The Onboarding Wizard
Step-by-step walkthrough of the guided setup experience for new users and organizations.
When It Appears
The onboarding wizard appears automatically after your first sign-in. It guides you through essential setup steps so you can start using JobLine.ai productively. If you dismiss it, you can re-launch it from Settings → Onboarding at any time.
Step 1: Create or Join an Organization
The first step asks whether you want to create a new organization (if you are the first person from your company) or join an existing one (if a colleague has already set things up). Creating an org makes you the Org Admin. Joining requires an invite code from your admin.
Step 2: Organization Details
If you are creating an organization, you will enter your company name, select your industry type, and choose your time zone. These details help configure default settings like shift schedules and work center types. All of these can be changed later.
Step 3: Set Up Your Profile
Enter your display name — this is the name your teammates will see in handoffs, activity logs, and assignments. You can also upload a profile photo. Choose a name that your colleagues will recognize, whether that is your full name or a shop-floor nickname.
Step 4: Guided Tour
After setup, a brief interactive tour highlights key interface elements: the team selector, navigation menu, quick action buttons, and notification bell. Each tooltip explains what the element does and how to use it. You can skip the tour if you prefer to explore on your own.
Resuming the Wizard
If you close the wizard before completing all steps, a progress indicator appears on your dashboard reminding you of remaining setup tasks. Click it to resume where you left off. The wizard is considered complete when all required steps are finished.