Onboarding Wizard¶

When you create a new PulseRoster community, a guided 5-step setup wizard auto-launches the first time you open it. It gets you from a blank workspace to a working roster in a few minutes by picking proven presets instead of asking you to design everything from scratch.

You can skip any step and configure it later from Settings. The wizard never blocks — closing it just means manual setup.

When does it launch?¶

The wizard appears automatically:

The first time the community owner opens the new community
If a community has hasCompletedOnboarding = false (set when the community is created and flipped to true when the wizard is finished)

You can re-launch it any time from Settings > Onboarding.

The 5 steps¶

1. Welcome¶

Confirm your community name. This is also the only step where the Back button is hidden — you're at the start.

2. Department¶

Pick a starter department for your community. Each preset comes with a full rank ladder, abbreviations, supervisor/command-staff flags, and a color.

Preset	Description
LSPD	Los Santos Police Department — 10 ranks (CDT, OFC I/II/III, CPL, SGT, LT, CPT, ASST CHF, CHF)
BCSO	Blaine County Sheriff's Office — sheriff's department ranks
SAHP	San Andreas Highway Patrol — state trooper ranks
SAFR	San Andreas Fire & Rescue — fire department ranks
EMS	Emergency Medical Services — medic ranks
Custom	Type your own name and abbreviation; you'll add ranks manually later
Skip	Create departments later from the Departments tab

Picking a preset and editing the name does not silently drop the preset — ranks still get created.

3. Roles¶

Pick a Community Role preset (separate from department ranks — these are community-wide titles like Director, Head of Staff, Moderator).

Preset	Roles	Sections
Standard	6 roles	3 sections: Leadership, Staff, Moderation
Detailed	9 roles	3 sections with more granularity
Minimal	3 roles	1 section
Skip	Define your own community roles later

Roles are grouped under section headers (a Discord-style separator concept) on the Leadership page.

Note

On the Free plan, community-role management is gated — the wizard will still create the preset, but you can't edit individual role permissions until you upgrade.

4. Discord¶

Paste your Discord invite URL so members can find your server. This is optional.

The wizard validates that the URL is a valid https://discord.gg/... format and surfaces an inline error if not. Leave blank to skip.

5. Invite¶

The wizard shows your community URL (roster.mypulsetech.com/c/your-slug) with a one-click Copy button.

The "WHAT GETS CREATED" summary at the bottom recaps:

The department you picked (or "skipped")
The role preset (e.g., "Standard preset (6 roles)")
Whether a Discord invite was provided

Click Finish setup — the wizard closes, hasCompletedOnboarding flips to true, and you land on your community overview.

Resume after refresh¶

If you close the wizard mid-flow (browser refresh, navigation away, etc.):

Your in-progress answers are saved to localStorage per community
Re-opening the community re-launches the wizard at the step you left
Click Skip at any step to bail out entirely

The draft is cleared automatically once the wizard is finished.

What the wizard does NOT do¶

It does not invite members — do that from Settings > Invite Links after.
It does not configure Discord role mappings — do that from Settings > Discord.
It does not set up applications, certifications, or LOA policies — those have their own settings pages.

The wizard is a quick-start, not a full setup. Use the Initial Setup Checklist for the complete onboarding flow.