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Overview

Welcome Tour adds guided onboarding to Capell Admin. It shows a configurable dashboard tour, tracks each user’s completed steps, and adds a Getting started checklist for the first site, page, and media upload.

Package installation must run both the package migration and its settings migration. Per-user progress is stored in welcome_tour_user_states; dismissal can also use the host users table’s dismissed_hints column when it exists. Diagnostics reports a failure if neither dismissal storage path is available.

  • Welcome tour settings: enable the shared dashboard tour and define its steps.
  • Dashboard: shows the tour when the shared setting and the user’s preference allow it. The Getting started checklist is a separate role- and widget-settings-gated dashboard contribution.
  • User edit form: includes Show welcome tour, which lets an administrator enable or disable the tour for that user.
  • Turn the shared welcome tour on or off.
  • Edit each step’s stable key, title, description, order, visibility, icon, and optional CSS selector.
  • Limit a step to particular roles or users created within a chosen number of days.
  • Use Restart tour from the dashboard to reset your own tour progress, or Remind me later to pause it until the following day.

Go to Welcome tour in the admin settings. Open the dashboard to use the tour controls and see the onboarding checklist. The Show welcome tour preference is on an existing user’s edit form.

  • The default tour has seven steps for the admin menu, header tools, Sites, Pages, Media, and dashboard. Replace or reorder them to match the site’s onboarding sequence.
  • Keep each step key stable after users begin the tour. Progress is recorded by key, so changing a key makes the renamed step appear new to those users.
  • Step copy can be literal text or a translation key. A CSS selector anchors a step to an element in the admin interface; leave it blank for an unanchored step.
  • Role targets accept comma-separated role names. The new-user window is evaluated from the user’s creation time whenever the tour is built; an incomplete step stops being eligible once that window has passed.
  • Progress, dismissal, and snooze state are per user. Completing the tour dismisses it for that user; Restart tour clears that state and starts it again on the next dashboard load.
  • Remind me later snoozes only the current user’s dashboard tour for 24 hours. Disabling the shared setting prevents every user from seeing it, even if their own preference is enabled.
  • A user can change their own tour state from the dashboard. Only a global admin can change another user’s state through the user edit form.
  • Checklist completion is installation-wide: it checks whether the Sites, Pages, and Media tables contain any rows. It is not scoped to the current user or assigned site.
  • A deliberately empty list of shared tour steps stays empty; the package does not restore its defaults. Contextual tours for Sites, Pages, and Media come from package configuration or extension contributions, rather than this settings form.
  • Diagnostics checks the dashboard integration, settings, checklist contribution, and per-user state storage.

For how to use Welcome Tour, see the admin guide. For developers: see the README.