--- name: onboarding description: The first-time admin onboarding wizard. --- # Onboarding When you sign up for the first time as an org admin, Anchorify shows a three-step wizard before you reach the dashboard. The wizard is bypassable at every step — you can skip individual steps or hit "Skip all" in the top-right and still land on a working dashboard. The wizard never re-opens once dismissed. ## Three steps 1. **Team** — pick a friendly name for your home org. The slug stays whatever it auto-defaulted to (your username); this just sets the display name. You can change either later from `/dashboard/settings/org`. 2. **Project** — rename the auto-created `untitled` project to something meaningful. The slug stays `untitled` until you rename via `/api/v1/orgs//projects/` or the CLI's `project rename`. 3. **First share** — links to `/new` if you want to publish a file right now, or "I'll do it later" finishes the wizard and lands you on `/dashboard`. ## Skipping - **Per-step Skip** advances without writing changes for that step. - **Skip all** in the top-right is a single-click finish — your `users.onboarded_at` stamp gets set immediately and you land on the dashboard. The wizard won't re-open. ## Project viewers don't see the wizard If you arrive on Anchorify by accepting a project-viewer invite (see [invites](/docs/invites)), you skip the wizard entirely. Your `onboarded_at` is stamped on first project-page arrival. The reasoning: viewers don't have a home org to rename, and they're already in someone else's project so the "publish your first file" step doesn't apply. ## Re-running the wizard The wizard never re-opens. To rename your team or project after the fact, use the dashboard: - Org name + slug: `/dashboard/settings/org`. - Project name + slug: there's no per-project settings page in V3 yet; use the CLI (`anchorify project rename `) or the API.