Chapter 6 — Personal preferences & onboarding(Tutorial example at the end)
Why this chapter matters
Each signed-in user can tune their own UI comfort (language, time display, avatar). On first company use you may see a setup wizard for basics and phone verification. If the product offers an “Ask me”-style assistant, you can ask how to perform tasks in natural language.
Examples:
- A Hong Kong colleague switches the UI to Traditional Chinese and timezone to Hong Kong so report times match store hours.
- After first activation, an owner follows the first-time setup wizard for phone verification and company intro so nothing critical is skipped.
- A new hire unsure “where is my to-do?” opens Ask me from the welcome area and types a question.
6.1 User preferences
Affects only your account, not other colleagues.
- Language: after switching, console wording follows (some strings may remain English if not yet translated).
- Timezone: list, form, and some report timestamps display in your chosen zone (per feature support).
- Avatar: upload to show on the sidebar and elsewhere.
If you cannot change email, password, or job role here, ask an administrator under Company / user management.
6.2 Onboarding & Ask me
| Item | Description |
|---|---|
| First-time setup wizard | On a brand-new company, the product may guide phone verification, company basics, etc.; it should not interrupt every login after completion. |
| Product tour | Step highlights on dashboard and other pages; replay or reset may live on a tour page or floating control when available. |
| Ask me | From welcome dialogs, chat in natural language for how-to help; answers use built-in product guidance. Requires AI services enabled by an admin in API management. |
To replay a tour: if the UI exposes tour management or a floating icon, restart from there — exact placement depends on your build.
TutorialExample: new hires and “Ask me”
New colleagues can set language and timezone first; if the company enables a first-time wizard, complete phone and company basics to reach day-to-day work. Ask me (when available) answers operational questions in chat, but an admin must enable a usable AI provider under API management so answers have a backend to call.
How the product ties together: “Ask me” reads built-in help and current route context; workflow AI nodes (wait-for-reply validation, report generation, etc.) also depend on configured AI providers from Chapter 2.