🪄 Setup Wizard — First-Time Configuration
The Setup Wizard (also labelled Config Wizard in the sidebar) is DaaiSuite’s first-login walkthrough. When a brand-new tenant logs in for the very first time, the wizard greets them with a Welcome screen and guides them through the handful of Settings panels that need at least one value before the rest of the app can be used productively. It exists so you never end up staring at empty Department / Designation / Leave-Type dropdowns and wondering where to start.
Every wizard step is the real Settings sub-component reused in read or edit mode — there is no parallel “wizard form” to maintain. Whatever you save inside the wizard is exactly what you’d save from the Settings menu later, and you can always reopen the wizard from the sidebar to review or update.
💡 What the Wizard Does
- Walks you through empty Settings — Company Profile, Leave Policy, Salary Structure, Currency, Custom Fields (dropdowns), and Holidays.
- Shows what’s already filled — if a step’s data is already populated (e.g., the seeded Admin already saved Company Profile), the wizard still shows the saved values so you can verify before clicking through.
- Tracks completion — each step has a tick once saved; the next pending step is auto-suggested.
- Skippable — every step can be skipped and revisited later from Settings → Config Wizard.
🚪 When the Wizard Appears
📍 First Login: automatically — the wizard opens on top of the dashboard route the moment a brand-new tenant logs in.
📍 On Demand: Sidebar → Settings → Config Wizard. Reopens the wizard so you can review or edit any step, even if every step is already complete.
The first-login behaviour is automatic only when at least one step is still incomplete. Once every step is marked done, logging in goes straight to the Dashboard — the wizard no longer interrupts you. To reopen it after that, use the sidebar menu.
🧱 The Steps
The exact list of steps depends on which permissions your role has. A typical Admin sees all of these:
| Step | What it covers | Reused panel |
|---|---|---|
| Company Profile | Company name, address, logo, tax identifiers — the data that prints on invoices and official documents. | Settings → Primary |
| Leave Policy | Leave types, annual quotas, accrual / carry-forward / encash rules. | Settings → Leaves |
| Salary Structure | Salary components (Basic, HRA, DA, deductions). The template each employee’s pay slip is built from. | Settings → Salary |
| Currency (optional) | Primary currency + any foreign currencies you transact in. | Settings → Currency |
| Custom Fields | Departments, Designations, Expense Types, Catalog Categories, and other dropdown lookups. | Settings → Dropdown Settings |
| Holidays (optional) | Public holidays + company-specific days off shown on the leave calendar. | Settings → Holiday |
💡 The two Optional steps (Currency, Holidays) are flagged with a small “Optional” badge in the wizard header. You can finish the wizard without completing them, but the rest of the app works better once they’re filled.
✅ How to Complete a Step
Each step opens with the corresponding Settings panel embedded inside the wizard body. The header bar pins three actions:
- Back — return to the previous step.
- Skip — move to the next step without saving (the current step stays Pending).
- Save & Continue — saves the panel, marks the step Complete, and jumps to the next pending step. On the last step the label changes to Save & Finish.
Inside the panel itself you fill values exactly as you would from the regular Settings menu. The wizard simply orchestrates the order and tracks which steps you’ve cleared.
📌 The “Save & Continue” button only appears while the step is still Pending. If a step is already saved, you’ll see Next Pending Step instead — pressing it jumps to the first remaining step rather than re-saving what’s already done.
👀 Showing Already-Filled Steps
Earlier the wizard hid any step whose data was already populated — which made it confusing when an Admin user wanted to verify the seeded values. Now the wizard always shows the step content, whether the data is empty or already saved. You can read it, scroll through it, edit it, and re-save if needed. Only the auto-advance behaviour is different:
- Empty step — wizard lands on it; Save & Continue is the primary action.
- Already-filled step — wizard shows the values; Next Pending Step is the primary action so you skip past the verified panels quickly.
🧭 Navigation & Skip Behaviour
- Stepper rail — every step is shown in a numbered rail at the top. Click any step to jump there directly. Completed steps show a tick; the active step is highlighted.
- Back / Skip — Back returns you one step; Skip advances by one without saving. Neither button changes saved data.
- Next Pending Step — the smart-skip button on already-saved steps. It hops over completed steps and lands on the first one still empty.
- Exit — the close icon at the top-right ends the wizard and drops you on the Dashboard. Any saved steps stay saved.
🎉 All Settings Configured
Once every step is marked Complete, two things change:
- First-login auto-open is suppressed. The next login goes directly to the Dashboard.
- Final-step CTA — on the last step, the primary button becomes Dashboard, signalling that there is nothing left to configure. Click it to leave the wizard.
The wizard is still reachable from Settings → Config Wizard at any time — useful when you bring on a new role/permission, change leave policy mid-year, or want a quick one-page review of your tenant configuration.
💡 Reopening the wizard after everything is configured is non-destructive: you can browse panels, edit values, and click Save to persist changes — but you can also exit without touching anything.
👮 Who Can Run the Wizard
Step visibility is gated by your role’s permissions:
- Settings (Update) — Company Profile, Leave Policy, Salary Structure, Currency.
- Dropdown Settings (Create or Update) — Custom Fields step.
- Holiday (Create or Update) — Holidays step.
If a role lacks a permission, the corresponding step is removed from the wizard entirely (not just disabled) — so a non-admin won’t see steps they can’t act on.
📌 Important Notes
- Wizard saves real Settings data. Anything you save inside the wizard is identical to what you’d save from the Settings menu — there is no separate “draft” state.
- Permission changes update the wizard live. If your role gains a new permission, the matching step appears the next time you open the wizard.
- Optional steps don’t block “All Settings Configured”. Currency and Holidays are flagged Optional but still need to be marked complete to clear that step’s tick.
- Re-saving doesn’t break ticks. Editing a saved step and clicking Save just persists the new values; the step stays Complete.
💡 Tips
- Walk through all steps even if some are pre-seeded. Verifying the company address, GST identifiers, and primary currency before you generate your first invoice avoids embarrassing reprints later.
- Add a few dropdown values, not all. The Custom Fields step asks for Departments, Designations, Expense Types, etc. — a couple per category is enough to start; you can always add more from Dropdown Settings later.
- Holidays can be partial. Add the major statutory holidays now; let HR top up festival-specific days later from Settings → Holiday.
- Use the wizard as an onboarding checklist. When a new HR or Finance role joins your tenant, ask them to open Config Wizard and walk through it — it doubles as a guided tour of your settings.
🔗 Related Articles
- Primary Settings — the underlying panel for the Company Profile step.
- Dropdown Settings — the underlying panel for the Custom Fields step (where Catalog Categories, Departments, Designations, etc. live).
- Leave Settings / Salary Settings / Currency Settings / Holiday — the panels behind each remaining step.