Onboarding

The onboarding wizard walks you through workspace setup when you first create an organization.

Where to find it

After signing in for the first time, OhYeh opens onboarding . If signing in and onboarding has not yet been completed, you can return to it from the Complete your setup banner on the Dashboard .

Step 1 - Company

1. Enter your Company Name (workspace name will be shown in emails and the sidebar)
2. Click Continue
3. OhYeh saves the name and moves to roles

Step 2 - Roles

1. Select roles from the Suggested Roles and/or Add Custom Roles (e.g. Owner, Operations, HR). When adding a custom role, you can add a Description (optional) to help clarify its responsibilities and assign it a colour to make future tasks associated with the role easier to identify. Press Add to add the custom role inputted
2. Once you’ve selected or added the appropriate role(s), select the role(s) that will apply to you specifically by clicking the role(s) displayed below your profile name
3. Click Continue.

See Roles for editing roles later.

Step 3 - Team

With our higher-tier plans you can choose to invite additional team members. If you don’t have this option you can simply press continue and skip to Step 4.

After pressing Add another team member:

1. Enter the email address of the person you wish to add, then select the appropriate roles to assign to them.
2. If required, add more members by pressing Add another team member
3. Click Send [number] invite(s) to send email invites to the number of members you have added

Invite details and seats: Members and invites.

Step 4 - Review

1. Check your workspace name, roles, and pending invites. If anything is incorrect then you can go Back
2. Click Launch Dashboard
3. OhYeh marks onboarding complete and opens the Dashboard

Related

• Sign in
• Your first week
• Roles