SaaS Onboarding

Set up your workspace in five quick steps

All steps are visible on one page with interactive tab switching, polished states, and a celebratory finish.

Progress

Step 1 / 5

Step 1 · Welcome

Welcome aboard, let’s personalize your experience.

Start with your name so we can tailor product tips, collaboration prompts, and notifications.

This will appear in your workspace greeting and onboarding emails.

Step 2 · Team setup

Invite your team members.

Bring your collaborators in now so they can join your workspace immediately.

Invite by email

Up to 20 invites
sam@nebula.io maria@nebula.io liam@nebula.io

Team roles

Admins

Full access

2

Members

Can collaborate

6
Step 3 · Preferences

Choose your workspace preferences.

Adjust the app to your preferred look and communication settings.

Theme

Notifications

Step 4 · Integrations

Connect your favorite tools.

Enable real-time collaboration by linking the apps your team already uses.

S
Popular

Slack

Send notifications to channels and direct messages.

G
Code

GitHub

Link repositories and pull request workflows.

J
Projects

Jira

Sync tasks, sprints, and issue tracking.

Step 5 · Success

You’re all set.

Your workspace is configured, your team is invited, and your integrations are ready to go. Enjoy the launch! 🎉

Workspace ready Team synced Integrations connected

Launch complete

Welcome to the next stage.

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