Description: Essential tool that guides you step by step through the initial settings needed to activate and make a new workspace operational.
What is it for? (Practical examples)
This tool is designed to ensure that your new workspace is properly configured before starting daily activities.
- Quick start: Allows you to complete all mandatory configurations (such as language selection or basic settings) in a single guided session.
- Error reduction: Ensures you do not skip crucial steps that could compromise system functionality later.
- Immediate access: Once completed, it directs you straight to the operational Dashboard, ready to start working.
Main features
The Initial Setup Wizard is a sequential and intuitive process.
- Step-by-step navigation: The process is divided into clear phases, which must be completed in order. The system always indicates where you are in the process.
- Return to environment: You can interrupt the setup at any time and return to the selection or management screen of operational environments.
- Completion confirmation: At the end of the last step, the system displays a success message accompanied by a brief animation, confirming that the environment is ready.
How to configure
The Wizard starts automatically the first time you access a new environment that has not yet been configured. No preliminary settings are required; just follow the on-screen instructions.
| Interaction Element | Description |
|---|---|
| "Next" Button | Proceeds to the next configuration step. |
| "Back" Button | Returns you to the environment selection or management screen, temporarily canceling the setup process. |
| Fields to fill out | During various steps, you will be asked to enter key information (e.g., company name, time zone, etc.). |
Automatic integrations
The Initial Setup Wizard is tightly integrated with system startup and operational areas.
Access to Dashboard
Once all Wizard steps have been successfully completed, the system automatically unlocks access to the main Dashboard. A button appears allowing you to immediately enter the operational environment and start using all software features.
State storage
The system keeps track of the Wizard completion. Once the environment has been configured, you will no longer be prompted to perform these initial steps, ensuring direct and fast access in future sessions.
