What this does

Complete IMPACT's guided onboarding to set up your workspace and learn the platform. The onboarding wizard walks you through 7 steps to get your team, projects, and tools ready.

Current access and functionality

Verified against the current impact-web, impact-client, and impact-marketplace code on 2026-05-07.
In impact-web, users must be signed in and working in an active workspace. Navigation and write actions are role-, permission-, and entitlement-aware; unavailable modules are hidden or disabled instead of being universally visible.

Before you start

You must have an IMPACT account (either you signed up or accepted an invitation). You can sign in with your email and password, or use a supported social login such as Google or Apple.
Admins see the full onboarding; staff members see a simplified version based on their role.

The 7 onboarding steps

When you first log in, IMPACT shows the Get Started page with a progress ring tracking your completion.

Step	What you do	Why it matters
1. Workspace Ready	Set up your workspace essentials — company name, basic settings	Your workspace is the foundation for everything else
2. Invite Team	Invite team members via email	You need people to assign tasks and projects to
3. Organise Team	Create teams and assign members	Teams group people for project work and reporting
4. Create Project	Create your first project	Projects are where all work is planned and tracked
5. AI — Got to Do	Explore AI features	AI can help summarise work, generate insights, and assist your team
6. Execute & Confidence	Start working on a task in your project	Experience the Action → Verify → Accept workflow
7. All Set	Review and celebrate completion	Confetti celebration when all steps are done

Steps

Following the guided tour

Navigate to Get Started (shown in the left navigation for new accounts).
Click on a task to begin — IMPACT navigates you to the relevant page.
A coachmark guide appears on the page, pointing out key elements and actions.
Complete the action (e.g., create a project, invite a member).
Return to the Get Started page — the completed step is ticked off and the progress ring updates.
Repeat for all 7 steps.

Skipping ahead

You do not have to complete steps in order (except where prerequisites apply).
Some steps are locked until prerequisites are met (e.g., you cannot organise a team until you have invited members).
You can return to the Get Started page at any time to see your progress.

Tips

Complete the onboarding even if you are familiar with similar tools — it introduces IMPACT-specific concepts like the three-stage task workflow.
The Dashboard coachmark appears after you complete the main onboarding, teaching you how to customise your dashboard with widgets.
Onboarding progress is saved automatically — you can close the browser and resume later.
Once all 7 steps are complete, the Get Started page shows a celebration. It will eventually disappear from your navigation as you no longer need it.

Common issues

Issue: A step is locked and I cannot start it — Fix: Complete the prerequisite step first. For example, "Organise Team" requires that you have invited at least one member.
Issue: I completed a step but it still shows as incomplete — Fix: Make sure you completed the actual action (e.g., saved the project, sent the invitation). Just visiting the page does not count.
Issue: Get Started page is not showing — Fix: You may have already completed onboarding in a previous session. Check your dashboard — if it is populated, onboarding is done.

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Topics

How to complete the onboarding process