FIGR / UI TEMPLATE

Workspace Onboarding

A guided workspace setup screen for teams that need to name the workspace, invite teammates, connect tools, and reach a useful first state without getting lost.

Workspace Onboarding

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At a glance

Screen

Onboarding

Primary action

Set up a workspace

Pattern

Stepper

State

Default

Design system

Halo Consumer

What this screen helps with

New admins need to get a workspace ready quickly while deciding what to configure now and what to skip until later.

What to look for

  • Clear step progress
  • Workspace basics first
  • Invite teammates at the right moment
  • Connect or import existing tools
  • Skip and resume without losing progress

States to consider

  • Invite skipped
  • Invalid workspace domain
  • Connection failed
  • Setup complete
  • Admin permission missing

Where it fits

Sign up → Workspace setup → Invite team → Connect tools → Home

Patterns in this screen

Stepper, checklist, progressive disclosure, form, invite flow

UX choices to review

Keep the first steps lightweight. Ask for settings only when they help the team reach a useful first state. Make every optional step clearly skippable.

Try a similar screen in Figr

Create a high-fidelity workspace onboarding flow for a B2B product. Help a new admin name the workspace, invite teammates, connect key tools, skip optional setup, and land in a useful first workspace.

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