ProductPlatform
Onboarding
User guide for Onboarding in the Numezis company portal.
Overview
Onboarding wizard and company creation flows for new organizations.
Where in the app
- See the module in the company portal sidebar (
/c).
Step-by-step
- Complete the onboarding wizard after signup. (UAT-T-ONBOARD-COMP-002)
- Create the first company and country. (UAT-T-ONBOARD-SEED-001)
- Invite administrators. (UAT-T-ONBOARD-WIZARD-001)
- Optionally seed demo data in non-production environments. (UAT-T-ONBOARD-WIZARD-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-T-ONBOARD-WIZARD-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-T-ONBOARD-WIZARD-001)
Permissions and modules
Onboarding available to new tenant owners.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
onboarding.company-creation | CH Company Creation with Compliance Fields | — | optional | CH Company Creation with Compliance Fields | high | UAT-T-ONBOARD-COMP-002 |
onboarding.demo-seed | CH Company Auto Demo Seed | — | optional | CH Company Auto Demo Seed | high | UAT-T-ONBOARD-SEED-001 |
onboarding.wizard | Tenant Onboarding Wizard (5 Steps) | — | optional | Tenant Onboarding Wizard (5 Steps) | high | UAT-T-ONBOARD-WIZARD-001 |