Dovetail Flow Example: Setting up account workspace
This flow guides new users through setting up their Dovetail account, workspace preferences, personal profile, and encouraging team collaboration.
This flow guides new users through setting up their Dovetail account, workspace preferences, personal profile, and encouraging team collaboration.
Related user flows
Onboarding form where user enters agency name, website, region, and language during initial workspace creation
User views payouts dashboard showing no account configured, triggers withdrawal which shows blocked modal, opens create payout account modal, selects country of residence from dropdown, and returns to dashboard with manage button and setup required status
Onboarding personalization step where user enters name and selects display theme before entering the app
Onboarding form where user confirms email, enters name, and sets password to finish account creation
Explore the full SaaS flow library
Browse the full SaaS flow library.
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