---
title: "The onboarding wizard"
description: "A step-by-step walkthrough of the twelve-step Vigilis setup wizard, from company details and document upload to the Letter of Agency and inviting your team."
---

> Documentation Index
> Fetch the complete documentation index at: https://support.vigilis.io/llms.txt
> Use this file to discover all available pages before exploring further.

# The onboarding wizard

If your company signed up for Vigilis directly (rather than being invited by an existing customer relationship), the first admin walks through a guided setup wizard at `/onboarding` before reaching the regular dashboard.

## The steps, in order

1. **Welcome.** A short introduction. You can also review an optional NDA here if offered.
2. **Company.** Your legal company name, billing address, tax ID, and billing contact.
3. **Path.** Choose how you'll get your existing services into Vigilis: upload an invoice, upload a contract/quote, or provide an export.
4. **Documents.** Upload the file(s) from the path you chose.
5. **Review.** Vigilis reads the document(s) and proposes a list of services it found. You confirm or fix anything it wasn't sure about.
6. **Contacts.** Add your carrier account contacts and a billing contact.
7. **Authorize (Letter of Agency).** Sign a Letter of Agency (LOA) authorizing your provider to act on your behalf with your carriers, by typing your name (rendered as a signature).
8. **Carrier email.** A ready-to-send email, with your signed LOA attached, that redirects your carrier invoices and correspondence to your provider. You review and send it.
9. **Invoices.** Set up how future invoices will reach Vigilis (forwarding address or manual upload). See [How invoices arrive](/invoices/how-invoices-arrive/).
10. **Team.** Invite your colleagues. You can skip this and do it later.
11. **Book a call.** Only shown if your company is on a provider-managed plan. Schedules a kickoff call.
12. **Finish.** Activates your dashboard.

You can't skip ahead of an incomplete required step, but a persistent **Get help** button is available throughout the wizard. It opens a support ticket with your provider and never blocks your progress.

## If you don't see the wizard

If your organization was set up by your provider directly (a partner-referred or invited company), you may skip this wizard entirely and land straight on your dashboard after accepting your invite.

## Getting help in-app

Wherever you are in Vigilis, look for:

- A **Get help** button (during onboarding) or a **Feedback** button (in the main app top bar) to reach your provider directly.
- The **keyboard-shortcuts help** icon in the top bar, which lists shortcuts like the global search hotkey.

Once you're through setup, [Navigating Vigilis](/navigation/navigating-vigilis/) covers the top bar and sidebar.

## Common questions

**Do I have to complete the onboarding wizard?**

Only if your company signed up for Vigilis directly. If your organization was set up by your provider (a partner-referred or invited company), you may skip the wizard entirely and land straight on your dashboard after accepting your invite.

**Can I skip a step I'm not ready for?**

You can't skip ahead of an incomplete required step. Some steps, like inviting your team, are optional and can be done later.

**What if I get stuck during setup?**

A persistent Get help button is available throughout the wizard. It opens a support ticket with your provider and never blocks your progress.

Source: https://support.vigilis.io/getting-started/onboarding-wizard/index.mdx