Theme
Account setup Onboarding Wizard
Account setup

Guide new accounts from signup to go-live with structured onboarding.

Onboarding Wizard compositions use Stepper (horizontal, clickable), Card, FileUpload, Field, Checkbox, Progress, Tour, Alert, and Button.

6

setup steps

12

checklist items

2

upload formats

Best for
SaaS customer onboarding, department setup, and trial-to-paid conversion.
Pairs with
Integration Marketplace, Policy Builder, Settings pages.
Included patterns

• Clickable stepper navigation

• Per-step form validation

• CSV bulk upload with preview

• Go-live readiness summary