Overview
Finish setup without repeating completed steps.
Before you start
No prerequisite guide is required.
Step-by-step guide
Step 1
Complete each available setup step
Open /welcome and complete each available setup step.
Visual guidance · desktop
Your workspace opens on the Dashboard with a clear next action.
Open /welcome and look for: onboarding progress and continue button.
Expected result: Your workspace opens on the Dashboard with a clear next action.
If it fails: If the expected state does not appear, use the page retry action and confirm your workspace and permissions.
Tips
- Complete the workflow in the workspace where the underlying customer data belongs.
Common mistakes
- Working in the wrong workspace. Confirm the workspace switcher before making changes.
Troubleshooting
- The control is unavailable: Check your role, plan and integration health, then retry.
Best practice
Use this workflow to achieve: Finish setup without repeating completed steps.