_retention": True
        }
    }
)

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Dashboard Creation

Build your first dashboard:
  1. Select Template - Choose from pre-built templates
  2. Add Widgets - Drag and drop components
  3. Connect Data - Link to your data sources
  4. Customize - Adjust colors, layouts, and filters
  5. Share - Publish to team members

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Workflow Automation

Create a simple workflow:

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Common Use Cases

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For Fund Administrators

  • Set up daily NAV calculation workflows
  • Configure trade reconciliation processes
  • Automate investor reporting

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For Portfolio Managers

  • Create real-time position dashboards
  • Set up risk monitoring alerts
  • Automate rebalancing workflows

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For Compliance Officers

  • Configure regulatory reporting
  • Set up breach detection rules
  • Create audit trail reports

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Best Practices

Start Small

Begin with one workflow or process before expanding

Use Templates

Leverage pre-built templates to accelerate setup

Test Thoroughly

Use sandbox environment before production deployment

Document Everything

Keep notes on configurations and customizations

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Keyboard Shortcuts

Speed up your workflow with these shortcuts:
ShortcutAction
Cmd/Ctrl + KQuick search
Cmd/Ctrl + /AI assistant
Cmd/Ctrl + NNew workflow
Cmd/Ctrl + DNew dashboard
Cmd/Ctrl + SSave changes
EscClose modal

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Environment Variables

For developers integrating with OpsHub: 
# Required environment variables
OPSHUB_API_KEY=your_api_key_here
OPSHUB_API_URL=https://api.opshub.nomark.ai/v1
OPSHUB_WORKSPACE_ID=your_workspace_id
OPSHUB_ENVIRONMENT=production

# Optional configurations
OPSHUB_TIMEOUT=30000
OPSHUB_RETRY_COUNT=3
OPSHUB_LOG_LEVEL=info

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Troubleshooting

If you encounter issues during setup, check our troubleshooting guide or contact support

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Common Issues

  • Verify credentials are correct
  • Check if account is activated
  • Clear browser cache and cookies
  • Try incognito/private mode
  • Verify data source credentials
  • Check network connectivity
  • Review integration logs
  • Confirm permissions
  • Check agent status in dashboard
  • Verify API limits not exceeded
  • Review agent configuration
  • Restart agent service

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Next Steps

Now that you’re set up, explore these resources:

Agent Guide

Deep dive into AI agents

Data Modeling

Advanced data management

Workflows

Build complex automations

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Getting Help

Pro Tip: Use the AI assistant (Cmd/Ctrl + /) at any time to get contextual help and suggestions based on what you’re working on.