Onboarding Wizard

The 6-step setup wizard: what each step configures, what’s skippable, and what defaults apply

The first time you sign in to a new organization, Seloria opens a six-step setup wizard. It takes about three minutes and configures how your organization approves, budgets, and communicates.

Only Admins can run the wizard. Other users who sign in before setup is complete see a “Setup in progress” notice asking them to wait for their administrator. The welcome screen also has an ES / EN language toggle — your choice applies to the wizard, the interface, and the emails Seloria sends you.

Skipping

• Skip setup (top right) skips the whole wizard and keeps the standard defaults. The only requirement is that your organization has a name — if it does, one click takes you to the dashboard.
• Skip for now (bottom of each step) skips just that step and moves on.
• You can also click any step number in the breadcrumb to jump around.

Everything the wizard sets is editable later in Settings, so skipping never locks you out of anything.

Step 1 — Your organization

Basic identity shown to your suppliers:

• Organization name (required) — appears on quotes, purchase orders, and emails. This is the only mandatory field in the entire wizard; you can’t finish or skip without it.
• Country — sets your tax jurisdiction and appears on legal documents.
• Logo — PNG, JPG, or SVG up to 2 MB.

Step 2 — Your team

How purchasing decisions get approved:

• Default currency — applied to your RFQs, purchase orders, and thresholds. Editable per document.
• How your team operates:
  • Small team (SMB) — one person approves most decisions; simpler workflows.
  • Hierarchical team — approvals by amount, with separate buyer and approver roles.
• Approval thresholds — one for Awards, one for Purchase orders. Anything above the threshold requires approval. At 0, every amount requires approval; raise the threshold to let small purchases skip approval.

Step 3 — Budgets

How tight your financial controls run. Pick one preset:

• Strict — every purchase must fall within budget, no exceptions (off-budget threshold set to 0).
• Flexible — off-budget spend allowed up to a threshold (defaults to 5,000 in your default currency; editable).
• None — purchases are never blocked by budget, only recorded (the threshold field is disabled).

Step 4 — Notifications

When Seloria should ping you. Choose a preset:

• Recommended — updates on everything important across RFQs, POs, and suppliers, weekly digest included.
• Just essentials — only when something needs your action: pending approvals, your decisions, and supplier responses.
• Digests only — no real-time pings; a weekly and monthly digest instead.

Click Customize alerts to fine-tune individual toggles: channels (Email, In-app), per-event alerts for RFQs, purchase orders, and suppliers, plus the Weekly summary and Monthly summary. These are your personal preferences as the admin — invited users manage their own later.

Step 5 — Team rhythm (SLAs)

Deadlines for approvals and intake assignment, driving reminders and escalation:

• Strict — 24h for approvals, 12h for assignment. For operations that need speed.
• Standard — 48h for approvals, 24h for assignment. Recommended balance.
• Relaxed — 5 days for approvals, 3 days for assignment. For small teams or complex processes.

Exact hours and escalation windows are adjustable later under Settings → SLAs.

Step 6 — Invite your team

Add the people who will use Seloria with you. For each person enter Email, First name, Last name, and a Role:

• Requestor — creates intake requests.
• Buyer — handles RFQs and POs.
• Project manager — approves.
• Admin — configures everything.

Each invitee receives an email to create their account and set a password. If an invitation fails (for example, the address already belongs to the organization), the wizard still finishes and reports which ones failed. You can skip this step entirely and invite people later from Settings → Organization → Users & Roles.

Finishing

Click Finish on the last step. Seloria applies your choices, sends the invitations, logs the completion in the audit trail, and takes you to your dashboard.