Task Flow Mickael Rutembya · Flow Atlas

Owner Setup

Atomic steps for a new owner to complete account setup, profile, and permissions configuration.

Task intent

What the user is trying to do

« Complete initial owner setup including profile, team, and permissions. »

Entry points

Element	Destination
Invite email Setup link	`/owner/setup/`
Dashboard Setup wizard	`/owner/setup/`
Direct URL First login	`/owner/setup/`

Flow

Adjacent routes — click a node to open it.taskflow

flowchart TD A["Start: new owner opens setup"] --> B["/owner/setup/"] B --> C["Enter profile details"] C --> D["Configure team access"] D --> E["Set preferences"] E --> F["Review and confirm"] F --> G["Complete setup"] G --> H["Redirect to /owner/dashboard/"] H --> I["End: owner onboarded"] click B "https://mickael-umt.com/owner/setup/" "Open Setup" click H "https://mickael-umt.com/owner/dashboard/" "Open Dashboard" click I "https://mickael-umt.com/owner/dashboard/" "Open Dashboard"

Step inventory

ID	Step	Action	System state
S1	Open setup	Navigate to setup wizard	Wizard loaded
S2	Profile	Enter name, company, contact	Profile saved
S3	Team	Configure access and roles	Permissions set
S4	Preferences	Set notifications, language	Preferences saved
S5	Confirm	Review and complete	Setup complete

Flow scenario

Scenario OS1

New owner completes first-time setup

Trigger

Owner receives invite email
Clicks setup link and lands on wizard

Experience

Setup wizard loads with profile form.
Owner enters company details and team roles.
Sets preferences and confirms.
Redirected to dashboard; setup complete.

Trust and safety rules

Setup link is single-use and time-limited.
Profile data is stored with consent.
Permissions are least-privilege by default.

Interaction rules

Multi-step wizard with progress indicator.
Validation at each step before proceeding.
Auto-login after setup completion.

Result states

State	What the user sees	What happens next
Wizard	Step-by-step setup forms	Owner completes each step
Complete	Success message	Redirected to dashboard