Onboarding Tool

The onboarding wizard guides setup for a new customer, including SMTP, client dashboard design, email design, modules, and related tenant configuration.

Use the wizard for new customer setup instead of making each configuration change manually.

What the Page Does

Onboarding Tool groups the first-run setup steps for a customer environment. It helps teams configure communication, dashboard presentation, modules, products, plans, and admin access in the intended order.

Review Guidance

Use this tool for new customers or structured re-onboarding. For small changes to an existing customer, use the specific settings page instead.