See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.
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
After company setup, go to Dashboard.
If your company is new, the welcome modal opens over the dashboard.
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.
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.
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.
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.
