Docs

Onboarding

User guide for Onboarding in the Numezis company portal.

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

  1. Complete the onboarding wizard after signup.
  2. Create the first company and country.
  3. Invite administrators.
  4. Optionally seed demo data in non-production environments.

Permissions and modules

Onboarding available to new tenant owners.

Feature coverage

KeyTitleRiskUAT
onboarding.company-creationCH Company Creation with Compliance FieldshighUAT-T-ONBOARD-COMP-002
onboarding.demo-seedCH Company Auto Demo SeedhighUAT-T-ONBOARD-SEED-001
onboarding.wizardTenant Onboarding Wizard (5 Steps)highUAT-T-ONBOARD-WIZARD-001