Complete onboarding

How you get here

You arrive at /onboarding after clicking the magic-link in your verification email. If you're already logged in but haven't finished onboarding, any visit to /dashboard redirects you back to /onboarding.

Step 1: Profile + password

1. Full name — pre-filled from signup; editable.
2. Email — read-only.
3. Role — read-only. Self-registered firms get Organisation Admin; invited users see their assigned role.
4. Password — required, minimum 8 characters.
5. Confirm password — must match.
6. Click Continue.

Step 2: Plan confirmation (self-registered only)

Read-only summary: plan name, price, trial end date. For paid plans, card isn't charged until the trial-end date shown here. Click Continue to confirm.

Invited org-admins skip this step (plan is your inviting RSL's plan).

Step 3: Review and complete

Summary: full name, email, role. Click ← Back to fix anything, otherwise Complete setup.

What happens on submit

• Your password is set
• Your landlord record is marked onboarding_complete = true
• Your preferred_channel defaults to Email (change later in Settings)
• You're redirected to /dashboard

Next steps

• Understand your dashboard
• Invite landlords whose properties you manage — the first thing most managing-agent firms do.