> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# New user onboarding

> Configure the journey of new team members in the workspace.

**Onboarding** is the guided path every new user takes at first access. Configuring it well reduces time-to-productivity.

## Default flow

When a new user first accesses:

<Steps>
  <Step title="Interactive tour">Arya highlights main interface sections with tooltips.</Step>
  <Step title="Profile">Complete name, photo, base preferences.</Step>
  <Step title="First action">Guided to take a meaningful action (e.g. create a deal, add a contact).</Step>
  <Step title="Useful resources">Links to this docs, support, intro videos.</Step>
</Steps>

## Customisation

As Admin you can:

<AccordionGroup>
  <Accordion title="Role-based path">
    Different for sales vs HR vs operations. Arya shows most relevant intro.
  </Accordion>

  <Accordion title="Welcome message">
    Personalised message from CEO / founder on first access.
  </Accordion>

  <Accordion title="Activation checklist">
    Tasks auto-assigned to new user:

    * Complete profile
    * Upload photo
    * Connect Gmail
    * Create first task
    * Add a test contact
  </Accordion>

  <Accordion title="Mandatory documents">
    Contracts, NDAs, company policies to digitally sign before full access.
  </Accordion>

  <Accordion title="Training material">
    Videos, articles, FAQs specific to your company.
  </Accordion>
</AccordionGroup>

## Buddy system

Auto-assign a **buddy** (experienced colleague) to each new hire for non-manager support:

<Steps>
  <Step title="Buddy pool">Indicate which users are available as buddies.</Step>
  <Step title="Matching">Automatic (round-robin, skill-based) or manual.</Step>

  <Step title="Automatic tasks">
    Week 1: welcome coffee
    Week 2: 30-min check-in
    Month 1: informal feedback
    Month 3: complete onboarding check
  </Step>
</Steps>

## Pre-configured data

To speed up, you can pre-fill for each role:

* Shared sales pipelines
* Preset lists
* Relevant dashboards
* Active automations
* Task templates

New user finds everything configured, just has to "do".

## Onboarding metrics

Dedicated dashboard:

* Average onboarding completion time
* % users completing within N days
* Critical points (where they get stuck)
* Feedback via 7/30/90 day surveys

Useful for improving the flow.

## Trial / demo workspace

To evaluate Arya before buying, configure trial:

<Steps>
  <Step title="Demo workspace">
    With synthetic data (fictitious customers, deals, invoices) for consequence-free exploration.
  </Step>

  <Step title="Duration">14 days default, extendable.</Step>
  <Step title="Limits">Max 5 users, no real SDI invoicing.</Step>
  <Step title="Migration">End of trial, demo data removed; workspace goes production.</Step>
</Steps>

## Remove inactive accounts

For efficient onboarding: auto-deactivate/remove accounts that don't access in > 90 days:

* Pre-deactivation notification
* 30-day grace period
* Admin can always manually reactivate

Reduces licence costs and improves security posture.