The onboarding wizard is the first-login setup flow for admin users. It appears when onboarding is still incomplete, and you can skip it for now and resume it later from Settings.
When the Wizard Appears
The wizard opens automatically for an admin when:
- onboarding has not been completed yet, and
- the setup has not been dismissed.
If you skip it, Apex keeps the workspace marked as incomplete until you finish the wizard later.
Step 1: Welcome
The first screen welcomes you to Apex and lets you choose the right industry profile for your workspace.
That choice shapes the labels, templates, and setup flow you see next.
Step 2: Admin Password
The next step sets the admin password for the workspace.
- Create a password for the first admin account
- Save and continue, or skip if you are rerunning the wizard and already changed it
Step 3: Business Profile
Set the core business details that appear throughout the app.
What to enter
- Business name
- Business phone
- Business email
- Business address
- Business timezone
- Logo
The wizard uses these values in document previews and other business-facing screens.
Step 4: Pricing Defaults
Set the pricing defaults that Apex uses across the workspace.
This step includes:
- Tax enabled or disabled
- Tax rate
- Deposit percent
- Delivery fee
These values prefill later screens, but you can change them in Settings after onboarding.
Step 5: Inventory
Add your starting inventory so the workspace has something to work with.
You can:
- Pick a starter template
- Add items manually
- Import items from a file
- Defer the step and come back later
If you defer inventory, Apex saves that choice and lets you pick a starter template from the dashboard later.
Steps 6 and 7: POS Only
These steps only appear for POS-style workspaces.
If your tenant is not using the POS flow, Apex hides these steps automatically.
Step 8: Team
Add the first team members who should have access to the workspace.
You can:
- Add a display name
- Choose a username
- Select a role
- Generate a temporary password
- Add the user to the workspace
Temporary passwords should be changed after the first login.
Step 9: All Done
The final step gives you a quick finish screen before you enter the main app.
After that, you can keep working from the normal dashboard and settings pages.
Returning to the Wizard
If you skip the wizard or want to revisit setup later, use the normal app screens:
- Settings for business profile and pricing defaults
- Employees for user management
- Inventory for items and templates
Gotchas
- Business name is required: you must enter a business name before the wizard can finish.
- Skip is not finish: skipping keeps onboarding marked incomplete until you come back and complete it.
- Inventory can be deferred: you do not have to finish the inventory step in one sitting.
- POS steps are conditional: non-POS workspaces never show steps 6 and 7.