A structured tour designed for admin or account-owner users who need to configure the workspace before inviting their team. This template covers essential settings like billing, permissions, integrations, and branding to ensure the account is production-ready.
Show this tour to the first user in a new workspace or to any user with admin privileges who has not yet completed the initial account configuration. It is especially useful for B2B products with multi-user workspaces.
Navigate the admin to the settings or admin panel and explain that the next few steps will help them configure the workspace so their team has the best experience.
Guide the admin to fill in company name, logo, and other branding details that will appear throughout the product and in customer-facing materials.
Walk through the roles and permissions system, explaining the difference between admin, editor, and viewer roles, and prompt the admin to review or customize them.
Highlight the integrations page and suggest connecting at least one key integration (e.g., Slack, email, CRM) to demonstrate the product's extensibility.
Point the admin to the billing section, confirm their current plan, and explain how to upgrade or manage payment methods.
Guide the admin to the team invite screen, show how to send invitations by email, and suggest inviting at least one colleague to get started collaboratively.
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