Onboarding Wizard
After a founder creates a new TCC account, TCC signs them in as the workspace admin and sends a confirmation link. Email confirmation is tracked, but the setup flow can continue immediately.
The current workspace setup flow has four main steps:
- Company Profile – Enter the company name and optional defaults such as country, city, currency, timezone, language, and domain.
- First Project – Create the first project number and project name that will receive daily reports.
- Starter Data – Load the starter set so activity codes, payment items, a starter crew, equipment, materials, and a starter budget exist.
- Checklist – Confirm the required setup items are green, then finish onboarding.
Invite Your Team is optional after starter data. You can invite teammates during onboarding or later from tenant administration.
The sample-project button on the checklist opens a preview of the expected payoff — daily report, cost-drift signal, and margin impact. It does not complete, reset, or change your onboarding data.