Executive summary. Work through setup in steps you can leave and come back to.
Definition
Onboarding is the routed sequence that takes an organization from created to ready to use.
What to do
Start onboarding from the invitation you received as the organization owner.
Work through the steps in order. Each step has its own address, so you can send one to a colleague or return to it later.
Leave whenever you need to. Progress is kept, and reopening returns you to where you stopped rather than to the beginning.
Why the steps have addresses
A wizard that lives in one page loses everything on a refresh and cannot be shared. Each step being a real address means an interruption at the counter costs nothing, which is the normal case rather than the exception.
Frequently asked questions
I closed the tab halfway through. Do I start again?
No. Reopen onboarding and it resumes at the step you reached.
Referenced standards and further reading
- Attergo Knowledge Center ↗Attergo
Related articles
How to invite a colleague to your organization →