Onboarding and Workspace Setup
After successfully signing up and verifying your email, new users are guided through a simple 3-step onboarding process to configure their personal profile and organization workspace. This process ensures your free trial is activated, and your environment is ready for performance testing. A visual progress indicator at the top of the screen helps you track your completion status.
Step 1: Create Your Account (Personal Information)
The objective of this step is to capture your basic profile details.
First Name (Mandatory)
Last Name (Mandatory)
Note: The "Continue" button becomes actionable only after both mandatory fields are filled. The progress indicator will show Step 1 of 3.
Step 2: Set Up Your Workspace
Once your personal details are complete, you will be prompted to set up your organization's workspace.
You will be greeted by the name: "Welcome, [First Name]!"
Company Name (Mandatory): This name will represent your organization and serve as the unique workspace identifier within PerfAgents.
Name is Already Taken
The input field is highlighted in red with the error message: "[Company Name] is already taken by someone else in your company. Please try a different name. A suggested alternative name is automatically generated.
Users can accept the suggestion or enter a different custom name.
Name is Available
A green validation checkmark appears next to the field. | User can proceed by clicking.
Continue
Step 3: Final Confirmation & Trial Activation
This final step confirms your setup and activates your free trial.
You will see a completion screen: "You’re all set! Ready to start your free trial?"
A confirmation message reinforces the successful setup: "Welcome to PerfAgents, [First Name]! We're excited to help you optimize your performance."
Clicking “Start Free Trial” finalizes the process:
The organization's workspace is created.
You are assigned as the Organization Owner.
The free trial period begins.
You are immediately redirected to the PerfAgents dashboard.
Last updated