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First-run onboarding

A brand-new Flero instance opens a three-step setup wizard. It creates your organization and the first admin account, then sets a few security defaults. It runs once per instance. If someone already set up your instance, or you joined through an invite, you never see it and can skip this page.

You'll know you're in onboarding when the URL is under /onboarding/… and there's no left navigation.

Step 1: Set up your organization (/onboarding/setup)

The Setup Your Organization screen has two parts.

Organization Details

Field Required Notes
Organization Name yes You can rename it later in Settings → Organisation.
Timezone yes Used for schedules and logs.

Admin Account: this becomes your login and the organization's admin account.

Field Required Notes
First Name yes
Last Name (Optional) no
Email Address yes Your login email.
Password yes At least 8 characters. A meter rates it Weak, Fair, Good or Strong.
Confirm Password yes Must match.

Click Continue.

Step 2: Choose your path (/onboarding/path-selection)

Pick how much to configure now.

Path What happens
Quick Start Finishes setup straight away with simple defaults: 8-character passwords, MFA available but not required, and no open team sign-up. Good for trying Flero.
Team Setup Takes you to step 3 to choose a security policy and team settings first. Recommended for production.

Every setting is editable later in Settings.

Step 3: Production configuration (/onboarding/production-config)

Only shown if you picked Team Setup.

Security Policy (Standard is selected by default):

Policy What it sets
Simple Passwords of 8+ characters. MFA optional.
Standard (recommended) Passwords of 10+ characters with upper case, lower case and a number. MFA encouraged. Sessions last 12 hours.
Strict Passwords of 12+ characters with upper case, lower case, a number and a special character. MFA required. Sessions last 8 hours. 3 failed logins lock the account for 60 minutes.

Then two groups of toggles:

  • Enable Multi-Factor Authentication: lets users set up MFA (on by default).
  • Require MFA: every user must set up MFA before they can use the app.
  • Allow Team Signup: lets team members register accounts themselves (off by default; you can always invite people).
  • Enable Plugin Marketplace: turns on the marketplace.

Click Complete Setup, or Skip - Use Default Settings to apply the Simple policy.

After onboarding

Flero creates the organization and your admin account, signs you in, and takes you to the workflow list. It starts empty.

The Workflows page for a workspace with no workflows yet: the No workflows yet message and a Create Your First Workflow button.The Workflows page for a workspace with no workflows yet: the No workflows yet message and a Create Your First Workflow button.

From here:

If setup fails, a "Setup failed" message explains why. Fix the problem and submit again.

Tips & gotchas

  • Onboarding runs once per instance. Everyone after the first admin joins by invite and never sees the wizard.
  • The admin account is real. The email and password from step 1 are how you log in from now on. Store them safely.
  • Nothing here is permanent. Organization name, security policy and MFA rules all have equivalents in Settings.

Found something out of date? This page lives in the Flero docs content set.