Complete company onboarding at first sign-in

After the Platform Operator has provisioned the company, the Owner signs in for the first time and completes onboarding through a guided wizard: company profile, regional settings, working hours, team and first channel. Reinterprets the specification's "standard onboarding" — there is no public sign-up (BRD §10, Pending Partner Confirmation #4).

When this happens: The Owner signs in while the company's onboarding is incomplete.

Step by step

1
Signs in for the first time.
EasyCRM opens the onboarding wizard at step 1, with values pre-filled from provisioning (company name, country, timezone, language).
2
Completes the company profile: name, logo, contact email, phone, address, website. Clicks Next.
EasyCRM saves the step.
3
Confirm country, timezone, default language and date and time formats. Clicks Next.
EasyCRM saves the step.
4
Accepts or edits the default working hours (Monday–Friday 09:00–18:00). Clicks Next.
5
Invites team members and chooses their roles, or clicks Skip.
6
Open channel administration to connect a first channel, or clicks Skip.
7
Click Finish.
EasyCRM records OnboardingCompletedAt, writes CompanyOnboardingCompleted to the audit log and opens the Inbox.

Other paths

Resume an interrupted wizard

Close the browser after step 6 and signs in later. EasyCRM reopens the wizard at step 7 with the saved values of steps 1–6.

Another user signs in before onboarding is complete

EasyCRM shows you the application with a banner: Your administrator is completing the company setup

If something goes wrong

Required field missing

At step 3 or step 5 the company name or timezone is empty. The Owner cannot continue until it is set.

Good to know

Companies are created only by the Platform Operator; the Owner completes onboarding.
Only the company name and timezone are required; every other step can be skipped.
Every wizard value remains editable in Admin — Settings.