Onboarding flow
The onboarding process guides new users through setting up their account in three main steps: profile setup, workspace creation, and team collaboration.
Onboarding Flow
The onboarding process follows this sequence:
User Authentication
User signs in with their credentials
Profile Setup
Complete personal profile information
Workspace Creation
Set up organization workspace and preferences
Team Collaboration
Invite team members and configure permissions
Implementation Details
Onboarding Status Tracking
The system tracks onboarding progress using two main fields in the user settings:
Flow Control
The onboarding flow includes automatic redirects based on the user's progress:
- Users must be authenticated to access onboarding
- Completed users are redirected to the main application
- Users are directed to their last incomplete step
Onboarding Steps
Profile Setup
Initial user profile configuration including name, avatar, and preferences
Workspace Setup
Creating and configuring workspace settings, branding, and defaults
Team Collaboration
Inviting team members and setting up roles and permissions
Route Structure
Usage Example
To check the user's onboarding status: