Onboarding

Created by Emily A, Modified on Fri, 18 Apr at 9:05 PM by Emily A

Here's the IntoAEC onboarding process explained in single-line summaries for each step:

How to do the onboarding process?

As a new user, once you've successfully signed in, you’ll embark on a seamless onboarding experience designed to guide you through every step.

This onboarding flow is shown only once, right after a user signs up and logs in for the first time.
After that, the onboarding page will not appear again.

Step 1: Log In to Your Account

Start by entering your email address and password on the login screen.
Click the “Login Now” button to securely access your account.

Step 2: 2FA (Two-Factor Authentication) Options
After logging in, you'll be prompted to set up 2FA for added account security. You have a few choices

here:

Click “Skip for now” if you'd like to complete this later.
Or, click “here” link to understand how 2FA works and view setup instructions.

Note: If you select “Skip forever”, the 2FA setup page will no longer appear for this account.

Step 3: Enter Your Organization Details
Fill in the key information about your organization to set up your workspace:

Enter the name of your organization in the domain field. This will be used to personalize your IntoAEC workspace.
Provide the full address of your organization, including city, state (if applicable), and country.
Enter the ZIP or postal code for your organization’s location.
If your organization has a website, you can include the URL here. This is optional but helps complete your profile.
Once all the information is filled in, click the “Continue” button to move forward.

What Happens Next?

You’ll be taken directly to your dashboard to start using the platform.