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Onboarding

This guide covers the first things worth understanding once you have access to Nawfe.

If you are still at the account-setup stage, start here first:

Step 1: Sign in and finish required account steps​

Depending on how your organization is set up, you may see one or more of these flows:

  • Login
  • Magic link approval
  • Forgot password or Reset password
  • Verify MFA
  • Force password reset
  • Accept terms
  • Email verification

If one of these steps appears, finish it before moving on. They are part of normal account setup and access control.

Step 2: Confirm your active workspace​

A single user can belong to multiple workspaces, such as:

  • a production workspace
  • a testing workspace
  • a client workspace

Only one workspace is active at a time. Make a habit of checking the active workspace early, especially before reviewing data, editing a process, or changing settings.

Step 3: Understand the main areas of the app​

Most users spend their time in these places:

  • Home: your landing page and dashboard widgets
  • Processes: the library of workflows your workspace owns
  • Executions: the live and historical runs of those workflows
  • Tables: structured records used by the business and by workflows
  • Template Store: starting points for common workflows
  • Settings: workspace administration and controls

Step 4: Learn the two ideas that make the rest of the product easier to read​

A process is the blueprint​

A process describes how the work should happen.

An execution is one real run​

An execution is what happens when someone starts that process for a real business case.

If you remember only one thing as a new user, remember this distinction.

Step 5: Know what to do next based on your role​

If you run work​

  • Learn where processes live.
  • Learn how to start a workflow.
  • Learn how to open an execution and complete your assigned steps.

If you build workflows​

  • Learn how drafts and published versions work.
  • Learn how forms, approvals, scheduled starts, webhooks, and tables fit together.
  • Start with one real workflow and improve it in small iterations.

If you manage the workspace​

  • Learn users, teams, and permission sets first.
  • Set up credentials and connected apps carefully.
  • Review audit logs and billing regularly.

Common onboarding mistakes​

  • Working in the wrong workspace.
  • Editing a draft and assuming live work has changed.
  • Looking for a process in Executions, or looking for execution history in Processes.
  • Giving users access before the permission model is understood.

Next reads​