Onboarding wizard

Goal

Finish company setup after creating a tenant (country, industry, and initial preferences).

Who it is for

New tenant owner.

Preconditions

• You just provisioned a tenant or opened Provision / Onboarding.
• You have tenant.manage permission.

Steps

1. Open the onboarding wizard from the prompt or Provision.
2. Confirm company identity, country/region, and industry defaults.
3. Review locale and currency suggestions.
4. Complete the wizard — core charts and defaults are applied for your selection.

Result

The tenant is ready for daily work; refine details later in Settings.

Related

• Locale and currency
• Enable modules