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getting started

Tenant onboarding wizard

The six-step wizard every new tenant sees on first login, and how to skip or resume it.

10 min read · 3 sections

Why a wizard?

New tenants land on a dashboard with no modules, no records, and no teammates. The wizard exists so the first-minute experience is "I can see value" rather than "I have to read the docs."

Each step is independently skippable. Closing the wizard stashes progress in tenant settings; clicking the "Finish setup" banner resumes from where you left off.

The six steps

  1. Tenant identity — name, slug, logo, brand color. Powers the branded UI and the tenant URL.
  2. Region — US / EU / UK / AU / CA / AE (Enterprise-plan choice). Once saved this is sticky.
  3. Invite teammates — up to 5 invites pre-checked. Later invites go through /settings/members.
  4. Install a starter module — pick one from Inspections, Incidents, Audits, Permits, Training. Others can be added later from /modules.
  5. Connect SSO — optional skip. Clicking through opens the provider registration form pre-populated with your tenant metadata.
  6. Review — a one-screen recap. Clicking Finish drops you on the main dashboard with a filled-in card set.

Resuming, skipping, restarting

  • Resume — the "Finish setup" banner appears on every dashboard until all six steps are done.
  • Skip all — click "Skip for now" on step 1; the banner will still appear once but respects your subsequent dismissal.
  • Restart — from /settings/tenant click "Reset onboarding" to clear progress and re-show the wizard. Existing modules and members are never touched.
Tags: onboarding · wizard · setup · welcome