Onboarding walkthrough

The onboarding wizard runs once after your first sign-in and sets up your account, Organisation and Workspace. The application is available in English.

Step 1 — Your name

Enter your first name and last name. This is how you'll appear to team members in workspaces you share.

Step 2 — Organisation

Your organisation is the top-level container for everything in Flowpane. For agencies, this is typically your agency name.

• Organisation name — your company or agency name

Step 3 — Workspace

A workspace is a group of sites. Many agencies create one workspace per client, or one per team.

• Workspace name — give it a descriptive name (e.g. "Acme Corp Sites" or "UK Client Portfolio")

You can create additional workspaces later from the workspace switcher in the top bar.

Step 4 — Add sites

Enter the URLs of sites you want to monitor. You can add one or many.

• Type or paste a URL and press Enter to add it
• Flowpane accepts URLs with or without https:// — it normalises them automatically
• Add up to your plan's site limit (1 on Free, 3 on Starter, 10 on Pro, etc.)

Don't worry about getting every site in now — you can always add more later.

Step 5 — Invite team members

Optionally invite colleagues to your workspace. Enter their email addresses and assign a role:

• Viewer — can see check results but can't run checks or edit anything
• Editor — can create/edit Sites, run checks, and edit drafts
• Reviewer — can approve or reject work without editing it
• Publisher — can publish approved work without approving it
• Admin — full control including team management and workspace settings

Invitations are sent after account activation. The recipient must sign in with the invited email address. Check the pending invitation list or contact support if the message does not arrive.

You can skip this step and invite people later.

Step 6 — Activate your account

Review the plan offered during setup and activate your account. To change plan later, see Upgrading your plan.

See Plan comparison for a detailed breakdown of what each plan includes.

After onboarding

Once you complete the wizard:

1. Your account, Organisation and first Workspace become available.
2. Optional Sites are created afterward. If some cannot be created, the completion screen keeps your activated account and shows the created/already-present/failed counts.
3. Each new Site remains pending until you prove ownership with File, DNS TXT, or Meta verification.
4. Successful verification enables manual checks. The Site remains Pending in the list until a run reaches a completed or failed outcome, then becomes Active. An automatic first run is not guaranteed.
5. You're taken to your Workspace dashboard where results will appear.

Review your Site’s latest result and monitoring status. Check scheduling explains recurring and on-demand checks. To connect the Site's CMS, framework or site platform, open the Site's Settings → Integrations page; see Integrations.