Onboarding

Overview

Onboarding is the guided setup wizard that runs after your first registration (or first sign-in while setup is incomplete). It configures tender alerts, captures organisation and personal context, and optionally invites colleagues — so when you reach Home the product already knows what you care about and who you work with.

Onboarding is not a substitute for full Team → Settings. It seeds data quickly; legal bid fields (company profile, legal representative, banking) still belong in team settings before your first pursuit.

Tip: Have these ready before you start:

Your company website (helps suggest organisation name, logo, and CPV codes)
CPV codes or keywords that describe what you bid on
Colleague email addresses (one per line) if you want to invite now
5–10 minutes uninterrupted — incomplete onboarding redirects you back on every sign-in

Important: Until onboarding is finished, Tendersight redirects you to the wizard on each sign-in. Finish or explicitly skip optional steps so you can use Home and the rest of the product normally.

When onboarding runs — and when steps are skipped

Situation	Behaviour
New self-serve registration	All enabled steps shown
Incomplete onboarding	Redirect on every sign-in
Team invitation registration	Invite colleagues step hidden
Alerts not mandatory for account	Alert setup step hidden or skippable
Onboarding finished	Redirect stops; you land on Home

Wizard layout

The wizard uses a stepper with up to three steps:

Step	Short label	Purpose
1 — Alert setup	Alerts	CPV codes, keywords, estimated daily tender volume
2 — Your profile	Profile	Organisation name, role, interests, size
3 — Invite colleagues	Team	Email invitations with collaborator role

You can click earlier steps in the stepper to go back; advancing saves the current step first.

Footer actions:

Button	When shown	Effect
Back	Not on first step	Saves and returns to previous step
Skip	Alert setup or invite step	Skips optional configuration
Continue	Before last step	Saves and advances
Finish	Last step	Completes onboarding → Home

Step 1 — Alert setup

Configure CPV-based tender monitoring and see an estimated daily notice volume.

What this step creates

Selecting CPV codes (and optional keywords) creates your first alert ruleset — the foundation for Opportunities → Alerts notifications.

How to complete alert setup

Enter your company website if not already filled.
Click lookup/enrich controls to suggest organisation name, logo, and CPV codes from your site (optional but recommended).
Add CPV codes via the filter dialog — pick industries you bid in.
Optionally add keywords to narrow matches.
Review the estimated daily volume indicator.
Click Continue.

Requirement	Detail
Minimum to continue	At least one CPV code
Skip	Available when alerts are not mandatory for your account

Caution: Skipping alert setup leaves you without automatic tender discovery until you create a ruleset under Opportunities → Alerts → New ruleset. See Create alert.

Step 2 — Your profile

Tell Tendersight about you and your organisation so recommendations and defaults match your work.

Fields

Field	Required	Saved to
Organisation name	Yes	Team display / organisation context
Organisation website	Recommended	Team website; may enrich logo
Your role	Optional	Your onboarding profile
Primary interests	Optional (multi-select)	Product personalization
Organisation size	Optional	Team size metadata
Allow domain colleagues to join automatically	Optional checkbox	Team join policy (corporate email domains only)

Primary interests (examples)

Interests you can toggle include tender alerts, product quotations, requirement extraction, technical offer, financial offer, document AI, dashboard assistant, market intelligence, and more. Select what you plan to use — this does not enable paid features by itself.

Domain auto-join

If your email uses a corporate domain (not a common free provider), you may see:

"Allow @yourcompany.com colleagues to join automatically"

When enabled, colleagues registering with the same email domain can join your team without a manual invite.

Important: Organisation name here is not the legal name on bid PDFs. Complete Team → Settings → Company profile before creating a pursuit. See Company profile.

How to complete your profile

Confirm or edit Organisation name (logo may appear after website enrichment).
Set Organisation website if missing.
Choose Your role from the dropdown.
Toggle Primary interests chips.
Select Organisation size from the range list.
Decide on domain auto-join if shown.
Click Continue.

Step 3 — Invite colleagues

Optional unless you skip — sends email invitations to join your default team as Collaborator.

How to invite colleagues

Enter colleague email addresses — one address per line.
Click Finish (or Skip to send no invites).

Invitations dispatch when onboarding completes. Invalid or duplicate addresses may be skipped with a warning toast; valid addresses still receive invites.

Tip: You can invite more people later from Team → Members. Skipping here does not block onboarding completion.

This step is hidden when you registered through a team invitation — you are already joining an existing team.

Completing onboarding

When you click Finish on the last step:

Current step data saves.
Onboarding marks complete on your account.
Toast: "Profile saved" / "Welcome to Tendersight! Your dashboard is ready."
You land on Home with the dashboard assistant.

Your default team is active. Open Team overview for the getting-started checklist: team settings, inventory, first pursuit.

Onboarding vs team settings vs profile

Data	Onboarding	Profile	Team settings
Login email	From registration	Editable	—
Display name / photo	—	Editable	—
Organisation name (display)	Step 2	—	Company profile legal name
CPV / alert rules	Step 1	—	Opportunities → Alerts
Colleague invites	Step 3	—	Team → Members
VAT, registry, banking	—	—	Required before pursuit

Edge cases

Scenario	What happens
Leave mid-wizard	Progress on saved steps persists; redirect returns you to onboarding
Change CPV codes after alert created	Ruleset updates when you save alert step again
No organisation name on profile step	Continue stays disabled until name is filled
Invitation emails partially fail	Warning toast; finish onboarding anyway; re-invite from team members
Alerts step disabled	Wizard starts at Your profile

FAQ

Can I skip onboarding entirely?

You must finish the wizard (optional steps can be skipped). Incomplete accounts cannot stay on Home permanently.

Does onboarding replace company profile?

No. Onboarding seeds organisation context. Legal bid data lives under Team → Settings.

I joined via invitation — which steps do I see?

Usually Alert setup and Your profile; Invite colleagues is skipped.

Can I edit alert CPV codes later?

Yes. Open Opportunities → Alerts and edit or create rulesets anytime.

What if I pick wrong primary interests?

They only affect personalization hints. Change them later by contacting support or updating preferences where available — they do not lock features.

Where do invited colleagues land?

They accept the email link, register or sign in, and join your team. See Team members.

Register
Getting started workflow
Create alert
Company profile
Team members
Dashboard (Home)