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Getting startedOnboarding wizard

Onboarding wizard

After you verify your email, Novex drops you into a seven-step wizard that configures the essentials of your workspace. Every step can be skipped and completed later, so you’re never blocked from exploring.

When to use this

Right after signup. You can also return to it any time from Settings → Setup until all seven steps are complete.

The seven steps

The wizard runs in this order. The progress bar shows how many of the seven are done.

  1. Workspace — Display name, default language (English or Arabic), and time zone. These drive date/number formatting and the default UI language for new team members.
  2. Branding — Upload your logo and set your primary and accent colors. This branding flows into badges, public registration pages, quotations, and invoices.
  3. Company — Your commercial registration (CR) number, VAT number and bank details. These are collected here, inside the wizard — you do not have to go and find them in Settings afterwards.
  4. First event — Create your first event inline (name, dates) so the dashboard isn’t empty on first load. You can skip and create one later from Events → + New event.
  5. Registration form — Publish a registration form for the event you just created. Forms are event-scoped, which is why this step follows the event rather than standing on its own.
  6. Team — Invite colleagues by email and assign each a role. See Team & roles for the roles that exist and what each one can do.
  7. Integrations — Optional connectors: Saudi e-invoicing (Fatoora Phase 2), WhatsApp Business, payments, and social. These are configured per tenant and can always wait — see Integrations.

Skipping and coming back

  • Soft-skip: click Skip for now on any step. The wizard marks the rest as pending and lets you into the app.
  • No dead ends: if you open an operational page (Events, Invoices, etc.) before finishing setup, you’ll see a helpful empty state with a call to action rather than being redirected back into the wizard. You stay in control of where you go.
  • Resume: the wizard reopens at the next incomplete step. Once the last remaining step is done, onboarding is marked complete and stops prompting you.

Tips

  • Do Branding early. Because it propagates to public-facing documents and pages, setting it up first means everything you create afterward looks right.
  • Compliance/finance details (CR number, VAT number, bank details) are the wizard’s Company step, and are required before you send a compliant quotation or invoice. If you skipped that step, you can complete the same details later under Settings → Company.
  • Re-running a completed step is safe; marking a step done is idempotent.

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