Using Welcome Tour

This guide is for owners and operators who set up the admin onboarding tour, and for anyone who wants to take it again. The welcome tour is a short, step-by-step walkthrough that points new admins at the main areas of the admin. No technical knowledge needed. Every step uses the labels you see on screen.

Using Welcome Tour (how-to)

How to take the welcome tour as a new admin

1. Sign in and open the admin dashboard.
2. If the tour is on and you have not dismissed it, it starts on its own and shows the first step.
3. Read each step, then move forward to the next one. The tour highlights the menu, header tools, sites, pages, media, and the dashboard.
4. If you would rather not do it now, choose Remind me later to pause it until tomorrow.

How to turn the welcome tour on

1. Open the Welcome tour settings in the admin.
2. Switch on Enabled. This allows the tour to be shown to admins. Per-user preferences only take effect while this is on.
3. Save.

Preview your onboarding

The settings summary shows your getting started checklist and available guided chapters. No guided steps are registered means the checklist works on its own; you do not need to fill in the developer builder. Save any settings changes, then select Preview as me to try the saved sequence using your own roles and access. Preview leaves your saved progress and preferences unchanged.

How to edit the tour steps

Open Advanced developer only when you need custom guidance. Add a title, description and an existing local destination. Keys are generated automatically and dragging controls ordering. Destination contains optional resource, selector and chapter details; Audience contains visibility, roles and the new-user window; Appearance contains icons and colours. Use Key and order overrides only when integrating with existing steps. Save, then preview to check targets on their destination pages.

How to limit a step to certain admins

1. Open the Welcome tour settings and edit the step.
2. In Roles, enter the role names that should see this step, separated by commas. Leave it empty to show the step to all admins.
3. Use First-run days to show the step only to recently created accounts. Enter the number of days after a user is created during which the step appears.
4. Save.

How to restart the tour for yourself

1. Open Welcome Tour settings and select Restart my tour.
2. Your guided progress and snooze are cleared, and the first available chapter opens. Other users and contextual tours are unaffected.

How to let a specific user see the tour again

1. Go to the user’s account in Users and open their edit form.
2. Switch on Show welcome tour. This clears dismissal and snooze for that account without resetting completed steps. Restarting progress is a separate personal control.
3. Save. The next time that user opens the dashboard, the tour is available to them again.

Rolling out Welcome Tour (for owners)

Turn on first

• Enabled with a short set of steps. Get the core walkthrough working before you tailor it.

Add when needed

Need	What to use
Point new admins at your key screens	Tour steps with a clear Title and Description
Show some steps only to certain people	The step Roles field
Show steps only to brand-new accounts	The step First-run days field
Let someone retake the walkthrough	Restart tour, or Show welcome tour on their account

Who does what

Role	First useful screen
New admin	The dashboard: take the tour, or choose Remind me later
Site owner	Welcome tour settings: turn it on and edit the steps

Troubleshooting

What you see	What it means	What to do
The tour does not appear for anyone	Enabled is off	Open the settings and switch on Enabled
One admin never sees the tour	That user’s Show welcome tour is off, or they dismissed it	Open their account and switch on Show welcome tour
A step shows for the wrong people	The step Roles or First-run days limit it	Edit the step and adjust Roles or clear First-run days
A step is unclear or out of date	The screen it describes has changed	Edit the step’s Description in the settings
The tour keeps interrupting an admin	They want to do it later	They can choose Remind me later to pause it until tomorrow