After a new company signs in, Farin shows managers two setup helpers: a welcome modal and a company checklist.
Both tools start from Dashboard, and both are meant to keep your first week of setup simple.
Quick facts
Start here
- The welcome modal is a one-time first-login tour for new companies.
- Test Demo Account opens a safe sample workspace you can explore without changing your real company.
- The onboarding checklist is shared across your company, not just one person.
- When every checklist item is complete, the panel hides for the whole company.
Step 1: Use the welcome modal on first login
Open the first-login tour
After company setup, go to Dashboard.
If your company is new, the welcome modal opens over the dashboard.
- 1 The welcome tour opens over the dashboard the first time a new company signs in.
- 2 Use the quick highlights to understand what the first-login tour is covering before you move on.
- 3 Use Next to move through the tour until you reach the final choice screen.
Choose the right path at the end of the tour
Use Next to move through the highlights.
On the last screen, choose Go to App if you are ready to set up your real company, or choose Test Demo Account if you want to explore a sample workspace first.
Step 2: Open the company checklist
Use the floating onboarding button
Back on Dashboard, open the Onboarding button near the bottom of the app shell.
Each checklist row has an Open button that takes you straight to the right page.
- 1 This shared checklist keeps the first-week setup work in one place for the whole company.
- 2 Use Open to jump straight to the page for that setup task.
- 3 Mark a row complete only after the underlying setup work is actually finished.
- 4 Complete All hides the checklist for the whole company, so save it for the end.
Mark work complete as you go
Use the check button on each row after that setup area is done.
The list covers company settings, team access, chart of accounts, sales channels, and wholesale settings.
Recommended first-week order
Shared checklist rules
The checklist is company-wide
Any active company member can mark checklist items complete.
If someone uses Complete All, the panel hides for the whole company. Save that for when setup is really done.