Guides

Onboarding

OpsDash ships with three layers of onboarding that guide new users from first login to productive use.

Setup wizard

Runs automatically for new users whose org has onboarding_completed = false. Consists of up to 5 steps:

Step	What it collects	Required
1. Profile	Full name, avatar	Yes
2. Organization	Org name, logo	Yes
3. Invite	Team member emails + roles	No
4. Explore	Introduction to key features	No
5. Complete	Redirect to dashboard	—

To reset the wizard for testing or re-onboarding:

UPDATE public.organizations
SET onboarding_completed = false
WHERE id = 'your-org-uuid';

Onboarding checklist

Visible on the Dashboard for new orgs. Tracks setup completion:

Item	How it's completed
Profile filled	users.full_name is not empty
Org configured	organizations.name is not the auto-generated default
First contact added	contacts count > 0
First deal created	deals count > 0
First project created	projects count > 0
Team member invited	invitations count > 0 OR org_members count > 1

Server action: getOnboardingChecklistStatus(orgSlug)

Page-level guided tours

Interactive walkthroughs on specific pages powered by driver.js. Available pages:

Dashboard — overview of KPIs and activity feed
CRM Contacts — table, filters, add contact
CRM Deals — pipeline board, drag-and-drop
Projects — kanban, task creation
Forms — builder, lead capture config (8-step tour)

Tours are triggered by clicking the ? help button on each page. Users can restart a tour at any time — tour state is not persisted.

Seeding demo data

For demos and new installations, use the seed server action to populate sample data:

// actions/seed.ts
await seedDemoData(orgSlug);
// Creates: 5 contacts, 3 companies, 5 leads, 3 deals, 2 projects, 5 tasks

The seed action is accessible to org owners via the Platform Admin panel. Remove demo data before handing off to a client using the Admin panel or by truncating the relevant tables.

Private instance customization

For private instance deployments, the onboarding wizard can be pre-configured:

Skip the wizard entirely by setting onboarding_completed = true in SQL after seeding the client's org
Pre-populate the org name and logo before the client's first login
Disable the guided tours in opsdash.config.ts if the client prefers a clean UI