Onboarding
A first-run setup wizard, a welcome page for an empty workspace, a data source picker and a short personalisation step.
Choice cards are native radio buttons and checkboxes, so Tab reaches each group, the arrow keys move between options and they work in any form. When a step changes, focus moves to its title, so keyboard and screen reader users start from the top. The wizard's fields use useSimpleForm from Forms, and setup progress uses the Checklist primitives. For a getting-started checklist inside a dashboard, see Checklist: Onboarding. Links are plain <a> elements. For client-side navigation, pass your router's link to LinkProvider. See Routers. The wizard's Sign out stays a plain <a>, since signing out usually needs a full request.
Setup Wizard
Name the workspace and pick its URL, say what it's for, then invite the team. Each step checks its own fields, and the URL is checked with the server before moving on. Try acme to see a taken URL. Paste a list of addresses into an email field to fill a row for each.
Welcome
The first page of an empty workspace: quick starts, an empty dashboards list with a way in, setup progress and help.
Fernhill Coffee
Welcome, Priya
Your workspace is empty for now. Bring in some data and your first dashboard can be ready in minutes.
Start with your data
Pick any of these. The others will wait.
- Connect a data sourceRecommended
Sync Postgres, Stripe, HubSpot or 40 other sources on a schedule.
About 3 min
Dashboards
No dashboards yet
Dashboards you build or start from a template show up here.
Connect a Source
Search and filter the sources, pick one, then follow it through connecting to connected. Snowflake fails, to show the error state.
Personalise
A role, a team size and up to three goals, turned into the dashboards set up for them.