- Examples
- User flow examples from SaaS apps
- Setting up organization
Setting up organization
Onboarding flow to name organization, configure custom slug, and invite initial team members via modal with role assignment and validation
Preview these flows
Onboarding flow to name organization, configure custom slug, and invite initial team members via modal with role assignment and validation
Related user flows
Merchant completes business verification form and onboarding checklist in Polar settings and dashboard to submit account for review and enable customer payments
User completes multi-step onboarding in Magnific by personalizing profile, profiling creative needs and experience, selecting use cases, and initializing workspace
Onboarding wizard collecting personal details, relationship status, children info, state of residence, and executor names to generate a basic will
User completes organization questionnaire then developer quickstart to generate API key, install SDK, and pick starter templates for browser automation agents
Inviting new workspace members by email, assigning roles, and managing pending invitations from the members settings page
User selects primary use case, content goals, discovery source, and starting tools to personalize workspace in Riverside
User selects role and company size then completes workspace checklist including data send, dataset creation, and teammate invites in Axiom
Inviting new teammates to the workspace via email with role assignment from the members and permissions settings page
Admin opens Team Invite Modal from Members & permissions settings to enter email and assign role for a new program member
Multi-phase onboarding that sets up account profile, first analytics project, revenue provider integration, and tracking script installation for Visitors web analytics
Admin configures team members, roles, permissions, and pending invitations from settings data tables and modals
Admin enters Team Settings, fills email invite form, sends invitations, and sees success state with pending invites listed
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