What it does
Walks you through the three quick steps Nautis needs the first time you sign in: naming your organization, picking your role, and completing your profile. After this, you land on your startup profile ready to start working.
Who can use it
- Logged-in users who haven't yet completed all three steps.
- The app shows you onboarding automatically — usually right after your first sign-in or after accepting an invitation that requires it.
- Admins and support agents skip onboarding and go straight to the backoffice dashboard.
Where to find it
You don't navigate here manually — Nautis sends you to the onboarding wizard whenever it detects that one of the three steps is still missing. You can also go straight to /auth/onboarding if you closed the tab partway through.
The wizard remembers what you've already done:
- If your organization exists but you haven't picked a role yet, you start at step 2.
- If your role is set but your name or phone number aren't, you start at step 3.
- Once everything is set, the app skips onboarding and takes you to your startup profile.
Step 1 — set up your organization
- The page shows Step 1 of 3.
- Type your Organization name (at least 3 characters). For example, "Acme Inc.".
- Click Next step.
- We create your organization and move you to step 2.
Step 2 — pick your role
- The page shows Step 2 of 3.
- Tap the tile that best describes you:
- Software Developer
- Product Manager
- CEO
- CTO
- Designer
- Marketing Manager
- Sales Manager
- Other
- The chosen tile turns blue.
- Click Next step. If you want to rename your organization, click Previous instead.
Step 3 — complete your profile
- The page shows Step 3 of 3.
- (Optional) Click the upload icon under the avatar circle to add a profile picture. Pick an image from your computer, crop it to a square in the pop-up, and confirm.
- Check your Full name — we pre-fill it from your sign-up details. Edit if you want.
- Your Email is shown but greyed out — it can't be changed here.
- Pick your country flag and type your Phone number (optional but recommended for account recovery).
- Click Complete to finish, or Previous to change your role.
- You're taken to your startup profile, ready to add your pitch, plans, and team.
Tips & limits
- Your organization name must be at least 3 characters and shows up everywhere — in invites, emails, exports — so pick the real company name.
- The role tile is just for personalisation and isn't your permission level inside the organization. Owners can change member permissions separately.
- Profile picture upload works best with square images. If yours isn't square, the cropper helps you trim it.
- The phone number is optional, but adding one makes it easier to recover the account or get notified.
- If you close the page before clicking Complete, your progress on the current step isn't saved — but anything you finished in earlier steps is.
Frequently asked questions
I accidentally clicked the wrong role tile. Can I change it later?
Yes — use the Previous button before clicking Next step. Once you finish onboarding, you can change your designation from your profile settings.
I uploaded the wrong photo. How do I replace it?
Click the upload icon again before clicking Complete. After onboarding, you can update your photo from your profile.
Do I have to add a phone number?
No, the field is optional. You can add it later in your profile.
What happens if I skip onboarding by closing the tab?
The next time you sign in, Nautis brings you back to the step you left off on.
I joined through an invite — do I still need to do this?
Invited members already belong to an organization, so you don't see step 1. You may still see steps 2 and 3 if your profile is missing information.
Where do I land when onboarding is done?
Your startup profile page, where you'll start building your pitch and plans.
Still need help?
Our team answers every message. Already a customer? Open a support ticket from inside Nautis.